ANA KAREN CHAVEZ
.
2104 Salvador Avenue Weslaco,TX
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
15
15
years of professional experience
Work History
Bank Teller
PlainsCapital Bank
02.2019 - Current
- Increased efficiency within teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Communicated empathically with bank customers to identify conflict resolutions and ensure positive customer interactions.
- Evaluated customer needs, identified appropriate banking solutions, and promoted banking products, including credit cards and investments accounts.
- Manage customer requests quickly and efficiently, including cashing checks and money orders, depositing and withdrawing cash, checking account balances, and providing account information.
- Partner with personal bankers to refer clients in need of credit cards, loans, and other financial tools
Customer Service Representative
Ace Cash Express
2 2013 - 5 2018
- Provided the highest level of customer service over the phone and in person, while also serving as a resource to current and potential customers
- Tend to operational duties while in the store including but not limited to, opening and closing store, check cashing, payday and title loans, wire transfer, sold money orders
- Maintain the cash count record of large amount of money and prepare daily money deposit.
Financial-Aid Work Study
South Texas College
02.2011 - 03.2013
- Processed student applications and other paperwork in timely manner.
- Prepared detailed reports on student progress for faculty review, aiding in the evaluation of academic performance.
- Maintained up-to-date knowledge of campus resources and services available to students, facilitating appropriate referrals when needed.
- Contributed to the development of an innovative work study orientation program aimed at improving overall satisfaction and retention rates.
- Enhanced office efficiency by streamlining filing systems and organizing digital records.
Patient Advocate
Cardon Healthcare Network Inc.
10.2009 - 07.2010
- Assisted patients in understanding individual rights and responsibilities in regards to care, coverage, and payment.
- Educated patients and families on healthcare options and financial support resources.
- Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
- Verified patient insurance eligibility and entered patient information into system.
- Worked effectively with staff from all departments to coordinate resolutions.
Education
Associate of Applied Science - Accounting
South Texas College
05.2001 -
High School Diploma -
South Texas High School For Health Professions
Mercedes, TX 05.2024 - 2009.05
Skills
Banking Software
undefinedReferences
- Thelma Lozoya (956) 246-8544
- Jose Castillo (956) 535-3001
- Erik Basldua (956) 314-7750
- Brenda Garcia (956) 650-4651
- Mariel Sanchez (956) 261-6717
Timeline
High School Diploma -
South Texas High School For Health Professions
05.2024 - 2009.05
Bank Teller
PlainsCapital Bank
02.2019 - Current
Financial-Aid Work Study
South Texas College
02.2011 - 03.2013
Patient Advocate
Cardon Healthcare Network Inc.
10.2009 - 07.2010
Associate of Applied Science - Accounting
South Texas College
05.2001 -
Customer Service Representative
Ace Cash Express
2 2013 - 5 2018
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