CLAUDIA SUERO
Boston
Summary
Dynamic leader in branch operations, effectively overseeing daily functions while adhering to compliance standards. Demonstrated success in optimizing service delivery, training staff, and resolving customer complaints, resulting in a significant boost in satisfaction rates. Expertise in managing inventory audits and implementing process enhancements that drive operational efficiency. Passionate about leveraging skills to foster a customer-centric atmosphere that promotes growth and operational excellence.
Knowledgeable loan processor bringing several years of experience in banking and financial positions. Highly skilled in working well with people of all backgrounds to complete loan packages. Adept at building loyalty and trust between bank and customer.
Overview
11
11
years of professional experience
Work History
Senior Relationship Banker
Santander Bank Us
Brockton
10.2025 - Current
- Cultivated strong client relationships through personalized banking solutions.
- Facilitated account openings and closings for diverse customer needs.
- Educated clients on banking products and services to enhance financial literacy.
- Reviewed loan applications for accuracy and completeness.
- Monitored timelines to ensure timely processing of loans.
- Updated customers regularly on status of their loans throughout the processing period.
Branch operations lead
Jpmorgan chase bank
09.2022 - 08.2025
- Oversaw daily branch operations, ensuring adherence to company policies and compliance standards.
- Led a team of staff members to optimize service delivery and enhance customer satisfaction.
- Implemented process improvements that resulted in a 15% increase in operational efficiency within the branch.
- Managed inventory levels and conducted regular audits to maintain accuracy and reduce losses.
- Developed and conducted training programs for new employees to ensure a high standard of service.
- Maintained strong relationships with key stakeholders to support business growth and expansion.
- Resolved customer complaints effectively, achieving a customer satisfaction rate of over 90%.
Sr Customer Service Teller
Citizens Bank
Medford
01.2018 - 08.2022
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Assessed customer needs and upsold products and services to maximize sales.
- Reviewed account and service histories to identify trends and issues.
- Evaluated customer account information to assess current issues and determine potential solutions.
- Trained new team members in cash register operation, stock procedures and customer service.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Verified amounts and integrity of every check or funds transfer.
- Supplied tellers with coin and currency.
- Managed customer referrals to help financial services team members capitalize on sales changes.
- Examined checks for identification and endorsement.
- Balanced daily cash deposits and vault inventory with zero error rate.
Teller
PLS Financial Services
Chelsea
09.2015 - 12.2017
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Adhered to financial services security and audit procedures.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Processed treasury, tax and loan payments.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Managed opening and closing times for main branch.
- Processed cash withdrawals.
- Counted as much as $[Amount] in daily funds with manual and machine-assisted methods.
- Trained employees on cash drawer operation.
Education
Associate of Arts - Cosmetology Education
Unphu
Dominican RepublicAssociate of Science - Medical Assisting
Utesa
Dominican RepublicSkills
- Staff management
- Bilingual in Spanish
- Cash dispenser operation
- Excellent communication skills
- Problem resolution
- Currency and coin counter
- Debt and credit management
- Safe and vault operation
- Exceptional customer service
- Strong sense of banking ethics
- Friendly
- Sales expertise
- Practiced knowledge of bank security systems
- Energetic
- Credit card payment processing
- Document notarization
- Loan processing
- Team leadership
- Problem solving
- Public Notary
Languages
Spanish, English
Timeline
Senior Relationship Banker
Santander Bank Us
10.2025 - Current
Branch operations lead
Jpmorgan chase bank
09.2022 - 08.2025
Sr Customer Service Teller
Citizens Bank
01.2018 - 08.2022
Teller
PLS Financial Services
09.2015 - 12.2017
Associate of Arts - Cosmetology Education
Unphu
Associate of Science - Medical Assisting
Utesa