Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Joel Lopez

miami,Florida

Summary

Self-motivated and dependable while achieving high performance with minimal supervision. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Leadership with Multiple banking years of experience looking to grow and expand given the opportunity. Eager to learn and try new things that help adapt in ongoing situations.

Overview

5
5
years of professional experience

Work History

Retail Banking Representative

Ocean Bank
Miami, FL
11.2023 - Current
  • Serving retail banking clients by providing assistance and support by email, phone, and in person.
  • Helped clients set up direct deposits, close existing accounts, transfer money, and open new accounts.
  • Cross-selling of bank products, including credit cards, Certificate of deposits , and savings accounts.
  • Performed a variety of financial operations for clients, such as currency exchange, check cashing, transfers, withdrawals, and deposits.
  • Entering documents and data Know Your Customer, or KYC.

Teller

Wells Fargo
Miami , FL
10.2022 - Current
  • Performing account transactions to assist customers. Receiving deposits, loan payments, cashing checks, issuing withdrawals from savings accounts, and logging night and mail deposits all contribute to providing account services to consumers. Loading and pulling cash from Atms as the ATM custodian. Approving coworker transactions and supervise coworker transactions to best assist customer needs. As a Transaction approver, duties are to look over coworkers transaction to verify that there are no red flags and that the transaction is processed correctly without any mistakes. Assisting customers in lobby to help direct traffic and making sure clients are directed to their appropriate areas depending on customers needs. Updating Client accounts information depending on customer needs such as in address changes, check ordering, Debit card ordering, and statement printing. Processing Depository night drops from bin. Processing Incoming and Outgoing shipments upon arrival.

Associate Banker

JPMorgan Chase
Hollywood , FL
08.2020 - 09.2022
  • As an Associate Banker at Chase my duties were completing account transactions to serve customers. Receiving deposits and loan payments, cashing checks, savings withdrawals, and logging night and mail deposits all contribute to providing account services to clients. provides traveler's checks, cashier's checks, and series E bonds for sale. Completing wire transfers of any given amount requested by the client. Completing daily cash balancing and operated ATMs. Modifying, changing information of a clients account such as address changes, ordering Debit/Credit cards, ordering checks, safety deposit box access, and closing customer accounts. Referring Customer to the Appropriate Partners to guarantee customer needs and satisfaction,

Shift Supervisor

Panera Bread
Hollywood , Florida
08.2019 - 07.2020
  • Being a Shift Supervisor at Pan era Bread is not only about being a team but it's about knowing how to lead that team. I have to manage not only my team but the entire store to make sure everything is running smoothly. I am required to continuously count the safe and to make sure that no money has been taken out, or has been added to the safe. At the end of the shift, I have to pull all drawers count them, and remove money so each drawer is left off with a specific amount of money in them. I also have to make sure that the customer service is being provided not only by myself but by the rest of my team.

Cashier

wendys
Doral , FL
12.2018 - 03.2019
  • As a wendys cashier, I had to make sure that there was correct money in the drawer every time that I was logging into the drawer and had to count the drawer every time I logged in and logged off.

Education

High School Diploma -

Mcarthur High School
Hollywood, FL
06.2020

Skills

  • Time management skills
  • Positive learning process
  • Client-focused
  • Excellent communication
  • People Skills
  • Planning & Organizing
  • Quick learner
  • Bilingual
  • Supervision & Leadership

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Retail Banking Representative

Ocean Bank
11.2023 - Current

Teller

Wells Fargo
10.2022 - Current

Associate Banker

JPMorgan Chase
08.2020 - 09.2022

Shift Supervisor

Panera Bread
08.2019 - 07.2020

Cashier

wendys
12.2018 - 03.2019

High School Diploma -

Mcarthur High School

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Joel Lopez