Summary
Overview
Work History
Education
Skills
Timeline
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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
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
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
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
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
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

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Lina Rodriguez Oshima