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
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.
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
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
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
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