Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Luis G. Lopez

Macedon,NY

Summary

Hardworking Bank Representative educated in working with banking tools and solving problems efficiently and effectively. Manages multiple tasks simultaneously while meticulously monitoring details. Provides personalized attention to all customers. Solid knowledge of compliance and banking regulations.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Call Center Representative

Canandaigua National Bank & Trust
08.2021 - Current
  • Educate clients on company systems, form completion and access to services.
  • Adhere to company policies and scripts to consistently achieve call-time and quality standards.
  • Maintain accurate and current customer account data with manual forms processing and digital information updates.
  • Process debit and credit card and electronic check payments.

Teller

Canandaigua National Bank & Trust
10.2020 - 08.2021
  • Executed transactions, including deposits, withdrawals, money orders and checks.
  • Provided high-level support service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Experienced with DNA, Cash Insight, Unity
  • Maintained teller drawer to perform bank transactions.

Collections Specialist

Coast Professional Inc.
04.2017 - 08.2017
  • Used "skip tracing" resources to locate debtors and updated information in company system
  • Counseled debtors on payment options and arranged installment agreements
  • Negotiated to collect balance in full or settlements on accounts
  • Processed $195,000 in collections between April and August
  • Handled 150 outbound and inbound calls daily with goal of collecting owed debt

Education

Bachelor of Science - Business Administration

SUNY College At Brockport
Brockport, NY
12.2024

Associate of Science - Business Administration And Management

Genesee Community College
Batavia, NY
01.2020

Skills

  • Efficient and Detail-Oriented
  • Critical Thinking
  • Oral and Written Communications
  • Goal Oriented
  • Bilingual

Certification

Life, Accident & Health Licensing

Timeline

Call Center Representative

Canandaigua National Bank & Trust
08.2021 - Current

Teller

Canandaigua National Bank & Trust
10.2020 - 08.2021

Collections Specialist

Coast Professional Inc.
04.2017 - 08.2017

Bachelor of Science - Business Administration

SUNY College At Brockport

Associate of Science - Business Administration And Management

Genesee Community College

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Luis G. Lopez