Alyssa Herrera
Los Angeles,CA
Summary
Thrives in fast-paced settings, excels in analytical decision-making and known for reliability, attention to detail and multitasking capabilities. Reliable, energetic and resourceful customer service professional with over five years of experience resolving customer complaints and promoting conflict resolution. Expertise in client services, account management, relationship-building and communication.
Overview
9
9
years of professional experience
Work History
Client Service Specialist II
City National Bank
Beverly Hills, CA
12.2022 - Current
- Mitigate risk by adhering to all bank policies and procedures
- No controllable losses
- Knowledge in Unusual Transaction Report (UTR) used to identify suspicious activity related to fraud, money laundering, or illegal activities
- Review Currency Transaction Report (CTR) for accuracy and to identify potential suspicious activity
- Assist the manager with daily reports, including GL's, (General Ledgers) CTR, and morning/end of day reports to ensure the branch is in balance
- Coordinates with account managers to ensure clients cash requests is properly executed with the appropriate approvals needed
Bank Teller
Citibank
Los Angeles
03.2020 - 05.2022
- Maintain financial accounts by processing 100+ transactions daily in a professional manner
- Received 97% satisfaction rating from customers after completing a transaction
- Collaborated with team to quickly resolve customer complaints with appropriate action
- Executed strict opening and closing procedures to protect 11+ employees and bank assets
Cashier
Nothing Bundt Cakes
West Covina, CA
09.2016 - 11.2019
- Daily processed 40+ transactions, including cash, debit, credit purchases and refunds
- Promptly respond to customer enquiries in person or via phone, or email
- Implemented new customer service strategies, increasing customer satisfaction and sales
- Greeted and welcomed clients with a warm, friendly and positive attitude.
Accountant
Herrera’s Machine Shop Inc
Los Angeles, CA
06.2014 - 04.2016
- Oversaw the company’s general operations by strategically controlling transactions
- Processed invoices and purchases orders in a timely manner
- Responsible for creating and delivering reports on finance issues
- Prepared and recorded payroll journal entries and prepared reports upon request.
Education
Bachelor of Arts - Psychology
California State Polytechnic University
Pomona, CA06.2022
Associate of Science - Social Behavioral And Sciences
Mt. San Antonio College
Walnut, CA06.2018
Skills
- Team Leadership
- Software Applications (Synergy, People Soft, Salesforce, IBS, Teller-insight, CXI, SQN)
- Microsoft Office (Word, Excel, PowerPoint) and Google Suite (Docs, Sheets, Slides)
- Risk Management & Compliance
- Problem solving
- Ability to work under pressure
- Managing skills
- Recordkeeping and Documentation
- Excellent communication skills
Accomplishments
- Collaborated with a team of 50 in completing a KYC (Know Your Client) project .
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Client Service Specialist II
City National Bank
12.2022 - Current
Bank Teller
Citibank
03.2020 - 05.2022
Cashier
Nothing Bundt Cakes
09.2016 - 11.2019
Accountant
Herrera’s Machine Shop Inc
06.2014 - 04.2016
Bachelor of Arts - Psychology
California State Polytechnic University
Associate of Science - Social Behavioral And Sciences
Mt. San Antonio College