Lindsay Elias
Indio,CA
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
14
14
years of professional experience
Work History
ASSOCIATE BANKER
JP MORGAN CHASE
04.2021 - Current
- Provided customer service by attending to their inquiries and requests for information.
- Ensured compliance with banking regulations and procedures in daily operations.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Assisted customers with account opening and maintenance.
- Maintained accurate records of all customer accounts and transactions.
- Performed account reconciliations on a regular basis.
- Established strong relationships with customers to increase customer loyalty.
- Analyzed customer needs and provided appropriate financial solutions.
- Generated reports on daily transactions for management review.
- Assisted in training new employees as needed.
- Cross-sold banking services such as credit cards, insurance policies.
OFFICE MANAGER
SA RECYCLING
05.2016 - 03.2021
- Communicate with customers regarding questions, complaints, and concerns
- Conducting morning meetings with all staff members
- Managing company cash flow and placing cash orders through Brinks
- Daily purchase entries in Excel
- Monitoring inventory and complete transfers in SAI
- Entering and receiving company purchase orders in Dynamics
- Balancing petty cash through HSBC bank
- Scheduling dispatch for drivers and inputting it into Scrap runner
- Filing and organizing documents
- Composing and responding to company emails using Outlook
- Answering and transferring company phone calls with Cisco phone system
- Editing and approving payroll through Ultipro
- Taking cash and check deposits to bank
- Creating invoices for customers through Excel
- Following company procedures with cash and check payouts
- Preforming weekly safety audit and entering safety info into TRAC
- Checking and taking mail to post office
- Balancing money bags and vault at end of shift
- Setting up purchase contracts for new customer.
- Following up with customers about past due balances
- Clearing out aging report in SAI for unpaid customers
- Conducting monthly audits and reviewing with all employees
- Inputting vehicles purchases in Excel
- Mailing out vehicles documents through GSO
- Going over new hire paperwork for new employees and processing it over to corporate office.
- Provided administrative support to management team including preparing reports.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Maintained filing system for records, correspondence and other documents.
RECREATIONAL LEADER
LA QUINTA WELLNESS CENTER
11.2016 - 09.2018
- Oversaw front desk operations
- Answer phone calls and transferring to the appropriate staff member using Cisco phone system
- Issue and registered new fitness memberships
- Process expired membership renewals
- File new and old memberships in alphabetical order
- Monitor and setup activities
- Monitor fitness area and help with questions on the equipment
- Balancing cash register at the end of shift.
- Assisted with the planning and implementation of recreational activities.
- Enforced rules of conduct while maintaining a fun atmosphere for all involved.
- Assisted with set up, clean up for various recreational events, activities.
- Provided assistance as needed during special events such as birthday parties, summer camps.
SUPERVISOR
STARBUCKS COFFEE COMPANY
01.2010 - 05.2016
- Supervised opening and morning operations
- Processed POS cash and credit transactions
- Completed daily cash deposits and cash orders through Garda
- Created and managed daily and monthly product order
- Managed and collected product inventory
- Served and prepared beverages and food items
- Trained exiting and new employees on company policies
- Trained new hire employees.
- Performed monthly inventory checks to ensure sufficient stock levels for all products.
- Provided guidance and direction to subordinates regarding job duties and responsibilities.
- Complied with company policies, objectives and communication goals.
Education
HIGH SCHOOL DIPLOMA -
LA QUINTA HIGH SCHOOL
06.2009
Skills
- Bilingual Quicklearn Highly organized and works well with others Works Proficient with computer programs such as: Microsoft Outlook, Microsoft Word, and Excel Cisco Phone System Office Equipment: Fax, printer, phones, copier and scanner
- Product Promotion
- Creative Thinking
- Strategic Planning
Timeline
ASSOCIATE BANKER
JP MORGAN CHASE
04.2021 - Current
RECREATIONAL LEADER
LA QUINTA WELLNESS CENTER
11.2016 - 09.2018
OFFICE MANAGER
SA RECYCLING
05.2016 - 03.2021
SUPERVISOR
STARBUCKS COFFEE COMPANY
01.2010 - 05.2016
HIGH SCHOOL DIPLOMA -
LA QUINTA HIGH SCHOOL