Manuel De Leon Lua
Indio,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hard-working and experienced Supervisor leading team members on-time job completion. Assign tasks, train employees, provide feedback, mediate interpersonal conflicts and implement company procedures. Excellent communication and listening skills. Provide leadership and vision which drives teams to meet goals.
Overview
13
13
years of professional experience
Work History
Sr. Financial Service Representative/Supervisor
Pacific Premier Bank
04.2017 - 10.2023
- Enhanced client satisfaction by providing personalized financial advice and recommendations.
- Streamlined internal processes for improved efficiency in handling client accounts and transactions.
- Developed comprehensive financial plans to assist clients in achieving their long-term goals.
- Built strong relationships with clients, fostering trust and loyalty through exceptional service.
- Worked closely with compliance teams to ensure all transactions adhered to relevant legal guidelines, mitigating potential risks.
- Supervised front line associates modeling cross-sell opportunities and engagement strategies.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
Lead Teller Operations Specialist
Bank Of America
12.2010 - 03.2017
- Enhanced customer satisfaction by efficiently handling and resolving banking inquiries and concerns.
- Optimized cash management processes resulting in improved accuracy and efficiency of teller transactions.
- Reduced wait times for customers through streamlined transaction procedures and effective team coordination.
- Mentored junior tellers, fostering a supportive work environment that enhanced employee retention rates.
- Managed high-volume cash transactions with precision, ensuring accurate daily account reconciliation.
- Implemented fraud prevention measures to safeguard the bank''s assets and protect customer information.
- Led cross-selling initiatives, successfully promoting additional banking products and services to clients.
- Conducted regular audits of teller drawers to ensure adherence to internal controls and reduce discrepancies in cash balances.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Trained new hires on customer service policies and procedures.
Education
Bachelor of Arts - Graphic Design
California State Polytechnic University, Pomona
Pomona, CA05.2013
Skills
- Customer Support
- Records Management
- Customer Relations
- Business Development
- Cross-Functional Team Development
- Account development
- Client Relationship Building
- Cross-selling abilities
- Client Services
- Account Servicing
- Data entry proficiency
- Goal-oriented mindset
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Sr. Financial Service Representative/Supervisor
Pacific Premier Bank
04.2017 - 10.2023
Lead Teller Operations Specialist
Bank Of America
12.2010 - 03.2017
Bachelor of Arts - Graphic Design
California State Polytechnic University, Pomona