Jaqueline Lopez
Naperville,IL
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency.
Overview
7
7
years of professional experience
Work History
Universal Banker
CITIBANK
5134 MAIN ST DOWNERS GROVE, IL 60515
08.2022 - Current
- Streamlined account opening processes for increased efficiency in new customer onboarding.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Optimized workflow processes within the branch by implementing best practices in organization and time management techniques.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
Sales Manager
PHOTOGRAPH RESTORATION INC.
6900 MAIN ST SUITE 140 DOWNERS GROVE, IL 60516
06.2021 - 07.2022
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
Dry Cleaner Customer Service Representative
CHICAGO GREEN CLEANERS
3545 W IRVING PARK RD CHICAGO, IL 60618
09.2019 - 06.2020
- Assisted in maintaining a clean and organized work environment for optimal efficiency.
- Managed garment handling carefully, preventing damage or loss of customers'' items.
- Collaborated with team members to streamline workflow processes, resulting in faster turnaround times for customers.
- Inspected finished garments thoroughly before returning them to customers, ensuring quality standards were met consistently.
- Operated cash registers proficiently while maintaining accuracy during end-of-day closing procedures for smooth financial operations.
- Provided exceptional support to coworkers during peak business hours, promoting teamwork and camaraderie among staff members.
- Displayed excellent time-management skills by prioritizing tasks efficiently under pressure without compromising attention to detail.
- Established rapport with regular clients through consistent and memorable customer service interactions.
Administrative Assistant Intern
Imanage
71 S WACKER DR, UNIT 400 CHICAGO, IL 60606
09.2017 - 09.2018
- Streamlined office operations by organizing and maintaining electronic filing systems.
- Enhanced team communication by responding to internal requests and inquiries in a timely manner.
- Supported departmental projects, ensuring deadlines were met and objectives achieved.
- Sought feedback and guidance from supervisors to improve on areas of weakness.
- Volunteered to help with special projects of varying degrees of complexity.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
Intern
GENESYS WORKS
180 N WABASH AVE UNIT 600 CHICAGO, IL 60601
06.2017 - 07.2017
- Enhanced intern productivity by assisting with project coordination and providing ongoing support.
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Participated in professional development opportunities to enhance skill set, contributing to overall intern growth and potential future employment prospects.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Participated in workshops and presentations related to projects to gain knowledge.
- Collaborated with senior management on new initiatives to build confidence.
Education
High School Diploma -
JOHN F. KENNEDY HIGH SCHOOL
6325 W 56TH ST CHICAGO, IL 6063807.2018
Skills
- Financial Advising
- Financial Product Knowledge
- Sales expertise
- Fraud detection
- Problem-solving abilities
- Relationship building
- Banking software navigation
- Team collaboration
- Time management
- Cross-Selling and Partner Referrals
Languages
Spanish
Native or Bilingual
Timeline
Universal Banker
CITIBANK
08.2022 - Current
Sales Manager
PHOTOGRAPH RESTORATION INC.
06.2021 - 07.2022
Dry Cleaner Customer Service Representative
CHICAGO GREEN CLEANERS
09.2019 - 06.2020
Administrative Assistant Intern
Imanage
09.2017 - 09.2018
Intern
GENESYS WORKS
06.2017 - 07.2017
High School Diploma -
JOHN F. KENNEDY HIGH SCHOOL