*** ******** **** **

WENDELL, NC *****

571-***-****

ad28dj@r.postjobfree.com

SONIA LOPEZ MEDINA

Insightful employee with over 7 years of extensive experience working as a Bank Teller and Personal Banker. Looking to attain a long term employer that will facilitate professional growth by utilizing and further developing upon foundational skills that will enable me to be a crucial asset to any organization.

EXPERIENCE

Bank of America, Raleigh NC — Relationship Banker

August 2022 - PRESENT

● Demonstrated exceptional problem-solving abilities in resolving client inquiries and concerns, resulting in high levels of customer satisfaction.

● Utilized excellent communication skills to effectively present and explain financial products and services to clients.

● Collaborated with cross-functional teams to deliver comprehensive banking solutions, including lending, investments, and wealth management.

● Responsible for accurately counting, verifying, and reconciling cash transactions on a daily basis.

Fidelity Investments, Durham NC — Workplace Planning Consultant JANUARY 2022 - August 2022

● Introduce 401k participants to business partners to have appropriate Investment Solution conversations.

● Building rapport and opening a conversation with Fidelity clients excelling in a dynamic call center environment, demonstrating proficiency in routing calls to optimize client interactions.

● Successfully attained SIE and Series 7 certifications, showcasing dedication to professional development and financial expertise. State Employees Credit Union, Raleigh NC — Financial Services Representative

OCTOBER 2019 - MAY 2021

● Process standard teller transactions for members including servicing member accounts, loan payments, cashing checks, and providing accurate information to address concerns regarding any of our products and services.

● Entrusted to work autonomously; administering the balancing of a personal cash box, the branch’s vault, Automated Teller Machines (ATMs), and Teller Cash Dispensers (TCDs) routinely averaging over $200,000 daily, while simultaneously conducting teller duties.

● Drive with empathy and incorporate problem solving skills to successfully uncover client needs and collaborate with other colleagues and internal departments to provide an accurate solution and improve customer service experience.

Bank of America, Cary, NC — Teller - and - Relationship Banker December 2016 - October 2019

● Ensuring client satisfaction by personally engaging and actively listening to each individual to create a tailored solution by recommending the best products through team collaboration.

● Responsible for selling financial products and services to both consumer and small business clients by leveraging in-depth product knowledge. Keep a daily agenda to build and deepen the relationships with customers.

● Continuously exceeded performance goals based on sales of financial products, outbound calls, client satisfaction surveys and driving digital incentives.

EDUCATION

Wake Tech, Raleigh NC — Associates in Arts (Active) SKILLS AND LANGUAGES

SKILLS: Customer Service Data Entry Cross-Functional Communication Cash Handling Sales/Upselling Detail Orientation Microsoft Office (Word, Excel, Powerpoint) Call Center Experience (5 years) Bilingual Customer Support Adaptability Analytical Thinking Budgeting

LANGUAGES: Spanish (fluent) English (fluent)

Contact this candidate