Summary
Overview
Work History
Education
Skills
Timeline

Lindsey Cruz

Broken Arrow,OK

Summary

Dynamic Universal Banker with a proven track record at International Bank of Commerce, excelling in customer acquisition and relationship management. Expert in cash handling and conflict resolution, I consistently surpassed sales goals while leading financial workshops, enhancing client engagement and loyalty. Fluent in Spanish, I effectively communicate complex banking solutions to diverse clientele.

Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.

Overview

4
4
years of professional experience

Work History

Universal Banker

International bank of commerce
Tulsa, Oklahoma
09.2024 - Current
  • Supported the implementation of new systems related to banking operations.
  • Reconciled cash and checks against computer records at end of shift.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Helped customers understand and use technical tools such as mobile applications and online banking.
  • Led financial planning workshops, educating clients on budgeting, investing, and retirement planning.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Prepared official checks for customer and internal bank needs.
  • Answered telephone inquiries regarding account balances, fees or general information.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Completed daily cash balancing and operated ATMs.
  • Referred customers to other banking departments for specialized services.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.

Shift Manager

Wendys Restaurant
Broken Arrow
05.2021 - 08.2024
  • Resolved conflicts between staff members in a professional manner.
  • Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
  • Ordered equipment parts and repair services during equipment breakdown to avoid further delays.
  • Recommended opportunities for growth and advancement to motivate employees.
  • Assigned tasks to employees and monitored productivity, performance and task completion.
  • Performed minor equipment repairs to keep jobs on task and notified maintenance department of major machinery failures.
  • Analyzed sales reports for trends in order to identify areas for improvement or growth opportunities.
  • Set up and adjusted machines and equipment to produce pre-determined results.

Education

High School Diploma -

Broken Arrow Highschool, Broken Arrow
05-2023

Skills

  • Account management
  • Cash handling
  • Customer acquisition
  • Sales techniques
  • Customer relationship management
  • Calm under pressure
  • FLUENT IN Spanish
  • Conflict resolution
  • Team leadership
  • Problem resolution
  • Communication skills
  • Deposit processing
  • Performance tracking
  • Insurance products
  • Cash handling proficiency
  • Electronic funds transfer
  • Payment processing
  • Investment strategies
  • Document preparation
  • Experience management
  • Dual control vaults
  • Product promotion

Timeline

Universal Banker - International bank of commerce
09.2024 - Current
Shift Manager - Wendys Restaurant
05.2021 - 08.2024
Broken Arrow Highschool - High School Diploma,

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Lindsey Cruz