Lynette Lopez
Corpus Christi,TX
Summary
Detail-oriented banking professional with experience in managing cash transactions and ensuring compliance with regulations. Known for strong problem-solving skills and team collaboration, contributing to enhanced customer service processes.
Overview
4
4
years of professional experience
Work History
MSS
RBFCU - Credit Union
Portland, TX
10.2022 - Current
- Assisted clients with account inquiries and transaction processing.
- Managed daily cash transactions and balanced cash drawers.
- Collaborated with team members to streamline customer service processes, enhancing overall client satisfaction.
- Educated clients on available banking products and services, enabling informed financial decisions.
- Resolved client issues by providing timely support and solutions.
- Maintained compliance with banking regulations and policies effectively.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Analyzed customers' financial information to determine the best banking products for them.
- Helped customers understand and use mobile applications and online banking.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Advised customers on bank products, services, and financial planning options, fostering long-term client relationships.
- Modified customer accounts by updating details and statuses.
- Maintained accurate records of all transactions within the branch's database system.
- Developed excellent rapport with custom builders to expand opportunities for growth.
Bank Teller
Prosperity Bank
Corpus Christi, Tx
03.2022 - 10.2022
- Processed customer transactions accurately and efficiently using banking software.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained cash drawer integrity through balancing and reconciliation to ensure accuracy and security.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Ensured compliance with bank policies and regulations during all transactions.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Reconciled cash and checks against computer records at end of shift.
- Assisted customers with account inquiries and resolved issues to enhance customer satisfaction.
- Delivered exceptional customer service by addressing inquiries, resolving complaints, and processing transactions efficiently.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Education
High School Diploma -
Foy H. Moody High
Corpus Christi05-1999
Skills
- Transaction processing
- Regulatory compliance
- Financial advising
- Cash handling
- Customer relationship management
- Customer service
- Customer education
- Problem solving
- Multitasking
- Time management
- Organization
- Dependable and responsible
- Customer relations
Timeline
MSS
RBFCU - Credit Union
10.2022 - Current
Bank Teller
Prosperity Bank
03.2022 - 10.2022
High School Diploma -
Foy H. Moody High