Customer Service Manager

Summary

Skills

Experience

CAITLIN LOPEZ

H: 720-***-**** ****************@*****.***

To obtain a position of director of operations or any management position Implementation of quality customer

service

Product knowledge toward sales

Inventory planning and control

Communication, including staff and

management

Problem solving and conflict

resolution

Sales Promoting and Advertising

Internal and External Audit

Compliance

Excels in team leadership

Excellent work ethic

Lead Teller Operations Specialist Jan 2006 to Mar 2007 Wells Fargo Bank 䠉 Glendale, CO

Supported prospective and loyal customers to identify needs while tailoring products to maximize sales opportunities

Balanced vault, all cash machines/drawers and guaranteed safety of all negotiable items

Prepared daily cash shipments

Trained on policy and procedures while approving transactions up to $100,000. Assistant Manager Business Development Mar 2007 to Mar 2012 Colorado State Bank and Trust 䠉 Lakewood, CO

Managed branch operations including maintenance of audit controls to ensure policy compliance and procedures

Achieved high scores on branch scorecard including outages, losses and customer service shops

Coached and trained new and current bankers/tellers on policy and procedures as well as products, sales and services

Maintained and budgeted branch supplies, scheduling and performance appraisals Supervised and Managed staff development through continual training and coaching on cross selling of quality products and services to assist financial needs and ensure account retention

Conducted customer sales activities and meetings, which established individual and team goals while promoting continuous feedback Performed daily huddles to ensure follow through of staff goals and commitments Tracked and reported sales goal with improving team members' development Contributed to branch goals by supporting partner referrals (investment, mortgage, treasury, business)

Opened and completed maintenance on consumer and business accounts and loans

Approved transactions up to $250,000

Owner Manager Mar 2012 to Current

Home Day Care 䠉 Aurora, CO

Orchestrate day to day operations for daycare

Prepare and organize monthly newsletters and schedules Review monthly finances and receipts

Education and Training

Activities and Volunteering

Develop and maintain relationships with parents and children Supervise and mentor 5 children

Market business to attract new enrollment

Provide a safe, clean, and positive learning environment BA Sociology 2004

University of Colorado Boulder 䠉 Boulder, CO, United States Colorado State Bank and Trust 䠉 Denver, CO, United States Teller I, II, and III Certification

Consumer Client Services

Branch Service and Sales

Extraordinary Sales Leadership

On the Job Training Coach

Medallion Stamp Guarantee Certification

National Mortgage Licensing System

Vice President of Bank Club 528*-****-****

Assistant Manager Development Program Graduate 2008 Promoted to Teller Supervisor 2008

Circle of Five Leadership Roundtable 2009

Promoted to Assistant Branch Manager 2009

Head of Operations and Customer Service Committees 2009-2012 2007-2012

Junior Achievement; taught business and economic concepts to elementary students

Park Hill Assisted Living

Community Walks to raise money for the Homeless Coalition

Contact this candidate