Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Joanna Lopez Sanchez

Fresno,CA

Summary

Customer-focused Universal Banker with expertise in banking services, sales, and account management. Skilled in accurately processing deposits, withdrawals, transfers, and loan payments while ensuring compliance with bank policies and procedures. Experienced in resolving customer inquiries and cross-selling financial products to meet client needs. Committed to delivering exceptional service and continuously growing to support branch success.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Universal Banker

Premier Valley Bank
Fresno, CA
06.2024 - Current
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Assisted customers by answering banking questions and recommending solutions.
  • Completed routine transfers, deposits and bill payments.
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.

Bank Teller

Wells Fargo
01.2023 - 06.2025
  • Process customer transactions including deposits and withdrawals while following bank policies and procedures
  • I also help customers with branch technology and proactively educate them about digital self-service options.

Front End Supervisor

Ross Dress for Less
05.2022 - 04.2023
  • Provide customer service, accordingly, operate cash registers, process returns, provide change to cashiers, and manage breaks and lunches for other cashiers.

Cashier

Vallarta Supermarkets
07.2020 - 03.2021
  • I was responsible for accurately operating the cash registers, following money handling procedures, and various payment procedures to balance till the end of the shift.

Education

Finance and Accounting

Fresno City College
05-2025

High School Diploma -

Strathmore High School
01.2019

Skills

  • Cash Handling
  • Bilingual – Spanish
  • Retail Sales
  • Customer Service
  • Computer skills
  • Regulatory Compliance
  • Account updating
  • Customer Relationship Management
  • Financial Transactions
  • Teller Support

Languages

Spanish
Native/ Bilingual

Certification

NMLS license

Timeline

Universal Banker

Premier Valley Bank
06.2024 - Current

Bank Teller

Wells Fargo
01.2023 - 06.2025

Front End Supervisor

Ross Dress for Less
05.2022 - 04.2023

Cashier

Vallarta Supermarkets
07.2020 - 03.2021

Finance and Accounting

Fresno City College

High School Diploma -

Strathmore High School
Joanna Lopez Sanchez