Helping people feel confident about their money.
Lorena blends financial services knowledge with warm, high-trust client care. She supports personal and business banking needs, builds long-term relationships, and turns everyday service into lasting customer loyalty.
About
Relationship-driven banking with a service-first mindset.
Lorena is a customer-focused banking professional with a strong foundation in financial services, day-to-day account support, and personalized client guidance. She is known for her calm professionalism, attention to detail, and ability to make complex banking needs feel approachable.
Her background in both retail leadership and relationship banking makes her equally comfortable handling transactions, resolving concerns, cross-selling the right products, and delivering polished service in fast-moving environments.
Core Skills
Practical strengths that translate into trust.
Built around client service, operational accuracy, and consistent relationship building.
Experience
A career built on service, leadership, and consistency.
Relationship Banker
JPMorgan Chase & Co. | Simi Valley, CA
- Assist customers with personal and business banking needs, including account services, transactions, and financial product recommendations.
- Build long-term client relationships through personalized service and tailored financial solutions.
- Open and maintain checking, savings, and credit accounts while following banking regulations and security procedures.
- Resolve concerns efficiently and professionally to maintain strong customer satisfaction.
- Meet or exceed service and referral goals through proactive client engagement.
- Educate customers on digital banking tools, fraud prevention, and financial wellness resources.
Shift Supervisor
Starbucks | Los Angeles, CA
- Supervised and supported a team of 5-10 baristas during high-volume shifts.
- Delegated tasks and kept daily operations running smoothly in a fast-paced environment.
- Trained new employees on beverage preparation, POS systems, food safety, and company standards.
- Handled cash management duties including tills, deposits, and end-of-day reconciliation.
- Supported store management in achieving sales goals and operational targets.
Credentials
Licensed, qualified, and client-ready.
Education
Academic foundation and continued growth.
Pierce College
2016-2018
Cleveland High School
High School Diploma, 2012