Felicity Lopez
Socorro
Summary
Dynamic professional with a strong work ethic and exceptional customer service skills, honed at Nucenda Credit Union. Proven ability to manage cash handling with precision while fostering customer loyalty through effective communication and empathy. Adept at cross-selling banking products, enhancing customer satisfaction, and ensuring compliance with financial regulations.
Overview
2
2
years of professional experience
Work History
Teller
Nucenda Credit Union
08.2024 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Educated customers on use of banking website and mobile apps.
Assistant
NRAO
06.2023 - 08.2023
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
- Boosted customer satisfaction by promptly addressing inquiries and resolving issues professionally.
- Demonstrated adaptability by quickly mastering new software applications for various tasks.
- Expedited project completion times due to the ability to multitask effectively under tight deadlines.
Education
Diploma - General Studies
Socorro High School
Socorro, NM05.2024
Skills
- Exceptional customer service
- Strong work ethic
- Professionalism and courtesy
- Excellent time management skills
- Cash handling and management
- Cash handling expertise
- Goal-oriented focus
- Patience and empathy
- Stress tolerance
- Compliance, banking laws, and regulations
- Financial record keeping
- Listening and comprehension
- Confidentiality and discretion
- Sales and Cross-selling
Timeline
Teller
Nucenda Credit Union
08.2024 - Current
Assistant
NRAO
06.2023 - 08.2023
Diploma - General Studies
Socorro High School
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