Lydia Soto
Olympia
Summary
Dedicated banking professional with over 4 years of experience at Chase Bank, committed to empowering clients to achieve financial confidence and security. Recognized for cultivating strong relationships based on trust while delivering expert financial guidance with a focus on care and professionalism. By understanding individual goals, personalized solutions are crafted to foster lasting financial stability and peace of mind. Passionate about helping clients navigate their financial journeys with clarity and assurance.
Overview
2027
2027
years of professional experience
Work History
Associate Banker
Chase Bank
Lacey, WA
2021 - Current
- Delivered comprehensive account transactions, including deposits, withdrawals, payments, and wire transfers, while ensuring high standards of accuracy and efficiency.
- Provided detailed instruction on digital and mobile banking tools, enabling clients to utilize self-service options effectively.
- Support branch operations through task management, checklists, and regulatory compliance.
- Handled incoming phone inquiries, focusing on customer authentication processes and account maintenance tasks.
- Oversaw vault cash management to ensure accuracy in teller transactions and fulfillment of large cash orders.
- Monitored and maintained ATM cash reserves while processing weekly deposits, ensuring financial accuracy and security.
- Delivered exceptional customer service by resolving inquiries and fostering client satisfaction.
Barista
Starbucks
Lacey, WA
2018 - 2021
- Facilitated friendly and prompt customer service to enhance overall satisfaction.
- Developed and maintained positive customer relationships, reinforcing brand integrity and standards.
- Delivered exceptional customer service, fostering positive relationships with regular patrons.
Education
Associate of Arts - General Studies
South Puget Sound Community College
Diploma -
Olympia High School
Skills
- Facilitates resolution of challenging member concerns
- Experienced in cash management
- Strengthens member relationships
- Experienced with mobile banking platforms
- Registered Notary Public
- Understanding of financial compliance regulations
- Skilled in managing new account setups
- Expertise in consumer lending products
- Skilled at conducting account investigations and resolving member issues
- Proficient in Microsoft Office 365 applications
- Competent at providing support via telephone
Timeline
Associate Banker
Chase Bank
2021 - Current
Barista
Starbucks
2018 - 2021
Associate of Arts - General Studies
South Puget Sound Community College
Diploma -
Olympia High School