Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Emelyn Perez

North Hills,CA

Summary

Dedicated Banker in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management, and customer service skills. Ready to bring 11 years' experience in related roles to a dynamic position.

Overview

10
10
years of professional experience

Work History

Associate Banker Market Expansion

JP Morgan Chase
01.2017 - Current
  • Assist clients in managing their bank accounts and finances, ensuring the efficient resolution of issues and providing informed advice on financial services
  • Conduct outreach to potential customers and perform administrative tasks, including data entry into banking systems
  • Facilitate customer transactions, including deposits, withdrawals, and payments, while also offering educational support on products and services.
  • Assisted in training new employees as needed.
  • Established strong relationships with customers to increase customer loyalty.
  • Educated customers about the features and benefits of different types of banking products offered by the bank.
  • Assisted customers with account opening and maintenance.
  • Monitored customer accounts for suspicious activities or potential fraud cases.
  • Ensured compliance with banking regulations and procedures in daily operations.
  • Provided customer service by attending to their inquiries and requests for information.
  • Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
  • Developed detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
  • Analyzed customer needs and provided appropriate financial solutions.
  • Participated in team meetings to discuss performance metrics and strategies for improvement.
  • Collaborated with other departments within the organization to ensure efficient delivery of services.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Modified, opened and closed customer accounts.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Reconciled cash and checks against computer records at end of shift.
  • Completed daily cash balancing and operated ATMs.

Lead Associate Front Desk

Back Alley Bowling
01.2014 - 01.2017
  • Managed guest reception and service, ensuring a positive customer experience
  • Handled incoming calls and efficiently coordinated customer service inquiries
  • Administered game ticket issuance and payment collection, maintaining accurate financial records
  • Assisted in the organization and execution of various events
  • Diligently communicated safety guidelines to guests, prioritizing customer safety and compliance.
  • Ensured compliance with all safety regulations throughout the store premises.
  • Resolved customer complaints in a professional manner while adhering to company policies and procedures.
  • Processed payments and handled cash to ring up customers in [Type] store.
  • Removed clutter, straightened shelves and wiped down counters to maintain clean, welcoming environment.
  • Responded to customer questions and complaints by resolving issues personally or referring to management.

Education

Associate Degree in Nursing - Nursing

College of The Canyons
12-2025

High School Diploma -

Valley Academy of Arts and Sciences
06.2013

Skills

  • Excellent Written and Verbal Communication Skills
  • Confident Professional Speaking
  • Empathetic Listener
  • Fluent Spanish Speaker
  • Effective Team Player
  • Team Oriented
  • Teller Support
  • Consumer Banking
  • Products and Services Knowledge
  • Dual Control Vaults
  • Customer Service
  • New Account Setup
  • Account Closing Process
  • Cash Ordering
  • De-Escalating Conflicts
  • Relationship Building
  • Account Updating
  • Staff Training
  • Customer Education
  • Opening and Closing Procedures

Languages

English
Professional
Spanish
Professional

References

References available upon request.

Timeline

Associate Banker Market Expansion

JP Morgan Chase
01.2017 - Current

Lead Associate Front Desk

Back Alley Bowling
01.2014 - 01.2017

Associate Degree in Nursing - Nursing

College of The Canyons

High School Diploma -

Valley Academy of Arts and Sciences

Similar Profiles

CREATE PROFILE
Emelyn Perez