Jacqueline Lopez
Hutto,USA
Summary
I am a hardworking and very determined individual. I enjoy keeping myself busy and put extra effort in my tasks. I enjoy working with others and able to work unsupervised. I have excellent communication skills. I am reliable, I strive to always keep a positive attitude and have the ability to learn quickly. I am very organized, and love learning new things.
Overview
12
12
years of professional experience
Work History
Teller II
UFCU
07.2024 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Trained new hires on customer service policies and procedures.
- Managed high volumes of cash movement accurately, supporting the ongoing operation of the branch effectively.
- Performed vault, alarm and door duties to facilitate opening and closing of operations.
- Help team members find overages/shortages and correct.
Teller I
UFCU
04.2023 - 07.2024
- Serve as a primary point of contact for processing Member transactions and requests
- Eager to build strong, long-term meaningful relationships, have a passion for exceptional Member service
- Provide an exceptional Member experience by effectively communicating with Members to understand Members needs, providing assistance to Members, identifying product and service answering Member questions, identifying solutions, and resolving Member requests and issues
- Completed daily reports on monetary transactions for management review
- Balanced cash drawer at beginning and end of shifts
- Followed strict security protocols to ensure safety of customer information
Customer Service Coordinator
BANFIELD PET HOSPITAL
11.2022 - 01.2024
- Welcoming owners and fur patients
- Encouraging hospital visits, while educating owners about pets health and wellness plan options
- Provide professional, efficient and exceptional service to all walking clients and over the phone
- Setting appointments, answering emails and faxes
- Maximize the number of pets seen by the hospital team
Service Manager II
Wells Fargo Bank
09.2016 - 06.2022
- Weekly meeting with Branch Manager; go over system updates, weekly PTO, and plan week according to branch needs
- Daily morning meeting with Service Manager 1; plan out daily activity and delegate tasks
- Ensure store runs smoothly while Branch Manager is/isn't in store
- Correct teller transaction errors
- Ensure branch is ready for yearly audit
- Train and Enroll new team members on board
- Attend District meetings, inform tellers of any new updates
- Open and Close Branch
Service Manager I
Wells Fargo Bank
10.2015 - 09.2016
- Build lasting relationships with clients by providing excellent, and knowledgeable financial guidance
- Proactively reach out to new and existing clients to ensure Wells Fargo Bank is helping them reach their financial goals through teller generated leads, previous client meetings, and company generated leads
- Prepare tellers daily by making sure they are stocked on supplies and sufficient cash in their drawers
- Focus on providing value to the customer and also the customer relationship
- Be aware of all areas of possible loss due to fraud
- Ensure schedules are completed and compliance being kept up to date
Customer Service & Sales Representative
Wells Fargo Bank
11.2014 - 10.2015
- Build lasting relationships with clients by providing excellent customer service and knowledgeable financial guidance
- Proactively reach out to new and existing clients to ensure Wells Fargo Bank is helping them reach their financial goals through teller generated leads, previous client meetings and company generated leads
- Maintained knowledge of current promotions, policies, and procedures for optimal service
- Exceeded performance metrics consistently in both sales and customer service areas
Lead Teller
06.2014 - 11.2014
- Exceed quarterly sale and wow performance goals
- Wide knowledge based on products and services
- Coach new team members on being successful in their role
- Assist store with cash shipment receiving/outgoing
Teller
08.2013 - 06.2014
- Provide service to bank customers by conducting appropriate transactions and meet the needs of customers by referring them to appropriate departments within the bank
- Receive and pay out money
- Cash checks, verify endorsement, receive proper identification and ensure validity
Hostess
BJ'S RESTAURANT & BREWERY
01.2013 - 01.2014
- Greet and seat guests, answer phone calls, book reservations and provide guests with accurate restaurant information
- Coordinated seating arrangements to accommodate walk-ins and reservations effectively
- Monitored dining room capacity to ensure optimal guest experience
- Takeout Service: Answer and place orders through phone, package food and accept transactions
- Managed online orders through various platforms, paying close attention to special requests or modifications
- Communicated effectively with kitchen staff to ensure accurate preparation of ordered items
Education
Austin Community College
Austin, TX04.2014
High School Diploma -
J.M Hanks High School
01.2011
Skills
- MS Window Proficient
- Team Player
- Strong Customer Service
- Quick Learner
- Trusted Key Holder
- Excel Proficient
- Adaptable
- Problem Solver
- Strong Organizational Skills
Accomplishments
- Instructed financial literacy course for three girl scout troops
- Helped Lead 3 Courses of Financial Health for Spanish Seminar Clients
Languages
Spanish
Native or Bilingual
Timeline
Teller II
UFCU
07.2024 - Current
Teller I
UFCU
04.2023 - 07.2024
Customer Service Coordinator
BANFIELD PET HOSPITAL
11.2022 - 01.2024
Service Manager II
Wells Fargo Bank
09.2016 - 06.2022
Service Manager I
Wells Fargo Bank
10.2015 - 09.2016
Customer Service & Sales Representative
Wells Fargo Bank
11.2014 - 10.2015
Lead Teller
06.2014 - 11.2014
Teller
08.2013 - 06.2014
Hostess
BJ'S RESTAURANT & BREWERY
01.2013 - 01.2014
Austin Community College
High School Diploma -
J.M Hanks High School