Summary
Overview
Work History
Education
Skills
Timeline
Generic

Luz Medina

Summary

Results-driven Relationship Banker recognized for high productivity and efficiency in task execution. Expertise in customer relationship management, financial advising, and risk assessment to provide tailored banking solutions. Strong communication, problem-solving, and adaptability skills enhance client interactions and satisfaction.

Overview

4
4
years of professional experience

Work History

Relationship Banker

Bank of America
12.2023 - 02.2025
  • Demonstrated strong problem-solving skills by addressing customer complaints and concerns, reflecting the ability to quickly identify issues and implement corrective actions
  • Built and maintained strong client relationships by providing personalized financial solutions, ensuring a deep understanding of individual client needs and offering products that aligned with their goals
  • Assisted clients with a wide range of account management tasks, including opening and closing accounts, processing transactions, and handling customer inquiries, ensuring a seamless banking experience.
  • Collaborated closely with other departments, including mortgage, lending, and investment advisors; strengthening cross-functional teamwork and delivering comprehensive financial solutions.
  • Managed daily banking transactions with a focus on accuracy and compliance, ensuring all activities adhered to bank policies and industry regulations

Client Service Specialist

Bank of America
08.2021 - 12.2023
  • Delivered exceptional customer service by assisting clients with mortgage inquiries, payments, and account management, ensuring each interaction improved their financial well-being.
  • Educated clients on mortgage options, loan terms, and repayment strategies in a clear, approachable manner to help them make informed financial decisions.
  • Proactively resolved complex customer issues by partnering with loan processing and compliance teams, reducing resolution time and increasing customer satisfaction.
  • Maintained deep knowledge of financial regulations and internal policies, ensuring all interactions were compliant and aligned with risk and control expectations.
  • Consistently exceeded department benchmarks for customer satisfaction and resolution rates, demonstrating dependability, active listening, and a client-first approach.

Loan Officer

Discover Financial
11.2020 - 07.2021
  • Managed a high volume of inbound calls, providing timely and accurate information regarding loan balances, interest rates, and payment schedules.
  • Assessed loan accounts for discrepancies and initiated corrective actions to resolve issues, working cross-functionally with internal teams to ensure timely resolution and client satisfaction.
  • Monitored loan accounts for potential default risk, proactively identifying and addressing issues that could impact claims resolution or customer experience.
  • Delivered detailed reporting on loan claims, highlighting trends and issues to senior leadership, aiding in decision-making and process improvement.

Education

Associate - Business Administration and Management

Estrella Mountain Community College
Avondale, AZ

Skills

  • Analytical problem solving
  • Active listening and communication
  • Financial advising
  • High-volume call management
  • Client relationship management
  • Regulatory compliance
  • Cash management
  • Banking operations

Timeline

Relationship Banker

Bank of America
12.2023 - 02.2025

Client Service Specialist

Bank of America
08.2021 - 12.2023

Loan Officer

Discover Financial
11.2020 - 07.2021

Associate - Business Administration and Management

Estrella Mountain Community College

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