Lina Rodriguez Oshima
Las Vegas,NV
Summary
A dedicated and results-driven banking professional with six years of experience in the financial industry/sales. Possessing a proven track record of efficiently managing banking operations while ensuring compliance with industry regulations. I am committed to fostering strong client relationships and contributing to the success of the team.
Overview
5
5
years of professional experience
Work History
Branch Operations Lead
Chase Bank
Las Vegas, NV
02.2023 - Current
- Oversee daily operations, ensuring compliance with bank policies, procedures, and regulatory requirements
- Lead a team of associates, providing guidance, training, and performance evaluations to drive productivity and maintain a high standard of service
- Develop and implement process improvements to optimize operational efficiency, reduce costs, and enhance customer experience
- Monitor operational metrics, analyze data, and generate reports to identify trends, areas for improvement, and opportunities for growth
- Collaborate with cross-functional teams, including Risk Management, Compliance, and Technology, to implement new initiatives and address operational challenges.
Bartender
Minus5IceBar
Las Vegas, NV
10.2022 - 04.2023
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Increased sales by upselling specialty cocktails, contributing to a 15% revenue boost during tenure.
- Adapted quickly to fast paced shifts, consistently delivering high quality service and fostering a vibrant atmosphere in 5°F.
Branch Lead Designee
Wells Fargo
Beverly Hills, CA
10.2021 - 09.2022
- Build and maintain customer relationships, providing personalized financial advice and guidance to meet their individual needs
- Open new accounts, process transactions, and assist customers with various banking services, such as deposits, withdrawals, and fund transfers
- Assess customers' financial situations and recommend appropriate banking services
- Conduct financial reviews and analysis to identify opportunities for customers to optimize their financial positions and recommend suitable strategies
- Resolve customer inquiries, complaints, and account issues promptly and professionally, ensuring high levels of customer satisfaction
- Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions, and individual employee strengths.
Personal Banker
Wells Fargo
Beverly Hills, CA
09.2021 - 09.2022
- Open new personal/business accounts, process transactions, and assist customers with various banking services, such as deposits, withdrawals, and wire transfers.
- Assess customers' financial situations and recommend appropriate banking services.
- Resolve customer inquiries, complaints, and account issues promptly and professionally, ensuring high levels of customer satisfaction.
Teller
Wells Fargo
Las Vegas, NV
08.2019 - 08.2021
- Served as the first point of contact for clients and provide a positive first impression through friendly and efficient customer service
- Perform efficient and accurate banking transactions including managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
Advanced Diploma -
Sierra Vista High School
06.2017
Skills
- Cash Control
- Detail Oriented
- Risk Management
- Audit preparation
- Branch Administration
- Time Management
- Relationship building and management
- Adaptability and Flexibility
Timeline
Branch Operations Lead
Chase Bank
02.2023 - Current
Bartender
Minus5IceBar
10.2022 - 04.2023
Branch Lead Designee
Wells Fargo
10.2021 - 09.2022
Personal Banker
Wells Fargo
09.2021 - 09.2022
Teller
Wells Fargo
08.2019 - 08.2021
Advanced Diploma -
Sierra Vista High School