Alicia Abeyta
Ohkay Owingeh,NM
Summary
Proven Financial Service at Enterprise Bank and Trust, adept in cash flow management and exceptional customer service. Elevated client satisfaction through personalized financial strategies, achieving high retention rates. Demonstrated critical thinking and teamwork, ensuring accurate transactions and fraud prevention. Committed to continuous performance development, embodying reliability and strong communication skills.
Overview
7
7
years of professional experience
Work History
Financial Service Manager
Enterprise Bank and Trust
08.2023 - Current
- Assisted clients in achieving their long-term financial goals through tailored wealth management services.
- Increased client satisfaction by providing personalized financial advice and solutions.
- Developed strong relationships with clients, resulting in high customer retention rates.
- Processed transactions deposits, withdrawals and payments to loan accounts for customers.
- Identified signs of fraud and took proactive action to protect institutional assets.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Delivered exceptional customer service, resolving complex issues and strengthening client loyalty.
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
Cashier/ Clerk
Ohkay Travel Center
01.2018 - 08.2020
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Restocked and organized merchandise in front lanes.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Education
High School Diploma -
Espanola Valley High School
Espanola, NM05.2015
Skills
- Cash Flow Management
- Credit analysis
- Portfolio Management
- Asset Allocation
- Customer Service
- Teamwork and Collaboration
- Problem-Solving
- Willing to Learn
Timeline
Financial Service Manager
Enterprise Bank and Trust
08.2023 - Current
Cashier/ Clerk
Ohkay Travel Center
01.2018 - 08.2020
High School Diploma -
Espanola Valley High School
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