Lisbeth jaimez
Cicero
Summary
Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
8
8
years of professional experience
Work History
Associate Banker
Republic Bank of Chicago
02.2023 - Current
- Processed customer transactions efficiently using banking software and adherence to compliance protocols.
- Assisted clients with account inquiries, resolving issues to enhance customer satisfaction and retention.
- Maintained accurate records of financial transactions, ensuring data integrity and confidentiality.
- Collaborated with team members to streamline workflows, improving overall service delivery efficiency.
- Trained new staff on operational procedures and best practices for customer service excellence.
- Conducted regular audits of accounts to identify discrepancies and implement corrective actions promptly.
- Developed strong relationships with clients through proactive communication and personalized service strategies.
- Contributed to branch performance by meeting sales goals through effective cross-selling of bank products.
- Balanced teller drawers and ATM cash.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Referred customers to other banking departments for specialized services.
- Received loan and utility payments, sending funds to correct destinations.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Shift Supervisor
PLS Check Cashers
08.2019 - 02.2023
- Supervised daily operations, ensuring compliance with company policies and procedures.
- Trained and mentored team members to enhance service quality and efficiency.
- Managed cash handling processes, reducing discrepancies through rigorous monitoring.
- Implemented effective inventory management practices to optimize stock levels.
- Resolved customer inquiries and issues promptly, improving overall customer satisfaction.
- Conducted performance evaluations, providing feedback for continuous improvement.
- Developed training materials to standardize onboarding processes for new hires.
- Trained new employees and delegated daily tasks and responsibilities.
- Completed store opening and closing procedures and balanced tills.
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Responded to and resolved customer questions and concerns.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Enforced company policies and regulations with employees.
- Ensured smooth operations during peak hours by effectively managing resources and staff allocation.
- Provided ongoing support to employees during challenging situations, offering guidance on problem-solving techniques for improved efficiency outcomes.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Improved customer satisfaction rates with consistent quality checks and timely resolution of complaints.
- Maintained workplace safety by enforcing strict adherence to company policies and industry regulations.
- Enhanced team productivity by implementing efficient shift scheduling and task delegation.
- Resolved conflicts among team members diplomatically, promoting a harmonious work atmosphere conducive to collaboration.
- Monitored staff compliance with health codes, ensuring high standards of cleanliness throughout the facility consistently met or exceeded expectations.
- Increased sales performance through effective upselling techniques and staff training initiatives.
- Conducted regular performance evaluations, providing constructive feedback to help employees grow professionally.
- Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
- Resolved conflicts between employees to maintain positive and productive work environments.
- Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
- Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
- Increased customer satisfaction and grew business by maintaining close relationships with customers.
- Supervised ongoing daily production phases.
- Collaborated with other leaders and executives to direct workflow and support operations.
- Oversaw inventory and product stock to develop and maintain inventory controls resulting in cost savings and reduced overages.
- Troubleshot equipment to reduce service calls and downtime.
- Monitored daily and weekly key performance indicators to maintain on-track status.
Sales Associate
Macy's
03.2018 - 02.2019
- Delivered exceptional customer service to enhance shopping experience and foster brand loyalty.
- Managed inventory levels, ensuring product availability and accuracy on the sales floor.
- Trained new associates on sales techniques and store policies to improve team performance.
- Implemented visual merchandising strategies to optimize product displays and attract customers.
- Resolved customer inquiries and complaints efficiently, maintaining high satisfaction ratings.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Education
High School Diploma -
Hubbard
Chicago, IL06-2010
Skills
- Portfolio management
- Banking regulations
- Branch operations
- Self-motivated nature
- Currency exchanges
- Teller support
- Customer service
- Cash management
- Teller experience
- Consumer banking
- Educating clients
- Opening and closing procedures
- Reviewing documents
- Developing customer relationships
- Dual control vaults
- Check cashing and withdrawals
- Money transfers
- Cash handling
- Customer relationship management
- Know your customer
- Follow-up skills
- Closing procedures
- Money handling
- ATM balancing
- Account updating
- Team collaboration
- Employee training assistance
- Night and safe deposit procedures
- Loan processing
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker
Republic Bank of Chicago
02.2023 - Current
Shift Supervisor
PLS Check Cashers
08.2019 - 02.2023
Sales Associate
Macy's
03.2018 - 02.2019
High School Diploma -
Hubbard