Carina De La Cruz
Oceanside
Summary
Knowledgeable associate banker with solid foundation in banking operations and customer service. Proven track record in facilitating seamless financial transactions and maintaining client relationships. Demonstrated ability in problem-solving and handling confidential information with utmost integrity.
Overview
11
11
years of professional experience
Work History
Associate Banker-Market Expansion
JP Morgan Chase
01.2017 - Current
- Attended to customer requests, including cashing checks, depositing money, and writing money orders
- Evaluated customer needs and identified appropriate banking solutions
- Enroll clients for new accounts, credit cards, CDs, loans, and other solutions to provide personal finance resources
- Communicate empathetically with bank customers to identify conflict resolutions and ensure positive customer interactions
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
Branch Operations Lead
JP Morgan Chase
10.2019 - 01.2021
- Communicate with diverse teams, build rapport and long-term relationships, achieving client satisfaction
- Perform branch operations including cash ordering/management, managing cash entities ATM's, branch vault while adhering strictly to bank policies
- Fostered a positive work environment by promoting open communication, teamwork, and employee engagement.
- Implemented fraud prevention measures to safeguard the bank''s assets and protect customer information.
- Enhanced customer satisfaction by efficiently handling and resolving banking inquiries and concerns.
Research Assistant
Action Research
08.2014 - 01.2017
- Manage detailed database and verify the accuracy of data
- Write reports and give oral presentations summarizing research activities
- Conduct [cognitive, social, motivational, temperament, and biobehavioral] experiments and interviews
- Prepare documents, supplies, and equipment for research visits
- Organized research materials, maintaining a well-ordered workspace conducive to productivity.
- Participated actively in regular meetings with fellow researchers to discuss project updates, challenges faced, and lessons learned during ongoing activities.
Education
Associates Degree - Communication
Mira Costa College
Oceanside, CA12.2019
Bachelor of Arts - Communication
California State University
San Marcos, CA05-2027
Skills
- Proficient in bilingual communication
- Quick learner in high-pressure settings
- Demonstrated leadership ability
- Analytical thinker
- Customer-focused service
- Strong interpersonal skills
Languages
Spanish
Timeline
Branch Operations Lead
JP Morgan Chase
10.2019 - 01.2021
Associate Banker-Market Expansion
JP Morgan Chase
01.2017 - Current
Research Assistant
Action Research
08.2014 - 01.2017
Associates Degree - Communication
Mira Costa College
Bachelor of Arts - Communication
California State University
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