Israel Lopez
Hesperia,CA
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
8
8
years of professional experience
Work History
Associate Banker
Chase Bank
Victorville
03.2020 - Current
- Provided customer service by attending to their inquiries and requests for information.
- Assisted customers with account opening and maintenance.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Established strong relationships with customers to increase customer loyalty.
- Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
- Helped customers understand and use mobile applications and online banking.
- Modified, opened and closed customer accounts.
Lead Associate of Operations
Chase Bank
Bishop, CA
05.2022 - 07.2024
- Developed and implemented operational procedures to ensure quality standards are met.
- Supervised daily activities of the bank's operational staff.
- Ensured all cash drawers were balanced on a daily basis prior to closing time.
- Maintained up-to-date knowledge of banking products and services offered by the institution.
- Worked closely with branch managers to develop new programs that would benefit customers.
- Created financial management mechanisms to minimize financial risk to business.
- Analyzed internal control reports to ensure compliance with regulations.
- Provided training and development opportunities for team members.
Special Service Desk Associate
The Home Depot Inc
Victorville, CA
03.2017 - 10.2020
- Provided excellent customer service to customers in need of assistance with technical and non-technical inquiries.
- Assisted customers over the phone, email and chat for any product or service related queries.
- Maintained up-to-date knowledge on products and services offered by the company.
- Generated reports on customer interactions for management review.
- Collaborated with other departments when needed to resolve complex customer issues.
- Demonstrated advanced product knowledge to solve customer issues.
- Assisted customer in understanding products, components and systems using technical demonstration.
Education
High School Diploma -
Chaparral High School
Phelan, CA06-2015
Skills
- Financial Planning
- Banking regulations
- Customer Service
- Employee Training Assistance
- Dual Control Vaults
- Teller Support
- Relationship Management
- Opening and closing procedures
- Closing procedures
- Opening accounts
- Cash ordering
- Cash Handling
Timeline
Lead Associate of Operations
Chase Bank
05.2022 - 07.2024
Associate Banker
Chase Bank
03.2020 - Current
Special Service Desk Associate
The Home Depot Inc
03.2017 - 10.2020
High School Diploma -
Chaparral High School
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