Luis Lee

This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

• Executes the bank's risk culture and strives for operational excellence.
• Reach out to prospective retail banking customers and establish business relationships.
• Builds relationships with individual clients to meet their financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending and investments.
• Manages financial center traffic, appointments and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

• Elaborates plans to market the company's solar energy solutions and services via Facebook and Instagram.
• Focuses on creating and executing strategies to generate leads for the business through presence on social platforms.
• Creates artwork, contents and presentations that drive sales, appealing to the customers' eyes.
• Monitors and responds to social media questions and comments.

(Seasonal)

• Recommended products to each customer, demonstrated how to use fragrances, participated in special sales events, and maintain a pleasant selling areas.
• Demonstrated products to help customers make purchasing decisions on perfumes and fragrances.
• Applied extensive knowledge and training on perfume and scent products to educate prospects and customers.
• Utilized well-honed interpersonal and people skills to approach customers, engaging in conversation to promote products.

• Maintained positive customer relationships by responding quickly to customer inquiries.
• Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
• Interviewed, hired and trained staff associates and equipped them to comply with company policies and procedures.
• Provided weekly work schedules to employees to accommodate business demands and vacation requests.
• Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan for improvements and evaluate progress towards goals.
• Promoted professional growth and facilitated talent development of each associate to drive performance excellence.
• Provided assistance to patients in the pharmacy with their prescriptions, drop-offs, and insurance issues.

• Completed store opening and closing procedures and balanced tills.
• Trained and mentored new employees to maximize team performance.
• Responded to and solved customers questions and concerns.
• Kept employees operating productively and working on tasks to meet business and customer needs.
• Helped store management meet standards of service and quality in daily operations.
• Delivered superior training and leadership to team to boost performance and help team members achieve performance targets.
• Inventoried material on weekly basis to identify and resolve discrepancies, maintaining highly accurate and current records.
• Provided assistance to patience with the pharmacy with their prescriptions, drop-offs, and insurance issues.

• Supervised day-to-day customer service operations to provide staff with guidance and drive productivity.
• Trained, oversaw and mentored new team members to strengthen performance and job expertise.
• Stepped up to assist customer service manager with complaints and issues during times of department short staffing.
• Operated multiple services simultaneously (Wester Union, Money Orders, Utility Payments, Florida Lotto, Check Cashing, etc.) while abiding by company policies and maintaining awareness of scams, money laundering and quick artists.
• Greeted customers and listened closely to problems described to determined solutions.

• Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
• Worked flexible schedule and extra shifts to meet business needs.
• Greeted customers entering store and responded promptly to customer needs.
• Built relationships with customers to encourage repeat business.
• Helped customers complete purchases, locate items, and join reward programs.