Tina Lopes
Allentown,PA
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, exceptional interpersonal skills and team player.
Overview
28
28
years of professional experience
Work History
Universal Banker III
Firstrust Bank
Allentown, Pennsylvania
11.2024 - Current
- Acknowledge and greet customers upon entering the bank.
- Open new checking, savings, certificate of deposit, estate accounts as well of business accounts.
- Cross-sell bank products such as debit cards, credit cards as well as financial investments.
- Process deposits, withdrawals, debit card applications, disputes and maintenance accounts as needed
- Manage daily cash handling.
- Responsible for settling my cash drawer, ATM, TCR and Vault on a daily basis.
- Maintain compliance with banking regulations and regulations and policies.
Retail Personal Banker
Embassy Bank for the Lehigh Valley
Bethlehem, PA
08.2010 - 03.2024
- Educated customers on the various products and services offered by the bank.
- Developed great rapport and relationships with customers to ensure their satisfaction with banking services.
- Provided advice to customers regarding financial decisions such as retirement accounts, loans and credit cards.
- Responsible for all teller and platform duties, teller transactions, opening new CD accounts personal, business and estate accounts. Decisioning daily overdrafts, settling ATM and vault
- Loan applications from taking the application to underwriting, closing and disbursing the loan.
Customer Service Supervisor
Lafayette Ambassador Bank
Bethlehem, PA
03.1998 - 08.2010
- Supervised and trained customer service staff to ensure excellent customer service delivery.
- Provided guidance and support to customer service associates and customer service representatives, including coaching and mentoring.
- In charge of teller and platform work
- Serviced customers with all their banking needs which included teller transactions as well as opening and closing accounts and taking loan applications. Decisioning daily overdrafts, settling ATM and vault.
- Responsible for monthly audits and reports making sure to also meet monthly goals.
Education
High School Diploma -
QECVI
Kingston Ontario Canada06-1982
Banking Fundamentals, Acounting I And Accounting II
Northampton Community College
Bethlehem, PASkills
- Sales proficiency
- Cross-selling abilities, positive attitude
- Banking Policies and Procedures
- Excellent Customer Service skills
- Branch Operations, cash handling
- Loan applications and underwriting
Timeline
Universal Banker III
Firstrust Bank
11.2024 - Current
Retail Personal Banker
Embassy Bank for the Lehigh Valley
08.2010 - 03.2024
Customer Service Supervisor
Lafayette Ambassador Bank
03.1998 - 08.2010
High School Diploma -
QECVI
Banking Fundamentals, Acounting I And Accounting II
Northampton Community College