Rafael Solorio
Granada Hills,CA
Summary
Customer-focused Banking Professional with expertise in facilitating financial transactions and enhancing client engagement. Skilled in educating clients on digital banking tools and efficiently resolving account inquiries. Committed to accuracy in processing transactions and ensuring compliance with security protocols, while fostering strong relationships through effective communication.
Overview
9
9
years of post-secondary education
6
6
years of professional experience
Work History
Universal Associate Banker Teller
Chase Bank
09.2022 - Current
- Educated clients on digital banking tools and branch services.
- Resolved account inquiries by effectively utilizing Chase Bank systems and policies to enhance client satisfaction.
- Processed deposits, withdrawals, check cashing, loan payments, cash advances and money orders.
- Opened new checking, savings, and credit cards for customers and gathered required customer information.
- Cross-sold banking products, including loans, credit cards, and investments, to meet client needs and contribute to branch goals.
- Referred banking clients to specialists for lending and investment needs.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Educated team members on proper cash drawer handling procedures.
- Balanced daily cash deposits and vault inventory, ensuring accuracy and compliance with bank regulations.
COVID-19 Tester
Malibu Medical Center
09.2021 - 02.2022
- Performed COVID-19 testing on individuals who met the criteria for testing according to CDC guidelines.
- Collected and prepared nasal-pharyngeal samples for PCR testing of COVID-19 in accordance with standard methods and processes.
- Collected nasal and throat specimens using approved infection control procedures
- Verified patient identity and recorded test information in medical charts
- Explained testing steps and safety instructions to visitors at Malibu Medical Center, ensuring understanding and compliance
- Maintained clean testing stations and disinfected equipment after each use to uphold safety standards
- Coordinated patient movement through testing areas to enhance efficiency. through testing areas to ensure timely service. through Malibu Medical Center testing areas and waiting lines
- Followed center protocols for exposure control and personal protective equipment
- Coordinated patient flow through Malibu Medical Center testing areas and waiting lines
Intern
Camino Real Mortgage Bankers
10.2020 - 09.2021
- Reviewed income, asset, and credit documents for file completeness.
- Assisted mortgage bankers in reviewing borrower files and preparing necessary documentation to ensure compliance and accuracy.
- Communicated with clients about required paperwork and next steps.
- Recorded task advancements for better workflow management. of assigned tasks for effective workflow management. Supported the daily branch workflow.
- Maintained accurate records of all activities performed throughout the internship period.
- Maintained a positive working relationship with fellow staff and management.
- Identified client preferences to improve service delivery. through effective communication and analysis. to tailor services for improved satisfaction. to facilitate tailored services. efficiently of customers promptly and efficiently.
- Analyzed key performance indicators to identify effective strategies.
Stocker
Whole Foods Market Produce
05.2021 - 08.2021
- Stocked Whole Foods Market Produce shelves with fresh fruits and vegetables.
- Rotated produce using FIFO standards to maintain freshness and presentation.
- Inspected produce quality and removed damaged items from displays.
- Streamlined produce inventory organization in backroom to enhance stock management. and replenished floor stock.
- Created visually appealing produce displays that adhered to Whole Foods Market merchandising standards to attract customers.
- Cleaned produce cases, shelves, and work areas to support sanitation.
- Guided customers in locating produce and answered product questions to enhance their shopping experience.
- Maintained neat, safe and orderly workspace to prevent accidents and injuries.
- Provided customer service by answering questions about product location, price and availability.
Education
Bachelor of Business - Economics
California State University Northridge
Northridge, CA 08.2020 - 05.2026
High School -
Alemany High School
Mission Hills, CA 08.2016 - 05.2020
Skills
- Financial analysis
- Cash management
- Transaction accuracy
- Compliance knowledge
- Sales and Cross-selling
- Client relationship management
- Branch operational support
- Excellent customer service
- Bilingual in Spanish and English
- Effective communication
- Adaptability under pressure
- Strong curiosity
- Professional demeanor
- Accurate data entry
- Quick learner
Timeline
Universal Associate Banker Teller
Chase Bank
09.2022 - Current
COVID-19 Tester
Malibu Medical Center
09.2021 - 02.2022
Stocker
Whole Foods Market Produce
05.2021 - 08.2021
Intern
Camino Real Mortgage Bankers
10.2020 - 09.2021
Bachelor of Business - Economics
California State University Northridge
08.2020 - 05.2026
High School -
Alemany High School
08.2016 - 05.2020