Lea Echon Leones
Long Beach,CA
Overview
32
32
years of professional experience
Work History
Teller Associate
Long Beach City Employees Federal Credit Union
07.2000 - Current
- Assisted customers with account set-up, maintenance and troubleshooting issues.
- Trained employees on cash drawer operation.
- Gathered, reviewed and sent loan documents to customers by working closely with loan staff.
- Cross-trained other team members on various teller duties as needed.
- Verified customer identification for all transactions in compliance with Bank Secrecy Act regulations.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Handled large volume of cash transactions efficiently within specified time limits.
- Transmitted orders to supply cash to meet daily needs.
- Processed customer deposits, withdrawals and loan payments accurately.
- Maintained a clean work environment throughout the day.
- Reported daily averages and shortages to operations department.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Opened new checking, savings and lines of credit for customer accounts.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Prepared official checks for customer and internal bank needs.
- Maintained confidentiality of bank records and client information.
- Assisted customers with online banking applications, debit cards activation and replacement requests, check orders.
- Identified transaction errors when debits and credits did not balance.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Provided excellent customer service by responding to inquiries promptly and courteously.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Answered phone calls from customers seeking assistance or information about bank products or services.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Resolved customer complaints quickly and effectively while maintaining professional demeanor at all times.
- Opened new accounts and served existing customers based on individual financial needs.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Monitored incoming emails from customers requesting assistance or information about their accounts.
- Built and maintained client relationships through quality, personalized interactions.
- Researched account information regarding loans and deposits.
- Processed wire transfers according to established guidelines and procedures.
- Received and counted daily inventories of cash, drafts and checks.
- Maintained filing systems and other daily administrative and clerical support tasks to facilitate loans, deposits, and account services.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Ensured accuracy of documentation associated with each transaction before submitting it for approval.
- Verified amounts and integrity of every check or funds transfer.
- Performed special services for customers, ordering bank cards and checks.
- Directed specific questions to appropriate branch personnel.
- Delivered exceptional service to customers in person or over telephone.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Adhered to bank policies and procedures regarding teller operations including security measures related to cash handling.
- Resolved problems or discrepancies concerning customers' accounts.
- Responded to customer inquiries via email in a timely manner.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Provided guidance to new employees on proper teller operations processes.
- Prepared daily report of all transactions for management review.
- Balanced cash drawer daily and maintained accurate transaction records.
- Performed basic teller functions such as cashing checks, issuing money orders and processing travelers' checks.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Planned and completed group projects, working smoothly with others.
- Identified needs of customers promptly and efficiently.
- Maintained updated knowledge through continuing education and advanced training.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Answered [Number] calls per shift to assist with customer questions and concerns.
- Assisted with customer requests and answered questions to improve satisfaction.
- Understood and followed oral and written directions.
- Recognized by management for providing exceptional customer service.
Receptionist/Loan Clerk
Long Beach City Employees Federal Credit Union
Signal Hill, CA
07.2000 - Current
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Used company badging system to create badges for new employees and visitors.
- Organized conference room reservations for meetings or events.
- Greeted visitors entering establishment to determine nature and purpose of visit.
- Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
- Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
- Updated and recorded customer or client information to maintain accounts.
- Coordinated with vendors for repairs and maintenance of office equipment such as printers or computers.
- Maintained business office inventory and equipment by checking stock for needed supplies.
- Monitored reception area to provide consistently safe, hazard-free environment for customers.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Coordinated company events with venues and advised staff of pertinent details.
- Verified visitors' identification cards before allowing access to the building.
- Answered and directed incoming calls using multi-line telephone system.
- Reported suspicious individuals to supervisor.
- Scheduled space or equipment for special programs, meetings and conferences.
- Supplied callers with office address and directions, employee email addresses and phone extensions.
- Scheduled and confirmed appointments.
- Coordinated pick-up and delivery of express mail services.
- Transmitted information or documents to customers through email, mailings or facsimile machine.
- Operated telephone switchboard to answer, screen and forward calls to appropriate personnel.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Greeted and directed visitors to appropriate personnel and answered average of [Number] calls and emails daily.
- Ensured that all necessary forms were completed accurately prior to submitting them for processing.
- Maintained an organized filing system of confidential client information in accordance with company policy.
- Updated daily log book with information about visitors entering the premises.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Scheduled and confirmed appointments and meetings for management team.
- Monitored security cameras in the lobby area to ensure safety of employees and guests.
- Investigated and analyzed client complaints to identify and resolve issues.
- Prepared correspondence, reports and other documents in final formats with correct punctuation, capitalization, grammar, and spelling.
- Processed payments and updated accounts to reflect balance changes.
- Served visitors by greeting, welcoming and directing to appropriate personnel.
- Composed and prepared routine correspondence, letters and reports with job-related software.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
- Protected clients' rights by maintaining confidentiality of personal and financial information.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Scheduled appointments for clients, customers, and other visitors.
- Performed data entry tasks into various computer systems accurately and promptly.
- Greeted visitors and provided them with assistance.
- Greeted customers, answered general questions and directed to appropriate locations.
- Handled conference room scheduling, collaborating with meeting organizers on logistics and catering.
- Created badges for temporary personnel who entered the building on a daily basis.
- Sorted incoming mail and directed to correct personnel each day.
- Responded to inquiries from internal staff members regarding office operations issues such as mail delivery or office equipment maintenance.
- Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
- Supervised setup of conference rooms for meetings and office events in common areas.
- Completed day-to-day duties accurately and efficiently.
- Recognized by management for providing exceptional customer service.
- Understood and followed oral and written directions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered [Number] calls per shift to assist with customer questions and concerns.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Maintained updated knowledge through continuing education and advanced training.
- Achieved cost-savings by developing functional solutions to problems.
Data Entry Clerk
Parks and Recreation and Marine
Long Beach, CA
02.1995 - 07.2000
- Transferred written information into databases to maintain consistent, accurate client records and project details.
- Assisted colleagues with resolving any issues related to data entry operations.
- Prepared summaries of daily work completed for review by supervisors.
- Screened and regularly answered calls to provide assistance to important clients.
- Contacted customers via phone or email to address data inquiries.
- Compiled reports based on gathered information.
- Detected flaws in customer and account data, resolving issues and communicating with supervisors.
- Emailed completed documents to supervisors and co-workers to confirm accuracy.
- Scanned documents into appropriate databases for storage purposes.
- Scanned and stored files and records electronically to reduce paper files and secure data.
- Gathered and documented statistical information to generate reports.
- Reviewed existing information for accuracy and made necessary corrections.
- Prepared payroll documentation by entering data into cumulative payroll document.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Checked source documents against entered data to ensure accuracy.
- Followed up on pending tasks until completion.
- Exceeded quality goals to support team productivity.
- Provided support to management staff in regards to data entry processes.
- Determined appropriate databases for completed documents and transferred files electronically.
- Maintained updated knowledge of industry trends related to data entry operations.
- Verified accuracy and completeness of data entry into the database system.
- Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
- Maintained confidentiality of sensitive information entered into the system.
- Organized and filed data in appropriate locations for easy access to essential information.
- Obtained scanned records and uploaded into company databases.
- Answered incoming phone calls and directed callers to appropriate departments and personnel.
- Translated written documentation and notes into emails and other types of correspondence.
- Maintained schedule of class assignments to meet deadlines.
- Assisted with customer requests and answered questions to improve satisfaction.
- Identified needs of customers promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Data Entry Clerk
City of Long Beach - Police Dept. Community Servic
Long Beach , CA
06.1992 - 09.1994
- Transferred written information into databases to maintain consistent, accurate client records and project details.
- Assisted colleagues with resolving any issues related to data entry operations.
- Followed data program techniques and procedures to maintain data entry requirements.
- Prepared summaries of daily work completed for review by supervisors.
- Screened and regularly answered calls to provide assistance to important clients.
- Identified data entry errors and corrected mistakes to achieve near-perfect accuracy in data sets.
- Contacted customers via phone or email to address data inquiries.
- Compiled reports based on gathered information.
- Kept detailed notes during meetings and relayed information to co-workers through email.
- Reviewed existing information for accuracy and made necessary corrections.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Followed up on pending tasks until completion.
- Exceeded quality goals to support team productivity.
- Verified confidential or private client information in adherence to state and federal laws.
- Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
- Completed database backups to secure information.
- Maintained confidentiality of sensitive information entered into the system.
- Obtained scanned records and uploaded into company databases.
- Answered incoming phone calls and directed callers to appropriate departments and personnel.
- Utilized specialized software applications related to the job role.
- Translated written documentation and notes into emails and other types of correspondence.
- Operated various office equipment such as scanners, printers. when required.
- Updated existing records with new or revised information as needed.
- Created reports and audited charts to maintain concise records.
- Understood and followed oral and written directions.
- Answered [Number] calls per shift to assist with customer questions and concerns.
- Identified needs of customers promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
- Planned and completed group projects, working smoothly with others.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Maintained updated knowledge through continuing education and advanced training.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
High School Diploma -
Millikan High School
Long Beach, CA06.1996
Skills
- Administrative Support
- Scheduling
- File Management
- Project Coordination
Timeline
Teller Associate
Long Beach City Employees Federal Credit Union
07.2000 - Current
Receptionist/Loan Clerk
Long Beach City Employees Federal Credit Union
07.2000 - Current
Data Entry Clerk
Parks and Recreation and Marine
02.1995 - 07.2000
Data Entry Clerk
City of Long Beach - Police Dept. Community Servic
06.1992 - 09.1994
High School Diploma -
Millikan High School
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