Nanci Vaca Lopez
Monroe
Summary
As a Relationship Banker at Bank of America I've enhanced customer satisfaction through exceptional service and financial advising. Excelled in relationship building, sales, and cash handling, mentoring teams to exceed productivity goals. Skilled in fraud detection and financial services, consistently achieving objectives with strong organizational and communication abilities. I've developed valuable skills in client-focused banking environment, including financial acumen and client relationship management. I'm looking to transition into new field where these skills can drive success and growth. In addition to that I'm committed to delivering exceptional service and building lasting relationships in any new role. I've demonstrated strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
03.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Assisted clients in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Resolved client complaints and disputes to maintain satisfaction and loyalty.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial advice, solutions and guidance support.
- Actively participated in community events to promote bank services, expanding market reach.
- Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Managed sensitive customer documents securely, safeguarding client privacy and minimizing risk exposure for the bank.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Trained employees on proper procedures and strategies to improve productivity.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Assisted customers with Spanish-language inquiries in a timely and professional manner.
- Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
Cashier Team Lead
Chick-fil-A
09.2018 - 03.2022
- Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
- Communicated with customers and team members to solve problems.
- Trained, mentored, and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Balanced cash drawers at the end of each shift, ensuring accuracy in financial reporting.
- Developed strong relationships with repeat customers through friendly service interactions.
- Scheduled breaks for team members, promoting a fair work environment while maximizing coverage during peak hours.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
- Implemented customer feedback system to address and quickly rectify any issues, thereby enhancing customer loyalty.
- Interacted well with customers to build connections and nurture relationships.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Education
Associate of Arts - Accounting And Finance
Central Piedmont Community College
Charlotte, NC05-2021
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Recordkeeping requirements
- Teamwork and collaboration
- Multitasking
- Problem-solving
- Verbal and written communication
- Sales experience
- Organizational skills
- Banking operations
- Coaching and mentoring
- Risk management
Languages
Spanish
Limited Working
Timeline
Relationship Banker
Bank of America
03.2022 - Current
Cashier Team Lead
Chick-fil-A
09.2018 - 03.2022
Associate of Arts - Accounting And Finance
Central Piedmont Community College