Lucy Arellano
McKinney,TX
Summary
Highly-motivated Financial Center Operations Specialist with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Devoted to providing every customer a positive and memorable experience.
Overview
7
7
years of professional experience
Work History
Financial Center Operations Specialist
Independent Financial
05.2022 - Current
- Assist Financial Center Manager with and lead financial center audit processes and training of financial center staff
- Serve as an operational subject matter expert and provide support to Teller and Service Associate staff by reviewing complex customer transactions and providing guidance, overrides, and approvals as required
Financial Center Service Associate
Independent Financial
07.2021 - 05.2022
- Proficient in opening CD's, IRA's, and business accounts according to bank policies and procedures
- Efficient in processing maintenance, operations, and correspondence for new and existing accounts as needed.
Financial Center Teller
Independent Financial
08.2019 - 07.2021
- Anticipate customer needs and provide high quality service while following bank policies and procedures
- Balance and maintain cash drawer limits according to bank policies and procedures.
Assistant Sales Lead, Lead Style Advisor
Justice
07.2017 - 08.2019
- Increased sales using stellar customer service
- Trained and coached new style advisors when necessary in handling registers, inventory, and unloading merchandise
Education
Pursuing An Associates Degree - Nursing
Collin College
Skills
- Customer Service
- Problem Anticipation and Resolution
- Relationship Building
- Proficient in Microsoft Office
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Financial Center Operations Specialist
Independent Financial
05.2022 - Current
Financial Center Service Associate
Independent Financial
07.2021 - 05.2022
Financial Center Teller
Independent Financial
08.2019 - 07.2021
Assistant Sales Lead, Lead Style Advisor
Justice
07.2017 - 08.2019
Pursuing An Associates Degree - Nursing
Collin College