Rubi Orozco
Compton,CA
Summary
Proven financial professional with a strong background in customer service and banking operations, notably at JPMorgan Chase & Co. Excels in relationship building and management, leveraging communication skills to exceed customer expectations. Demonstrated expertise in financial services, enhancing customer satisfaction and loyalty through effective knowledge management and sales strategies.
Overview
8
8
years of professional experience
Work History
Branch Relationship Banker
California Bank & Trust
Los Angeles, California
06.2024 - Current
- Provided personalized customer service to clients, including answering inquiries and resolving complaints.
- Identified customer needs and provided appropriate banking solutions and services.
- Ensured compliance with bank policies and procedures, as well as applicable laws and regulations.
- Opened new accounts for customers; maintained account records in accordance with established protocols.
- Cross-sold bank products such as credit cards, debit cards, investments and insurance plans to existing customers.
- Developed strong relationships with customers by providing excellent customer service while building a loyal client base.
- Assisted customers with online banking questions or concerns; provided instructions on how to use the bank's digital services effectively.
- Identified financial needs of customers and presented appropriate product and service options.
Personal Banker Float
JPMorgan Chase & Co
Los Angeles, CA
05.2022 - 06.2024
- Assitanting customers by discovering their finanacial needs by knowledging them with our products and services
- Opening accounts checking and savings, credit card applications, submitting wire transfers, CD opening, adding beneficaries/ power of attonery, business account opening referral, business line of credit referral, homelending refferal, investment refferal and etc
- Respecting the culture of banking by providing the highest level of hospitality and maintaining intregity building the long term relationship with our customers
- As part of my float coverage I am responsible for providing the absolute support to each branch under my region to meet their branch quotas and introducing a more upbeat experience for new customers
Assistant Manager
76 Gas Station
Inglewood, CA
09.2016 - 03.2024
- Coverage based on business needs
- Responsible for weekly food, drinks, tabacco products, lottery and gas report
- Attending customers efficiently with they're needs
- Keeping the establish restocked & clean
Sales Associate
Ace Cash Express
Los Angeles, CA
08.2020 - 05.2022
- Serciving customers in helping them apply for payday loans delivering disclosures in understanding matter
- Check cashing fully verifying all funds and legitimate of the checks
- Submitting wire transfers to different regions of the country and US
- Along with promoting our pre paid cards enrolling customers into direct depoist
- Being a full coverage to all South Los Angeles district branches
Education
High School Diploma -
Hawthorne High School
Hawthorne, CA06.2016
Counseling
Long Beach City College
Long Beach, CASkills
- Customer service
- Communication skills
- Hospitality Experience
- Knowledge Management
- Sales Experience
- Banking operations
- Relationship building and management
- Financial Services
- Teller background
Timeline
Branch Relationship Banker
California Bank & Trust
06.2024 - Current
Personal Banker Float
JPMorgan Chase & Co
05.2022 - 06.2024
Sales Associate
Ace Cash Express
08.2020 - 05.2022
Assistant Manager
76 Gas Station
09.2016 - 03.2024
High School Diploma -
Hawthorne High School
Counseling
Long Beach City College