Heidy Lopez
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
9
9
years of professional experience
Work History
Lead Teller
Wells Fargo Bank
12.2016 - 01.2023
- handle customers transactions properly and accurately
- Creating a great first impression for every customer
- Creating a long-term relationship with each Wells Fargo customer
- Inform my customers about different products and services that Wells Fargo offers and that they can benefit from financially
- Abide by Wells Fargo policy and procedures.
- Be a risk manager at all times to avoid money loss or confusions/ errors
- Ask the appropriate questions to avoid account impersonators, identify each customer correctly
- be in charge of Quality and Control -to deliver the best customer service experience and the best account service available to our customers
- Ask the proper questions to fit customers financial needs
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Replenished ATM funds in empty canisters prior to validation process.
- be a team leader/ player at all times
- Recognized and prevented fraudulent activities and suspicious transactions.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered inquiries regarding checking and savings accounts and other related products.
- Received car loan, home loan, and other payments and posted to accounts.
- Investigated and promptly resolved issues with patron accounts.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Mentored newly hired team members on appropriate responses to patron questions.
- Introduced customers to other bank team members to help meet financial needs.
Waitress/Server
Seafood Restaurant
08.2014 - 12.2016
- Checked with customers to ensure that they are enjoying their meals and take action to correct any issues
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Informed customers
- Prepared or served specialty dishes at tables as required
- Served food or beverages to patrons
- Wrote patrons food orders and entered orders into computers for transmittal to kitchen staff
- Charged customers and balanced the drawer by the end of the night.
Cashier
Raul Y Theresa's
08.2013 - 08.2014
- Balanced cash drawer at the end of the shift
- Balanced daily receipts, cash, and prepared bank deposits
- Developed knowledge of bank account transactions
- Operated a cash register
- Processed a high volume of transactions in cash and credit card sales
- Replenished cash in registers on a regular basis and totaled out cash balance.
Education
High School Diploma -
Desert Edge High School
Goodyear01.2013
Business Administration And Management
Estrella Mountain Community College
Avondale, AZ01.2013
Skills
- Very organized
- Detail oriented
- Responsible
- Strong customer service skills
- Excellent sales ability
- Adaptable
- Strong communication skills
- Excellent computer skills
- Basic word and excel knowledge
- Reliable
- Bilingual (speaks and writes fluent Spanish)
- Cooperative
- Intelligent
- Self driven & motivated
- Empathetic with customers
- Financial Transactions
- Overachiever
- Fraud Detection and Prevention
- Cross-Selling and Upselling
- Interpersonal Relations
- Vault Security
- Cash Handling Accuracy
- Consumer Banking
- Transaction Review
- Issue Resolution
- Staff Supervision
- Check Verification
- Regulatory Compliance
- Night and Safe Deposits
- Account Analysis
- Goal-Oriented
- Attention to Detail
- Customer Education
- Transactions Processing
- Product Sales
- Security Procedures
- Customer Relationship Management
- Problem-Solving
- Trustworthy and Honest
- Cash Counting
- Data Entry
- Punctual and Reliable
- Team Collaboration and Leadership
- Loan Payment Processing
- Decision-Making
- Professionalism
- Cash Handling Expertise
- Motivation Skills
- Team Leadership
Timeline
Lead Teller
Wells Fargo Bank
12.2016 - 01.2023
Waitress/Server
Seafood Restaurant
08.2014 - 12.2016
Cashier
Raul Y Theresa's
08.2013 - 08.2014
High School Diploma -
Desert Edge High School
Business Administration And Management
Estrella Mountain Community College
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