Summary
Overview
Work History
Education
Skills
Timeline
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April Mesias

Lincoln,CA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Financial Operations Specialist

Qualtek Wireless
08.2021 - 11.2023
  • Provide excellent customer support for back-office operations to all customers
  • Administer and analyze all client activity data and assist in resolving complex issues
  • Process inbound and outbound data transfer and balance all related information
  • Supervise all accounts for past due customers, monitor request payment through email and telephone
  • Manage all communication with customers when required, prepare, and submit cash receipts to customer accounts daily
  • Prepare and maintain records and generate and submit customer invoices efficiently
  • Provide thorough financial information on projects and programs that include reporting and project setup
  • Collecting and updating documents for audit
  • Monitoring funding for projects daily.

Bank Operations Specialist

Beacon Business Bank
01.2019 - 01.2021
  • Conducted cash and key audits for controls and compliance
  • Developed and implemented strategies for top-tier customer service
  • Monitored performance and completed performance appraisals for reports
  • Executed wire transfers, stop payments and account transfers
  • Established rapport with new clients to increase satisfaction and loyalty
  • Performed account maintenance by closing out accounts and changing customer addresses
  • Calculated fees due, interest and change for customer transactions
  • Arranged monies received in cash boxes and coin dispensers according to denomination

Customer Service Representative

Beacon Business Bank
01.2018 - 01.2019
    • Processes customer transactions such as deposits, withdrawal, cashier's checks, wire transfers, check orders, and stop payments
    • Assisting customers with online banking issues as well as setting them up
    • Greet customers and learn about their financial needs
    • Maintain and balance cash drawer
    • Open and close accounts
    • Maintaining customer profiles
    • Apply customers for loans, lines, and credit
    • Handles customer concerns and complaints.

Lead Teller

Wells Fargo Bank
01.2016 - 01.2018
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service
  • Recognized and prevented fraudulent activities and suspicious transactions
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Answered inquiries regarding checking and savings accounts and other related products
  • Created teller schedule to keep weekly and weekend shifts properly staffed
  • Identified potential needs through observation, questioning, and listening
  • Investigated and promptly resolved issues with patron accounts
  • Developed and implemented innovative strategies to improve customer satisfaction and increase sales
  • Executed wire transfers, stop payments and account transfers
  • Established rapport with new clients to increase satisfaction and loyalty
  • Performed account maintenance by closing out accounts and changing customer addresses
  • Arranged monies received in cash boxes and coin dispensers according to denomination

Customer Service Sales Representative

Wells Fargo
01.2015 - 01.2016
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales
  • Promoted new products and services to existing customers, driving revenue growth and satisfaction
  • Delivered superior customer service to retain existing customers and attract future customers
  • Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty
  • Worked with cross-functional teams to facilitate swift resolution of escalated issues
  • Built client list and strengthened customer relationships through consistent communication via phone and internet

Teller

Wells Fargo
01.2014 - 01.2015
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
  • Processed customer transactions promptly, minimizing wait times
  • Disbursed cash and checks accurately while maintaining security of cash drawers
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service

Education

HR Management Program -

UC Davis
Davis, CA
01.2023

High School Diploma -

Westmoor High School
Daly City, CA
01.2010

Skills

    • Customer Service
    • Cash Handling
    • Organizational skills
    • Risk Management
    • Sales Support
    • Microsoft Excel
      • Computer skills
      • Supervising experience
      • Strategy Development
      • Proactive and Focused
      • Prioritizing and Planning
      • Team Building Leadership

Timeline

Financial Operations Specialist

Qualtek Wireless
08.2021 - 11.2023

Bank Operations Specialist

Beacon Business Bank
01.2019 - 01.2021

Customer Service Representative

Beacon Business Bank
01.2018 - 01.2019

Lead Teller

Wells Fargo Bank
01.2016 - 01.2018

Customer Service Sales Representative

Wells Fargo
01.2015 - 01.2016

Teller

Wells Fargo
01.2014 - 01.2015

HR Management Program -

UC Davis

High School Diploma -

Westmoor High School

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April Mesias