OLGA IVETTE LEON FELIX
South Gate
Summary
Dynamic professional with extensive experience at SVB Private/First Citizens Bank, excelling in customer service and sales management. Proven track record in account processing and operational reporting, consistently surpassing goals. Adept at training teams and ensuring compliance, with a keen attention to detail and a passion for enhancing customer experiences.
Overview
9
9
years of professional experience
Work History
Office Associate IV/Sales and Service Representative
SVB Private/ First Citizens Bank
Los Angeles
09.2021 - Current
- Engaging customers in conversation to understand their banking needs and preferences.
- Assisting customers with all their needs through in-person, written and phone interactions.
- Meet and exceed sales and service goals and objectives.
- Processed account openings for customers with proper documentation.
- Assisting in training of incoming office associates.
- Developed monthly audit operational and reconciliation reports.
- Monitored various client account reports daily.
- Handled branch vault inventory.
Teller
Wells Fargo Bank
Downey
09.2019 - 06.2021
- Demonstrated great customer service, resolved customer concerns, and built rapport with customers.
- Handled ATM balances, refilled cash as needed, and verified ATMs were in good working order for customers.
- Processing transactions accurately and efficiently.
- Utilized digital resources to educate customers and enhance their overall banking experience.
- Ensured compliance with all internal controls and established policies and procedures to minimize losses.
Assistant General Manager
Panda Express
Irvine
02.2016 - 06.2019
- Processed invoices.
- Maintained high standards of customer service during high-volume, fast-paced operations.
- Trained and kept cashiers on track and helped them reach their goals each shift.
- Reconciled cash drawers and vault daily.
Education
Bachelors Degree of Arts - Economics
University of California, Irvine
Irvine, CA06-2019
California certified Notary -
National Notary Association
CaliforniaCoursera- Intuit - Bookkeeping
Intuit Academy Bookkeeping
OnlineSkills
- Customer service
- Sales management
- Account processing
- Operational reporting
- Cash handling
- Compliance adherence
- Transaction processing
- Inventory management
- Attention to detail
- Call handling
- Organizational skills
Languages
Spanish
Native/ Bilingual
Timeline
Office Associate IV/Sales and Service Representative
SVB Private/ First Citizens Bank
09.2021 - Current
Teller
Wells Fargo Bank
09.2019 - 06.2021
Assistant General Manager
Panda Express
02.2016 - 06.2019
Bachelors Degree of Arts - Economics
University of California, Irvine
California certified Notary -
National Notary Association
Coursera- Intuit - Bookkeeping
Intuit Academy Bookkeeping
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