Emily Ruiz
Cedar Lake
Summary
Detail-oriented banking professional with strong ethics and a focus on customer service. Skilled at balancing customer needs with security requirements while meeting sales goals. Familiar with banking regulations and protection protocols.
Overview
6
6
years of professional experience
2020
2020
years of post-secondary education
Work History
Associate Banker
BMO Bank
Merrillville
11.2024 - Current
- Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
- As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
- Acts as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking.
- Organizes work information to ensure accuracy and completeness.
- Takes the initiative to find creative approaches that make each customer’s experience feel personal.
- Looks for ways to contribute to the ongoing improvement of the overall customer experience.
- Contributes to business results and the overall experience.
- Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
- Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
- Complies with legal and regulatory requirements for the jurisdiction.
- Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.
Customer Service Representative
Post Warehouse
Hammond
01.2022 - 11.2024
- Receives and correctly processes orders as the customers.
- Handled shipping and receiving upon customers request.
- Keeping track of customers inventory.
- Verifying product as they come and storing them into the system for their right location.
- Answering customer calls throughout the day to schedule a pick-up and/or delivery or if they have any questions on their product.
- Entering data and navigating ERP & SAP systems.
Team Member Associate
Anixter
Alsip
11.2019 - 12.2021
- Followed detailed instructions step-by-step to complete tasks.
- Crossed trained in many departments in the facility.
- Helped move product through in and out of the facility.
- Assigning trucks that comes in and out of the facility.
- Trained and licensed on forklifts and other heavy equipment.
- Followed strict safety protocols and participated in safety audits.
- Kept accurate inventory logs and ensured proper storage of materials.
- Supported production team by transporting raw materials using forklifts and pallet jacks.
Education
High School Diploma -
Merrillville High School
Merrillville, INSkills
- Communication skills
- Microsoft / Excel Handling
- Customer Service
- Call Handling
- Well Organized
- Adaptability
- Certified on Forklifts
- Data entry
- Customer relationship management
- Customer engagement
- Order processing
- Time management
Languages
• English
Timeline
Associate Banker
BMO Bank
11.2024 - Current
Customer Service Representative
Post Warehouse
01.2022 - 11.2024
Team Member Associate
Anixter
11.2019 - 12.2021
High School Diploma -
Merrillville High School