Michelle V. Solis 806 S. Herbert Ave Los Angeles, CA 90023 (323) 470-1749 solismichellev@gmail.com

Objective: Seeking for a position in the Customer Service/ Banking sector to push my career to the road of excellence, strong communication and leadership skills. Education: Cantwell High School 2000-2004 ~ High School diploma ~ General Education East Los Angeles College Teller Training Certificate Oct 2004 ~ General overview Banking Policy and Procedures.

Employment:

Bank of the West 10/01/2015-Present

Cash Management Spec I

Exceptional customer service skills, basic clerical duties, handles technical issues/troubleshooting. May act as a liaison to resolve issue with other operations. Assist internal and external units with trouble shooting certain Cash Management Products. Handles maintenance requests by phone, e-mail or fax. Works closely with the Branch Managers, Sales Consultants, and Relationship Managers. Assist internal and internal units updating Cash Management Agreements. Assist internal units or customers with Account Analysis inquires. May refer Cash Management Products. Train new hires. Assist external and internal units with training on certain Cash Management Products. Assist internal and external units with Implementation process for Cash Management.

Banc of California 12/22/14-10/01/2015

Treasury Management Specialist

Exceptional customer service skills, basic clerical duties, handles technical issues/troubleshooting. May act as a liaison to resolve issue with other operations. Assist internal and external units with Implementation process. Assist external and internal units with training. Manages Treasury Inbox (Email), assigns maintenance requests to other Treasury Associates. Reviews Remote Deposits. Works closely with Private Banking, Sales Consultants and Relationship Managers. Assist internal and internal units updating Cash Management Agreements and forms. Assist internal units or customers with Account Analysis inquires. May refer Cash Management Products. . Handles escalated issues/request with supervisor authority.

JP Morgan Chase 09/19/2013 to12/19/2014

Client Service Professional- Business Banking

Responsible for providing excellent customer service to high revenue clients (500k to 20M range) including depository and commercial loans. Basic clerical duties, may act as a liaison to resolve issues with other operations. Assist Area Manager, Relationship Manager, Cash Management Sales Rep and Customers with research and account maintenance. Handles inquiries/maintenance requests by phone or e-mail. Assist customers and internal units with depository transactions. Daily reporting of NSF/OD accounts status, collects legal documentation for new accounts opening, signature cards and agreements. May Assist Relationship Manager or Senior Associate with loan documentation process, assist customer or internal units with Cash Management/Treasury products, servicing or sales. Visit clients or prospects with Relationship Manager to deepen relationship and provide feedback in regards to service.

Bank of the West 03/17/2008 – 09/10/2013

Cash Management Spec I

Exceptional customer service skills, basic clerical duties, handles technical issues/troubleshooting. May act as a liaison to resolve issue with other operations. Assist internal and external units with trouble shooting certain Cash Management Products. Handles maintenance requests by phone, e-mail or fax. Works closely with the Branch Managers, Sales Consultants, and Relationship Managers. Assist internal and internal units updating Cash Management Agreements. Assist internal units or customers with Account Analysis inquires. May refer Cash Management Products. Train new hires. Assist external and internal units with training on certain Cash Management Products. Assist internal and external units with Implementation process for Cash Management.

Bank of America 10/25/ 2004 – 03/13/ 2008

Premier/Private Banking Senior Officer

Provided exceptional customer service to our top client, manages multiple portfolio from Northern and Southern CA region. Assist internal units and customers with Consumer Products. Basic clerical duties, handles technical issues, may act as a liaison to resolve issue with other operations. Handles escalated issues or request with supervisor authority. Handles all maintenance requests from Regional Managers, Client Managers and customers. Handles inquiries by phone, e-mail or in person. Completes all depository transactions. Works closely with Risk and Recovery Management. Assist customers with fraud claims. May refer Consumer Products. Assist customers or internal units with research. .Customer Service Senior Officer

Provided excellent customer service. Assisted customers with inquires on their Checking, Savings, Investment CD, Credit Card. Assisted internal and external units with Research and Adjustment, photocopy request, open and close claims/research. Worked closely with legal department regarding levy or holds. Assist Banking Center with Policy and Procedures. Assisted associates with teller transactions approvals. Handles escalated issues with supervisor authority. Works closely with Risk and Recovery Management. Assist customer with fraud claims. May refer Consumer Products.

Sales Fulfillment

Provided exceptional customer service. Assist customers and internal units with status of new account opening through Online Banking. Basic clerical skills, knowledge of account opening and Policy and Procedures. Trained new hire associates, referred consumer products. Process applications via online banking, verify the applications. Handles escalated issues or request. Work closely with Risk and Recovery Management.

Customer Service Representative

Provided excellent customer service regarding inquires on existing accounts. May act as a liaison to resolve issue with other operations. Service TDD and enable u calls, service tax calls regarding Information on 1099 forms, also referred Bank Products. Assist customers with fraud claims. Assist customers or internal units regarding research on consumer product.

Teller/Senior Teller

Provided excellent customer services skills, assisted customer with deposit and withdrawals, assisted with research on consumer or business accounts. Sales experience, trained new hires. Basic clerical skills; assist manager with general teller duties, and new account opening.

Awards:

12/2010- The Good Stuff Award for Teamwork (Fourth Quarter) 08/2012- The Good Stuff Award for Above and Beyond (Fourth Quarter)

Reference: Available upon request.

Special Projects:

SME for Cash Vault: At This time, I’m working with our Cash Vault Managers and Branches to reduce the number of errors when the customer submits there deposit to our Cash Vault.

IT Ticket Meeting: I was attending weekly meetings with our upper management and IT Group in regards to escalated issues pertaining to Cash Management products (open issues with the vendor). I update the staff with the current updates from the vendor, IT and Product Manager. (For Example: Any upgrades or mishaps we may encounter Internal).

Migration EDS: I was working with our upper management assisting with the migration of Electronic Deposit Service. The customer would need to update the software to the newest version. I will be assisting with the escalation /documentation process. Direct Transmission: I was working with our upper management with the escalation process of upgrading the Direct Transmission /Direct Dial up services for internal and external units.

Cash Vault Migration: Assisted upper management and product management with the transition of RBG and CBG Clients that were consider high risk by our vendor (Wells Fargo). New and existing clients migrated to a 3rd Party Vendor (Loomis) for Cash Vault Depository and Cash ordering Services.

Skills/Systems

P.C knowledge, bilingual, cash handling experience, Metavante, SQN, Fiserv, Remote Deposit, OVS, Excel, WebEx, Outlook, Power Point, AFS Loan, FSD, IVAULT, CLW, Customer Assist, Tas-o, Loan Track.