Jennifer Perez
Hidden Valley Lake,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Personal Banker
Tri Counties Bank
Middletown, CA
03.2018 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Visa Program Manager/Branch Operations Manager
Silverado Credit Union
Angwin, CA
11.2001 - 03.2018
- Managed and supervised administrative and daily program operations, complying with policies and regulations.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
- Performed monthly compliance checks.
- Established best practices for resolving client issues quickly while maintaining high standards of professionalism.
- Maintained friendly and professional customer interactions.
- Enhanced customer experience by providing exceptional service and addressing concerns promptly.
Education
High School Diploma -
Palisades High School
Calistoga, CASkills
- Scheduling appointments
- Strong Organization
- Written Communication
- Policy Enforcement
- Calendar Management
- Multitasking and Time Management
- Fast Learner
- Customer Service
- High Volume Phone Inquiries
- Bookkeeping
Certification
- CNP - Certified Notary Public
Timeline
Personal Banker
Tri Counties Bank
03.2018 - Current
Visa Program Manager/Branch Operations Manager
Silverado Credit Union
11.2001 - 03.2018
High School Diploma -
Palisades High School