Lucia Munoz
Concord,CA
Overview
20
20
years of professional experience
1
1
Certification
Work History
Office Assistant
Alvarez & Associates
04.2012 - 05.2026
- Managed a high volume of calls and emails, efficiently redirecting inquiries and delivering exceptional customer service for clients, buyers and sellers.
- Supported daily operations, including scheduling and inventory management, using strong critical thinking and attention to detail.
Business Online Banker CSR2
Wells Fargo
08.2007 - 04.2012
- Conducted general account maintenance, generated documents per client requests, and integrated banking programs to streamline services.
- Educated customers on the benefits of financial reporting services and products, helping them make informed decisions to enhance their financial well-being.
- Exceeded monthly performance metrics, including customer satisfaction surveys, QA reviews, schedule adherence call hold/handle time, and sales goals.
Senior Personal Banker
U.S Bank
04.2006 - 05.2007
- Proficient in retail banking operations, including account management, loan processing, and investment advisory.
- Excellent interpersonal skills, adept at building rapport with clients to understand their financial needs and goals.
- Prepared and distributed correspondence, memos and reports, including customer satisfaction surveys.
- Handled incoming calls, emails, responding promptly and redirecting inquiries.
Education
Associates in Science - Public Health
Diablo Valley College
05.2027
Skills
- Hard Skills: Bilingual (fluent in Spanish & English), Excel, Outlook, Microsoft Word, Canva, PowerPoint
- Soft Skills: Organizational skills, communication, money management, public speaking, conflict resolution, attention to detail
Certification
EKG
Real Estate Certificate
Timeline
Office Assistant
Alvarez & Associates
04.2012 - 05.2026
Business Online Banker CSR2
Wells Fargo
08.2007 - 04.2012
Senior Personal Banker
U.S Bank
04.2006 - 05.2007
Associates in Science - Public Health
Diablo Valley College