Summary
Overview
Work History
Education
Skills
References
Timeline
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Alejandra Ponce

Summary

Experienced bilingual professional with a strong background in banking operations and customer service. Skilled in facilitating smooth financial transactions and nurturing client relationships. Proven track record in problem-solving and handling confidential information with integrity. Dedicated individual excelling in delivering exceptional service and exceeding expectations in a fast-paced environment.

Overview

12
12
years of professional experience

Work History

Associate Banker

JP Morgan Chase
11.2023 - 05.2025
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Opened, closed, and updated accounts for customers.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
  • Educated customers on features and benefits of banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Maintained friendly and professional customer interactions.
  • Educated customers on online banking and mobile banking applications.

Office Manager

Loan Max Title Loans
02.2019 - 09.2023
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Notarized paperwork as needed.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
  • Increased customer satisfaction by developing effective client feedback system that led to service improvements.
  • Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.

Assistant Manager

Speedy Cash
02.2017 - 02.2019
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Generated repeat business through exceptional customer service.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.

Assistant Manager/Receptionist

Bellflower Radiator Repair
11.2013 - 12.2016
  • Provided exceptional customer service. In charge of greeting clients, managing finances, ordering auto parts, quoting clients for repairs, providing monthly reports of expenses and earnings, in charge of other employees making sure they performed duties properly and efficiently. Restocked the break room and ordered parts as needed. Maintained reception area in a neat organized professional fashion.

Education

High School Diploma -

Somerset High School
Bellflower, CA
01.2011

Skills

  • State of Utah Public Notary since 2020-04-30
  • Customer service
  • Experience in the financial services industry
  • Bilingual (English-Spanish)
  • Client Relationship Consultants, building relationships with customers
  • Teller experience
  • Educating clients
  • Commercial banking
  • Money transfers
  • Ability to effectively engage and communicate with clients
  • Quoting and pricing
  • Mathematical skills
  • Trustworthiness
  • Great communication and problem solving skills
  • Due diligence
  • Opening and closing procedures

References

REFERENCES AVAILABLE UPON REQUEST

Timeline

Associate Banker

JP Morgan Chase
11.2023 - 05.2025

Office Manager

Loan Max Title Loans
02.2019 - 09.2023

Assistant Manager

Speedy Cash
02.2017 - 02.2019

Assistant Manager/Receptionist

Bellflower Radiator Repair
11.2013 - 12.2016

High School Diploma -

Somerset High School

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Alejandra Ponce