Hope Mejia
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
9
9
years of professional experience
Work History
Plan Service Specialist I
Bank of Oklahoma
06.2022 - Current
- Manages over 20 retirement plans administration, ensuring regulatory compliance and providing support to plan sponsors and participants.
- Processes contribution, demographic and payroll files. Reviews, processes and completes distributions based on participants needs.
- Updates participant's personal data based records.
- Insures plan accounts are in balance and reconciled.
- Works with management on creating and updating department procedures.
- Cross-trained on trading, contributions and distribution processing.
- Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.
Call Center Representative
Bank Ok Oklahoma
01.2020 - 06.2022
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Resolved associate, tool and service delivery issues revealed by statistical reports.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved accounting, service and delivery concerns.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Cross-trained and backed up other customer service managers.
Senior Teller
Bank of Oklahoma
02.2018 - 01.2020
- Handled foreign currency and performed currency transaction reports.
- Answered phone and email inquiries on banking products.
- Managed overdraft reports and performed audits.
- Politely assisted over 100 customers per day in fast and high-pressure environment.
- Maintained, organized and stocked teller window areas.
- Performed general teller duties for drive-thru line.
- Answered inquiries regarding checking and savings accounts and other related products.
Assistant Leader
Aerie By American Eagle
10.2016 - 02.2018
- Managed variety of timelines and multiple projects.
- Maintained confidentiality of company information.
- Coordinated and supervised staff and continuously evaluated performance.
- Arranged development and delivery of updated training for staff.
- Observed packing operations to verify conformance to specifications.
- Evaluated customer needs and feedback to drive product and service improvements.
Education
Epic Charter
Skills
- Cross-functional coordination
- Adaptability and flexibility
- Verbal and written communication
- Quality control
- Problem-solving
- High-energy attitude
- Multi-task management
Languages
Spanish
System Experience
FIS/ Relias Admin
Charles Schwab
Omni Plus
Global Plus
TPSS
Excel
Timeline
Plan Service Specialist I
Bank of Oklahoma
06.2022 - Current
Call Center Representative
Bank Ok Oklahoma
01.2020 - 06.2022
Senior Teller
Bank of Oklahoma
02.2018 - 01.2020
Assistant Leader
Aerie By American Eagle
10.2016 - 02.2018
Epic Charter
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