Jennifer Luna
Yucaipa,CA
Summary
Results-oriented banking professional with experience in financial services, specializing in relationship management, sales, and customer service. Proven success in driving growth and profitability through strategic business development, risk management, and process improvement. Experienced in developing long-term customer relationships and delivering quality financial services.
Overview
8
8
years of professional experience
Work History
Bank Teller
Wells Fargo
Beaumont, CA
10.2024 - Current
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Associate Banker
Chase
San Bernardino, CA, USA
03.2022 - 09.2024
- Initiated quality financial wellness conversations, adding value to customer relationships.
- Received checks and cash for deposit, verified amounts, and checked accuracy of deposit slips.
- Assisted customers with online banking inquiries including resetting passwords and troubleshooting log-in issues.
Customer Advocate
Speedy Cash
San Bernardino, CA, USA
09.2019 - 03.2022
- Handled escalated calls professionally by listening carefully to the needs of each individual customer before offering appropriate solutions.
- Focused on learning new skills and staying updated with industry changes.
- Participated in ongoing training to enhance own job skills and knowledge.
- Committed to delivering excellent customer service while working in a fast-paced environment.
Sales Representative
Metro By TMobile
San Bernardino, CA, USA
12.2017 - 08.2019
- Performed sales floor work, such as greeting and assisting customers, stocking shelves and taking inventory.
- Demonstrated use and operation of merchandise.
- Built strong relationships with key decision makers within target organizations in order to increase sales opportunities.
Education
High School Diploma -
Arroyo Valley High School
San Bernardino06.2016
Skills
- Sales proficiency
- Portfolio Management
- Financial Planning
- Loan Processing
- Active Listening
- Bilingual
- Customer Service
- Team Collaboration
- Educating clients
- Security Protocols
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Bank Teller
Wells Fargo
10.2024 - Current
Associate Banker
Chase
03.2022 - 09.2024
Customer Advocate
Speedy Cash
09.2019 - 03.2022
Sales Representative
Metro By TMobile
12.2017 - 08.2019
High School Diploma -
Arroyo Valley High School