Monika Lara
Lodi,CA
Summary
Highly motivated and responsible individual with success at managing multiple priorities at once, with a positive attitude. Strong customer and office support skills with an end goal of ensuring that the customer or client has the best possible experience. With a strong drive of ethics, integrity, and pertinent attention to detail, it is my priority to ensure that at the end of each day, I have done everything in my power to make each day a success.
Overview
15
15
years of professional experience
Work History
Office Manager
All Pins Manufacturing
01.2017 - Current
- Performing a wide range of office tasks such as creating customer invoices, Creating quotes for potential contracts, answering customer calls regarding current and new orders, strong data entry, coordinating customer appointments for future contracts, returning emails and providing appropriate responses on the status of all jobs, and printing UPS labels for finalized jobs being sent out.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Personal Banker
Wells Fargo
01.2012 - 11.2015
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Customer Service Representative
Wells Fargo
10.2010 - 01.2012
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Updated account information to maintain customer records.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Hybrid role of teller and banker based on branch needs daily.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Teller
Wells Fargo Bank
10.2009 - 10.2010
- Strong focus on sales and services of retail banking products.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
High School Diploma -
Calaveras High School
San Andreas, CA2006
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Customer Relations
- Excellent multi-tasking ability
- Clear oral/written communication
- Scheduling and calendar management
- Administrative Support
- Data Entry
Timeline
Office Manager
All Pins Manufacturing
01.2017 - Current
Personal Banker
Wells Fargo
01.2012 - 11.2015
Customer Service Representative
Wells Fargo
10.2010 - 01.2012
Teller
Wells Fargo Bank
10.2009 - 10.2010
High School Diploma -
Calaveras High School
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