Customer Service Branch Manager
Resume:
Ericka Isabel Medrano-Lopez
Isabel Medrano-Lopez
The Colony, TX 75056
****************@*****.***
Professional Summary
Dedicated Assistant Bank Manager with leadership experience, financial and exceptional customer service skills. Have a solid foundation in banking operations, compliance and staff development for 10years. Committed to achieving branch goals and developing a cohesive environment. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Member Relationship Specialist
Credit Union of Texas-Lewisville, TX
March 2024 to Present
Identifying membership and lending needs to their members financial needs. 1. Establish membership, depository accounts, loans and account maintenance. 2. Uncover members needs by building rapport and asking questions to provide solutions. 3. Do follow ups to uncover any additional banking needs. 4. Outbound sales calls and answer inbound calls.
5. Submit auto loans, Home Equity and Mortgages referrals. 6. Establish business accounts and referrals to business lending. Assistant Branch Manager
InTouch Credit Union-Frisco, TX
March 2022 to March 2024
Assist member with banking needs and help extend their wallet share with ITCU. Problem solve with sense of urgency. Provide excellent customer service. Conduct outbound sales calls daily. Establish products per members needs.
Help coach team members and be available at all times. Flexible with time and changes within the workplace and helping other branches.
Conduct monthly, weekly and quarterly audits. Conduct new account audits and new business account audits.
Assist with credit card applications, personal loans, auto loans and HELOCs. Maintain a professional demeanor while interacting with irate members. Assist branch manager with developing team members. Mentor, Coach and Guide staff. Volunteer in community events and chamber events. Reviewed 100% on secret shopper.
Personal Banker/Teller
First Convience Bank-Frisco, TX
August 2015 to September 2020
Opened bank products such as checking, savings, cds, credit cards and business accounts. Had personal sales goals that were achieved monthly by hitting 100% or more a month. Achieved district employee of the month several times. We were required to have sales skills such as marketing and cross-selling, cashing checks, making deposits, wire transfers and cash handling. I also dealt with handling customer issues and I was also ATM & Vault teller custodian, I made the cash orders for our bank and also became the Branch Mentor, as in training new team members. Skills used: Multi-tasking, Great customer service, Reliability and Ability to work under pressure, Leadership and Team player, Fluent in Spanish and English, Loyal and Discrete and Honest. Customer Service Representative
UnitedHealth Group-Richardson, TX
January 2015 to April 2016
Responsibilities
Receiving inbound calls and making outbound calls up to 90 calls a day, Setting House call visits for members that qualify for that benefit that their medical insurance offers them. Also collecting bill payments and setting up payments arrangements. Recruiter (Contract)
Crossmark-Plano, TX
September 2015 to December 2015
Responsibilities
Making cold calls and offer people part time jobs, also sourcing and post job ads on every job website, Such Indeed, CareerBuilder, Craiglist and more . Accomplishments
I learned to be persistent and positive all the time . Very hard worker,
Customer Service Representative
Water Event-Carrollton, TX
March 2015 to June 2015
Service Professional
* Experienced working in diverse business environments that demand strong organizational, technical and interpersonal skills.
* High confidence and exemplary interaction with cross-functional department personnel, vendors and sales representatives exercising a high degree of professionalism.
* Detail oriented, and ability to complete independent and team projects on time and in accordance with company goals and client needs.
· Answering inbound calls. And doing outbound calls. I Speak English and Spanish Fluently. Customer Service
CMI Group-Carrollton, TX
January 2015 to March 2015
Answering inbound calls
* Always listened to the customer's need and made them feel valuable.
* Provided quality customer service to customers
* Take payments over the phone and schedule future dated payments to avoid some type of interruption, Customer Service Representative
PLS Check cashiers-Carrollton, TX
October 2013 to December 2014
Accounting
* Provided great customer service,
* Great verbal communication skills with the customer.
* Verified checks before cashing and making sure that the personal account or business account has funds.
* Helped make wire transfers and money orders,
* Bilingual and Dependable
Education
High school or equivalent
Turner High School
August 2011 to June 2014
Skills
• Customer Relationship Management
• Marketing
• Customer service
• Mentoring
• Cold calling
• Supervising experience
• Salesforce
• Accounting
• Spanish
• Banking
• Customer relationship management
• Business development
• Relationship Management
• Microsoft Office
• Cold Calling
• Sales
• Relationship management
• Cash handling
• Leadership
• Microsoft Excel
• Business Development
• Management
• Outbound sales
• Loan processing
• Financial Services
• Cash register
• Financial services
• Phone etiquette
• English
Certifications and Licenses
Certified Notary Public
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