Jacob Lopez
El Paso,TX
Summary
In my entire career I have always put my customers' needs before mine. I understand building strong relationships with customers is the foundation for an effective outcome. Being knowledgeable and confident about my skills and professionalism will carry over to my clients trusting me and in turn making an informed decision.
Overview
11
11
years of professional experience
Work History
Move Money Hotlines
Charles Schwab
El Paso, TX
03.2023 - Current
- Assisted customers in completing forms related to money transfers.
- Verified customers' identities by collecting appropriate documentation.
- Ensured that all policies related to money transfers were followed at all times.
- Provided guidance on foreign exchange rates and fees associated with international transfers.
- Researched and resolved customer inquiries regarding money transfers.
- Monitored compliance with applicable regulations, laws, rules and procedures.
- Identified potential fraudulent activity and reported it promptly to management.
Data Analyst
Conduent
El Paso, TX
12.2021 - 01.2023
- Translated raw data into meaningful information using statistical techniques.
- Built visualizations that enabled users to quickly interpret results from complex analyses.
- Provided supporting information to substantiate research findings.
Assistant Manager
Wells Fargo
El Paso, TX
04.2016 - 12.2020
- Managed customer service inquiries and complaints in a timely manner.
- Supervised daily operations including scheduling shifts, assigning duties.
- Communicated regularly with customers to gain insights into their needs.
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Maintained up-to-date knowledge of company products and services.
- Delegated daily tasks to team members to optimize group productivity.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Coached team members and delivered constructive feedback to promote better productivity and build confidence.
Personal Banker
Wells Fargo
El Paso, TX
08.2013 - 04.2016
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Conducted account openings and closings for clients.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Assisted and advised customers on using online and mobile banking systems.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Cross-sold banking products such as credit cards, loans and investments.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Education
High School Diploma -
Franklin High School
El Paso, TX04-2000
Skills
- Staff Management
- Customer Retention
- Customer Service
- Account Management
- Staff Management
- Audit Preparation
- Staff Education and Development
Languages
Spanish
Professional
En Voz Alta
- Have served as a Board Member for En Voz Alta to help deaf kids in the community achieve their dream of being able to afford a hearing aid.
Timeline
Move Money Hotlines
Charles Schwab
03.2023 - Current
Data Analyst
Conduent
12.2021 - 01.2023
Assistant Manager
Wells Fargo
04.2016 - 12.2020
Personal Banker
Wells Fargo
08.2013 - 04.2016
High School Diploma -
Franklin High School