Summary
Overview
Work History
Education
Skills
Timeline
Generic

Norma Lomeli

Somerton

Summary

I have been in the Banking industry for the past 36 years. I am very polite, courteous and professional. I always greet customers with a smile. My experience as a personal banker helps me deal when suggesting products or services to existing and new customers. I provide excellent customer service. Process transactions in an accurate and timely manner. No customer complaints. Hard working, Fast learner. Efficient team member.

Overview

24
24
years of professional experience

Work History

Teller

1st Bank Yuma
12.2015 - Current

. Process night drop transactions

. Process ATM deposits and cash-count ATM

. Process Bank by mail transactions

. Receive checks and cash for deposit; verify deposit amount, examine checks for endorsement and negotiability.

. Receive loan payments and collect late charges if applicable.

. Sell and collect official check fees.

. Cash checks and provide cash from accounts, verify signature, account numbers, and account balances.

. Balance cash drawer by counting cash in drawer, balance checks and make settlement of the day's activities.

. Assist with end of the day balancing procedures.

. Complete Currency Transaction Reports and Suspicious Activity Reports, Run OFAC on non-customer transactions.

. Process customer transactions promptly, minimizing wait times.

. Inbound and Outbound phone calls.

. Print account statements.

. Unblock Online Banking Account

. Help customers with questions and concerns.

. Complete various forms (Change of address, Issue, Reissue and Close atm cards. W-8 for foreign customer and dormant account.

. Enter customer to safe deposit box.

. Offer Bank products and services to exiting and new customer.

. Provide excellent customer service.

. Answer the phone.

. Review Personal Bankers new account and maintenance report (customer information is on file and correctly).

. Scanning and Uploading customer information to customer profile.

. Adhere to Core Values.

. Comply with Bank policy and procedures, including attendance at annual trainings.


Personal Banking Officer

1st Bank Yuma
02.2012 - 11.2015

. Opened personal and business accounts.

. Loan application

. Closed secured, unsecured, vehicle, mobile home, home equity, home equity line of credit loans.

. Opened safe deposit boxes

. Renewed and updated certificates. Performed file maintenance and account changes as needed.

. Built customer relationship to increase deposit and business accounts, which cross-sold additional products.

. Maintained a high level of knowledge and understanding of Bank products and services to satisfy customer needs.

. Asked customers and new customers open-ended questions to uncover financial needs.

. Helped customers with questions and concerns.

. Inbound and Outbound phone calls.

. Served customers through face to face channels but also through electronic channels such as phone and email.

. Assisted existing customers with complaints and issues.

. Complied with Bank Policy and procedures, including attendance at annual trainings.

. Adhered to Core Values.

. Referred customers to Mortgage and Commercial Department.



Personal Banker

National Bank of Arizona
11.2000 - 02.2012

. Opened business and personal accounts.

. Loan applications

. Closed secured, unsecured, vehicle, home refinance, home equity line of credit, residential lot loans.

. Assisted customers with questions and concerns.

. Provided excellent customer service on a daily basis by being professional, courteous, and polite with customers and co-workers in all interactions.

. Maintained a high level of knowledge and understanding of Bank products and services to satisfy customer needs.

. Built customer relationships to increase deposit and business account, which cross-selling additional products.

. Responded to customer problems and complaints appropriately and requested assistance as needed to resolve problems and acknowledged and responded to complaints.

. Opened safe deposit boxes.

. Referred customers to Mortgage and Commercial Department.


Education

Associate of Applied Science - Secretarial

Arizona Western College
Yuma AZ
05-1988

Skills

  • Problem solving
  • Bilingual
  • Inbound and outbound calling
  • Fast learner
  • Written and verbal communication
  • Computer Knowledge
  • Organization
  • Positive
  • Approachable
  • Professional, courteous and polite
  • Sales and Cross-selling
  • Excellent listener
  • Excellent time management skills

Timeline

Teller

1st Bank Yuma
12.2015 - Current

Personal Banking Officer

1st Bank Yuma
02.2012 - 11.2015

Personal Banker

National Bank of Arizona
11.2000 - 02.2012

Associate of Applied Science - Secretarial

Arizona Western College
Norma Lomeli