Lesley Llamas Lopez
Phoenix,AZ
Summary
Proven relationship builder and asset protection with in depth knowledge and due diligence skills. I excelled at Chase Bank by enhancing client satisfaction and exceeding sales goals. Expert in customer service, team lead, and notary public tasks. My background includes significant achievements in financial services and administrative support; notable increase in cross-selling success through personalized banking solutions.
Overview
16
16
years of professional experience
Work History
Licensed Relationship Banker
Chase Bank
10.2012 - 10.2023
- Managed risk effectively by verifying customer information, analyzing potential losses, and conducting proper due diligence before approving transactions.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, business accounts, online banking solutions, mortgage, securities, and more.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Exceeded personal sales goals consistently, contributing significantly towards the branch''s overall success.
Administrative Assistant
P.U.L.S (Parker Universal Lab Services)
06.2007 - 08.2012
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Administered drug analysis testing, collected specimens.
Education
Medical Assistant
International Institute of The Americas
Phoenix, Az12-2006
High School Diploma -
Job Corps
Phoenix, Az05-2003
Skills
- Client Relationship Building
- Cash Flow Management
- Debt management
- Cash Handling
- Customer Service-Oriented
- Teller Support
- Small Business Banker
- Personal Banker
- Notary Public
Languages
Spanish
Full Professional
Timeline
Licensed Relationship Banker
Chase Bank
10.2012 - 10.2023
Administrative Assistant
P.U.L.S (Parker Universal Lab Services)
06.2007 - 08.2012
Medical Assistant
International Institute of The Americas
High School Diploma -
Job Corps
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