Summary
Overview
Work History
Education
Skills
Timeline
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Yaritza Lopez

Park City,IL

Summary

Self-motivated and detailed oriented operations and customer care professional with 9+ years of combined experience in branch operations and customer relations. Excellent reputation for resolving problems and improving customer satisfaction. Excited to support (.....) achieve company goals by continuing to learn, grow and excel in this new role.

Overview

9
9
years of professional experience

Work History

HUB Service Delivery Member Relations

Baxter Credit Union
04.2022 - Current
  • Serviced 50-100 first tier incoming members through calls, chats, and message center. This includes general inquiries, processing of loan payments, submitting fraud and dispute claims.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Placed outbound customer service or customer satisfaction calls to follow up on issues.
  • Addressed customer account discrepancies and concerns.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.

Lead Associate of Operations

JPMorgan Chase Bank
01.2019 - 03.2022

Support branch manager with day to day branch operations including: opening/closing procedures, loss control, upkeep of current documentation, audit standards, dashboard errors, filing data and scheduling.

  • Coached staff on daily performance and conducted evaluations to constructively address concerns
  • Process and assist 30-50 in person client transactions per day including deposits, withdraws, transfers and property tax payments with the primary focus of building long-lasting relationships.
  • Custodian of multiple entities such as vault, cash recycler and ATM.
  • Complete accurate high-volume money counts via manual and machine driven approaches.
  • Collected, arranged and input information into database system.
  • Performed quarterly audits on ATMs/cashboxes according to predetermined checklist.
  • Supervise safety protocols and policies to reduce workplace hazards as the assigned safety coordinator.

Senior Teller

JP Morgan Chase Bank
04.2015 - 01.2019

Provided a high level of customer service through friendly approach, strong professionalism, and timely assistance with customer transactions.

  • Completed special procedures for customers such as check re-orders, stop payments, and account maintenance.
  • Promoted products and services to eligible customers to consistently achieve sales targets.
  • Tasked with balancing cash drawers, logging data, incoming/outgoing shipments, and faxing/filing documents.
  • Remained poised and professional in high-stress situations or when dealing with irate individuals.

Education

High School Diploma -

Addison Trail High School
Addison, IL
05.2013

Skills

  • Bilingual (English/Spanish)
  • Customer relationship development
  • 60 WPM typing speed
  • Good telephone personality
  • Proficient with Microsoft Office applications
  • Proficient with Salesforce, PSCU and DocuSign
  • Highly organized and detailed driven
  • Problem solver
  • Great communication skills
  • Experience in fast paced environments
  • Multi-tasker
  • Team player
  • Self motivated and highly driven to learn new skills

Timeline

HUB Service Delivery Member Relations

Baxter Credit Union
04.2022 - Current

Lead Associate of Operations

JPMorgan Chase Bank
01.2019 - 03.2022

Senior Teller

JP Morgan Chase Bank
04.2015 - 01.2019

High School Diploma -

Addison Trail High School
Yaritza Lopez