Heidi Lopez
Crete
Summary
Bilingual and results-driven New Accounts Manager with over 8 years of experience in banking and accounting, and 10+ years of delivering exceptional customer service. Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
8
8
years of professional experience
Work History
New Accounts Manager
City Bank & Trust Co.
Crete
02.2018 - Current
Education
High School Diploma -
Crete High School
Skills
- Bookkeeping
- Microsoft Excel
- IRA Administrator
- Insurance verification
- Fraud prevention and detection
- Account Management
- Microsoft Outlook
- Accounting
- Microsoft Word
- Customer service
- Internal audits
- Organizational skills
Timeline
New Accounts Manager
City Bank & Trust Co.
02.2018 - Current
High School Diploma -
Crete High School