Allan Vindell
Los Gatos,CA
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and financial problems. Good communication, multitasking and conflict resolution skills.
Overview
7
7
years of professional experience
Work History
Banker
Bac Credomatic
08.2017 - 02.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
- Trained new hires on customer service policies and procedures.
- Cross-sold credit cards, loans and other bank products.
Assistant Accountant
CAFINSA
01.2016 - 02.2017
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Cash on hand review.
- Collection of cash to collectors.
- Casher.
Education
Accounting Certificate - Accounting
INTAE - Mercantil De Occidente
Chinandega, Nicaragua11.2015
High School Diploma -
High School Mercantil De Occidente
Chinandega, Nicaragua01.2015
Skills
- Operations Understanding
- Team Collaboration
- Conflict Resolution
- Analytical Thinking
- Follow-Up Skills
- De-Escalating Conflicts
Languages
Spanish
Native or Bilingual
Timeline
Banker
Bac Credomatic
08.2017 - 02.2023
Assistant Accountant
CAFINSA
01.2016 - 02.2017
Accounting Certificate - Accounting
INTAE - Mercantil De Occidente
High School Diploma -
High School Mercantil De Occidente
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