Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lucia Pena

Rio Medina ,TX

Summary

Detail-oriented Credit Card Specialist with over 15 years in client relationship building and payment processing. Expertise in application processing and transaction monitoring, ensuring seamless customer experiences and enhancing operational efficiency.

Detail-oriented Credit Card Specialist with extensive experience in client relationship building, application processing, and transaction monitoring. Proven ability to enhance customer satisfaction while ensuring compliance with banking regulations.

Overview

21
21
years of professional experience

Work History

Credit Card Specialist

JPMorgan Chase
San Antonio, TX
06.2009 - 07.2024

I took credit card payment, I ordered new card cards, changed address, filed claim, activated cards, and activated reward.

Teller

Wells Fargo
Ogden, UT
01.2004 - 05.2007
  • Supervised daily operations of cash handling and transaction processing.
  • Trained and mentored junior tellers on customer service best practices.
  • Ensured compliance with banking regulations and internal policies.
  • Resolved customer inquiries and issues to enhance satisfaction levels.
  • Implemented process improvements to streamline cash management procedures.
  • Analyzed transaction data to identify trends and inform operational strategies.
  • Coordinated with management to develop training programs for staff development.
  • Led initiatives to enhance team performance and achieve branch goals.
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.

Education

High School Diploma -

Breckenridge High School
San Antonio Texas

Associate of Business Administration - Business

Durham Community College
San Antonio, TX
01.1974

Skills

  • Client relationship building
  • Application processing
  • Transaction monitoring
  • Payment processing
  • Dispute resolution
  • Fraud investigation

Timeline

Credit Card Specialist

JPMorgan Chase
06.2009 - 07.2024

Teller

Wells Fargo
01.2004 - 05.2007

High School Diploma -

Breckenridge High School

Associate of Business Administration - Business

Durham Community College
Lucia Pena