Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Lucinda Mihalyi

Rancho Santa Margarita,CA

Summary

Dynamic banking professional with extensive experience at Bank of America, excelling in sales management and relationship building. Proven track record in operational efficiency and employee training, enhancing team performance and customer satisfaction. Skilled in loan processing and regulatory compliance, committed to driving results and fostering strong client connections. Seasoned Branch Operations Coordinator with background in streamlining operations, enhancing productivity and implementing cost-effective solutions. Possess strong leadership skills vital for managing staff, overseeing branch functions and fostering positive customer relations. Demonstrated ability to contribute positively to operational objectives and impact bottom line through effective process improvements. Resourceful Branch Operations Coordinator known for high productivity and efficient task completion. Specialized skills include workflow optimization, regulatory compliance, and customer service management. Excel in teamwork, problem-solving, and adaptability, ensuring smooth branch operations and positive client experiences. Enthusiastic professional experienced in leading branch staff to exceed sales goals while delivering excellent customer service.

Overview

16
16
years of professional experience

Work History

Branch Operations Coordinator

Wells Fargo Bank N.A.
Laguna Hills
08.2017 - 04.2025
  • Notary Public, Partner referrals and finding solutions to improve financial lives along with deepening relationships.
  • Account opening, Loan and Line lending, Credit products, Operations, Audit Reviews, Customer Service, Documentation soundness, Cash box responsibilities.
  • ATM Custodian, Monthly task certification and teaching our team with spot checks and some delegation to help them build within their career as well.

Assistant Branch Manager/Sales and Service Coordinator

Us Bank
Irvine, CA
01.2017 - 08.2017
  • Cross sales and referrals, along with partner referrals and deepening relationships.
  • Managing associates on a day to day basis, operations, audit reviews, customer service, account's processing along with documentation soundness, cash box responsibilities, Coordinating meetings, Preparing schedules, cash audits, proof work audits, sales.

Relationship Manager

Bank Of America
Ladera Ranch, CA
11.2008 - 01.2017
  • Helping in training, coaching, and managing sales of bank products, new businesses, helping in operations, client service, coaching and developing Tellers and Personal Bankers.
  • Managing associates on a day to day basis, operations, audit reviews, customer service, account's processing along with documentation soundness, cash box responsibilities, Coordinating meetings, Preparing schedules, cash audits, proof work audits, sales.

Education

NA - Medical. Did Not Complete And Stayed in Banking

Victor Valley Community College
Victorville, CA
01.2006

High School Diploma -

Sultana High School
Hesperia, CA
01-2004

Skills

  • Sales Management
  • Notary
  • Teller Operations
  • Banking Products and Services
  • Customer Service Skills
  • Regulatory Compliance
  • Relationship Building
  • Account management
  • Loan processing
  • Document verification
  • Cash handling
  • Customer service
  • Audit compliance
  • Team leadership
  • Sales coordination
  • Operational efficiency
  • Employee training
  • Risk assessment
  • Problem solving
  • Time management
  • Strategic planning
  • Compliance monitoring
  • Document preparation
  • Budget planning
  • Branch security
  • Federal regulations
  • Bank security expert
  • Excellent work ethic

References

References available upon request.

Timeline

Branch Operations Coordinator

Wells Fargo Bank N.A.
08.2017 - 04.2025

Assistant Branch Manager/Sales and Service Coordinator

Us Bank
01.2017 - 08.2017

Relationship Manager

Bank Of America
11.2008 - 01.2017

NA - Medical. Did Not Complete And Stayed in Banking

Victor Valley Community College

High School Diploma -

Sultana High School
Lucinda Mihalyi