Lorena Guerrero
Bellflower,CA
Summary
Highly motivated professional prepared to contribute to team success and achieve positive results while tackling new challenges with dedication and enthusiasm. Background in financial operations, risk management, sales, and customer service. Ready to make a significant impact and drive organizational objectives forward.
Overview
16
16
years of professional experience
Work History
Cash Management Specialist
Luther Burbank Savings
07.2021 - 05.2024
- Managed daily branch activities for optimal performance, ensuring compliance with banking regulations. By conducting daily report reviews.
- Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
- Supported branch operations by conducting regular audits of cash drawers and vaults, ensuring accuracy and compliance.
- Managed high-volume wire transfers, ensuring accuracy and adherence to compliance regulations.
- Enhanced client satisfaction by providing timely, accurate, and comprehensive cash management reports.
New Account Representative IV
Luther Burbank Savings
08.2017 - 07.2021
- Resolved customer issues promptly and professionally, fostering long-lasting relationships with clients.
- Identified potential fraudulent activities through careful monitoring of account activity, reducing financial risk for both clients and the institution.
- Assisted customers in opening new accounts, both personal and business products including IRA accounts, facilitating a smooth onboarding process.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Balanced cash drawers and vault accurately at the end of each shift.
- Executed wire transfers, stop payments and account transfers.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
Sr Financial Service Representative
First Foundation Bank
05.2008 - 08.2017
- Assisted branch operations supervisor with back-up oversight of teller operational duties.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed deposits, withdrawals and ACH transfers accurately.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
Education
High School Diploma -
Mayfair High School
Lakewood, CASkills
- Problem-solving skills
- Attention to detail
- Multitasking Abilities
- Team collaboration
- Organizational skills
- Effective communication
- Relationship building
- Time management abilities
Timeline
Cash Management Specialist
Luther Burbank Savings
07.2021 - 05.2024
New Account Representative IV
Luther Burbank Savings
08.2017 - 07.2021
Sr Financial Service Representative
First Foundation Bank
05.2008 - 08.2017
High School Diploma -
Mayfair High School
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