Summary
Work History
Education
Skills
Languages
Timeline
Generic

Lorena Lugo Heredia

West Palm Beach,Florida

Summary

Dynamic professional with a proven track record at Banco Popular, excelling in relationship building and customer satisfaction. Leveraged strong interpersonal skills to foster trust and loyalty, consistently exceeding performance metrics. Adept in cash handling and fraud prevention, delivering tailored financial solutions that enhanced client engagement and satisfaction.

Work History

Associate Personal Banker

Banco Popular
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Teacher

ABC MONTESORI
  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
  • Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
  • Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
  • Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
  • Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
  • Assessed student performance regularly using both formative and summative assessments to inform future lesson planning.
  • Collaborated with other teachers to plan interdisciplinary units that connected subjects and promoted deeper understanding among students.
  • Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.
  • Identified struggling students early on and provided additional support through tutoring sessions and modified lesson plans.

Education

Engineering

Jose Licourt Dominguez
San Cristobal, Cuba
07.2021

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Client relationship management
  • Positive attitude
  • Cash handling
  • Fraud prevention
  • Attention to detail
  • Sales expertise
  • Relationship building and management
  • Interpersonal skills

Languages

Spanish
Professional Working

Timeline

Associate Personal Banker

Banco Popular

Teacher

ABC MONTESORI

Engineering

Jose Licourt Dominguez
Lorena Lugo Heredia