Summary
Overview
Work History
Education
Skills
Timeline
BusinessDevelopmentManager

VANESSA MEZA

MONTEBELLO,CA

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

14
14
years of professional experience

Work History

Member Service Advocate

Farmers Insurance Federal Credit Union
10.2022 - 03.2024
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction
  • Responded to customer calls and emails to answer questions about products and services
  • Handled complaints with prompt, courteous service to uphold professional reputation
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions
  • Cross-sold bank services and products to uplift customer investments
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
  • Investigated and resolved customer inquiries and complaints quickly
  • Exhibited high energy and professionalism when dealing with clients and staff
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Managed high call volumes while maintaining exceptional service quality and professionalism.

Contact Center Representative

Flagstar Bank
03.2022 - 07.2022
  • Provided exceptional customer service by actively listening to inquiries and offering personalized solutions.
  • Participated in regular team meetings, sharing insights on common issues faced by customers for collective problem-solving efforts.
  • Increased first call resolution rates by utilizing comprehensive product knowledge and problem-solving skills.
  • Managed high call volume while remaining focused on delivering excellent customer experiences.
  • Navigated multiple software applications simultaneously, ensuring accuracy and efficiency in handling customer inquiries.
  • Demonstrated empathy towards customer concerns, fostering trust and rapport during interactions.
  • Improved customer satisfaction by efficiently addressing and resolving issues in a timely manner.

Associate Banker

JP Morgan Chase
02.2019 - 06.2020
  • Protected business from unnecessary liability by carefully following security and safety standards
  • Carried out high-quality work with little oversight
  • Satisfied customers every day with fast, friendly, and knowledgeable support for their financial needs
  • Helped managers improve area operations by sharing customer feedback and contributing new ideas
  • Taught new employees important procedures such as federal regulations and policies that must be followed, in order to protect the customers and business as well.

Assistant Branch Manager

JP Morgan Chase
07.2017 - 10.2018
  • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act
  • Monitored operations to ensure that interactions and processes complied with operational policies
  • Reviewed work performed by full-time and part-time employees, providing mentoring and support to improve performance
  • Enforced operational controls to mitigate losses
  • Addressed customer complaints and assisted in timely resolution for all
  • Recruited and trained top-quality candidates to fill vacancies and maximize the team's performance.

Lead Teller Operations Specialist

JP Morgan Chase
08.2014 - 07.2017
  • Maintained and updated files and records to support efficient operations
  • Managed communications between team members, customers, and vendors to keep operations efficient and successful
  • Filed records to keep the system efficient and information organized
  • Managed daily tasks consistently and sought out opportunities to go beyond requirements to hit our daily goals.

Teller

JP Morgan Chase
05.2012 - 08.2014
  • Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy
  • Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud
  • Collected payments for mortgages, loan balances on behalf of the customers
  • Kept inventory levels optimized and supplies organized for forecasted demands
  • Consulted with customers to understand desires and suggest the best products to meet needs
  • Collaborated well with team members to carry out daily assignments and achieve team targets.

Education

High School Diploma -

Schurr High School
Montebello, CA

Skills

  • Verbal communication
  • Multitasking
  • Performance reviewing
  • Manage employees
  • Problem-solving
  • Secure bank vaults
  • Manage operations
  • Employee training and development
  • Policy and Procedure Adherence
  • Clear Verbal Communication Skills
  • Reading Comprehension
  • Complaint Handling
  • Cross-selling abilities

Timeline

Member Service Advocate

Farmers Insurance Federal Credit Union
10.2022 - 03.2024

Contact Center Representative

Flagstar Bank
03.2022 - 07.2022

Associate Banker

JP Morgan Chase
02.2019 - 06.2020

Assistant Branch Manager

JP Morgan Chase
07.2017 - 10.2018

Lead Teller Operations Specialist

JP Morgan Chase
08.2014 - 07.2017

Teller

JP Morgan Chase
05.2012 - 08.2014

High School Diploma -

Schurr High School

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VANESSA MEZA