Maria Lopez
Long Beach,CA
Summary
Dedicated Personal Banker with 5+years of financial industry experience. Familiar with bank regulations, financial best practices and effective sales strategies, who’s objective is to broaden experience and knowledge in the work field where opportunities will be open and success is accessible.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Banking Relationship Specialist 2
Farmers & Merchants Bank
12.2023 - Current
- Followed all company policies and procedures to deliver quality work.
- Developed strong client relationships through consistent communication and attentive service.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Evaluated client financial positions and identified most appropriate banking products.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
Bank Officer/Personal Banker
Citibank N.A.
10.2021 - Current
- Set risk management policies to mitigate bank losses.
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services Cross-selling bank products and services to meet customer needs and provide options.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Refer to Wealth Management Partners and assist with Affluent Clientele.
- Assist branch with operational procedures in order to comply with bank regulations.
Concierge Banker
Citibank N.A
04.2021 - 10.2021
- Provide exceptional service delivery to customers and executing all service transactions such as deposits, withdrawals, payments, address changes, replacement card orders, & disputes.
- Handle consumer account opening and credit applications.
- Addressed customer inquiries with timely and professional responses via phone, email and in-person interactions.
- Remedied issues quickly and effectively through active listening, conflict resolution, and dynamic communication skills.
Teller
Citibank, N.A.
09.2018 - 03.2021
- Performing deposits and withdrawals
- Check cashing and servicing
- Counting cash and currency
- Ordering checks, foreign currency, replacing debit cards and assisting customers with servicing needs.
Cash Office Administrator
TJX Companies
08.2012 - 09.2018
- Managing daily cash transactions
- Balancing of Safe and preparing register bags for the next sales day
- Processing of daily receipts, deposits, and logs
- Monitoring previous day register activity and daily balancing of 7 registers
- Track variances and research mistakes when they occur
- Utilization of POS electronic reports and filing key input of cash, coupons, checks
- Sending out deposits
- Ordering weekly change as well as receiving
- Preparing daily cash sales report packet for manager to overlook
- Logging in and Distributing loans when needed.
Education
Long Beach City College
Skills
- Strong Customer Service Skills (10 years)
- Strong knowledge of all bank retail products and services
- Strategic sales knowledge
- Goal-oriented positive and upbeat decisive
- Bilingual fluent in Spanish both writing and speaking
Certification
- CNP - Certified Notary Public Commission Expires 09/18/2026
Timeline
Banking Relationship Specialist 2
Farmers & Merchants Bank
12.2023 - Current
Bank Officer/Personal Banker
Citibank N.A.
10.2021 - Current
Concierge Banker
Citibank N.A
04.2021 - 10.2021
Teller
Citibank, N.A.
09.2018 - 03.2021
Cash Office Administrator
TJX Companies
08.2012 - 09.2018
Long Beach City College