Lourdes Weikel
Sheridan,WY
Summary
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. Energetic associate with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.
Overview
25
25
years of professional experience
Work History
Associate Banker
BMO Bank Of Montreal
11.2023 - 02.2024
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- 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.
- Executed wire transfers, stop payments and account transfers,.
- Opened, closed, and updated accounts for customers.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
- Provided advice on different bank products and financial options.
- Balanced teller drawer and a Single Custody Vault
- Educated customers on features and benefits of banking products and services.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Referred customers to other banking departments for specialized services.
Assistant Manager, AVP
Bank Of The West, BNP Paribas/ BMO
10.1998 - 11.2023
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored security to protect employees, customers and property.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various tasks.
- Mentored team members to enhance professional development and accountability in workplace.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Worked effectively in fast-paced environments.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Self-motivated, with a strong sense of personal responsibility.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Paid attention to detail while completing assignments.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Organized and detail-oriented with a strong work ethic.
Operations Manager
KeyBank National Association
03.2006 - 08.2008
- Paid attention to detail while completing assignments.
- Skilled at working independently and collaboratively in a team environment.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Gained strong leadership skills by managing projects from start to finish.
- Gained extensive knowledge in data entry, analysis and reporting.
- Applied effective time management techniques to meet tight deadlines.
- Interacted well with customers to build connections and nurture relationships.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Reduced operational risks while maintaining Strong Audit Results.
- Assisted in recruiting, hiring and training of team members.
Education
GED -
Foothills Community College
San Diego, CASkills
- Customer Service
- Cash Handling
- Customer Service-Oriented
- Teller Support
- Customer Relations
- Organization and Time Management
Timeline
Associate Banker
BMO Bank Of Montreal
11.2023 - 02.2024
Operations Manager
KeyBank National Association
03.2006 - 08.2008
Assistant Manager, AVP
Bank Of The West, BNP Paribas/ BMO
10.1998 - 11.2023
GED -
Foothills Community College
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