Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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ANNA CAROLINA ZATTA

Marlborough,MA

Summary

I'm a dedicated professional with a passion for delivering excellent customer service and maintaining strong, trustworthy relationships. Fluent in both English and Portuguese, I bring a combination of bilingual skills and a deep understanding of business technologies to drive success. I’m highly skilled at multitasking, managing time efficiently, and ensuring customer satisfaction. My goal is to create a positive, seamless experience for clients while upholding integrity and high professional standards. I’m eager to contribute to a company where I can make a meaningful impact.

Overview

6
6
years of professional experience

Work History

Associate Banker

JP Morgan Chase
Acton, Massachusetts
09.2022 - Current
  • Maintained accurate records of all customer accounts and transactions.
  • Educated customers about the features and benefits of different types of banking products offered by the bank.
  • Ensured compliance with banking regulations and procedures in daily operations.
  • Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Provided customer service by attending to their inquiries and requests for information.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Completed daily cash balancing and operated ATMs.
  • Helped customers understand and use mobile applications and online banking.

Sales Support

Top Line Granite
Tyngsboro, MA
06.2022 - 08.2022
  • Followed-up with sales teams and customers with complex issues to coordinate resolutions.
  • Listened to customer needs to identify and recommend best products and services.
  • Scheduled and attended appointments per week.
  • Maintained positive brand identity, leveraging strategic customer relation initiatives to promote affirmative relationships with clients and partners.

Accounting Assistant

Genesis Tax House
Framingham, MA
12.2019 - 06.2022
  • Assisted in evaluating employee performance and improvement initiatives.
  • Worked closely with customers to understand needs and resolve diverse issues.
  • Coded invoices and other records to maintain organized and accurate records.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.

Customer Service Cashier

Dunkin' Donuts
Framingham, MA
08.2019 - 12.2019
  • Greeted customers promptly and responded to questions.
  • Maintained work area and kept cash drawer organized.
  • Counted and balanced cashier drawers.
  • Built and maintained productive relationships with employees.

Assistant Manager

La Rosa Pizzaria
Naples, FL
02.2019 - 05.2019
  • Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.

Education

High School Diploma -

Colegio Franciscano Imaculada Conceicao
Brazil
12.2018

Skills

  • Computer Skills
  • Microsoft Office: Word and PowerPoint Certification
  • Technical Skills
  • Accounting, Business Communications, Keyboarding, Business Math, Check Cashing
  • Branch operations
  • Creative thinking

Languages

  • English and Portguese

References

Aquila Ramos - (508)408-3142 -aquila@uniontravel.net

Union Travel (Owner)

18 Union ave, Framingham, MA 01702

Timeline

Associate Banker

JP Morgan Chase
09.2022 - Current

Sales Support

Top Line Granite
06.2022 - 08.2022

Accounting Assistant

Genesis Tax House
12.2019 - 06.2022

Customer Service Cashier

Dunkin' Donuts
08.2019 - 12.2019

Assistant Manager

La Rosa Pizzaria
02.2019 - 05.2019

High School Diploma -

Colegio Franciscano Imaculada Conceicao
ANNA CAROLINA ZATTA