Amanda Quinones
Sylvania,Ohio
Summary
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
8
8
years of professional experience
Work History
Financial Asistant
Wilcox Financial
05.2022 - Current
- Assist the Financial Advisor and managing multiple clients simultaneously
- Researching and resolving issues in a professional timely manner and providing follow up to clients as needed with next steps
- Utilize various platforms to complete applications and forms for client through DocuSign
- Working independently and as a team to complete tasks by deadlines.
Teller
Huntington Bank
08.2019 - 05.2022
- Build rapport with clients to better understand their financial needs
- While using a forward-thinking mindset to plan for not only the present but future needs
- By tracking daily results, I was able to have a goal set in place to ensure the monthly referral expectation would be met
- The most valuable skill I learned while working is to have a can-do attitude
- When starting every day with a positive outlook and clear agenda it allowed not only myself but the whole office to succeed.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Customer Service Representative
5/3 bank
12.2015 - 08.2019
- To educate clients on the growing trends in banking
- Establish a relationship where all are respected and know they are more than just a customer
- Listen to all concerns and to find the most effective solution that will meet their needs
- Complete the monthly referral goal then review and assess monthly for self and peers.
- Responded to customer requests for products, services, and company information.
- Created and maintained detailed database to develop promotional sales.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Investigated and resolved customer inquiries and complaints quickly.
Education
Associates in Liberal Arts, Human Values, Oral Communication, Social Work, Interviewing Skills -
Lourdes University
05.2017
Skills
- Account Analysis
- Microsoft Excel
- Product Sales
- Follow-up skills
- Complaint resolution
- Prioritization
- Transaction Processing
- Data Entry
- Calendar Management
- Meeting planning
Timeline
Financial Asistant
Wilcox Financial
05.2022 - Current
Teller
Huntington Bank
08.2019 - 05.2022
Customer Service Representative
5/3 bank
12.2015 - 08.2019
Associates in Liberal Arts, Human Values, Oral Communication, Social Work, Interviewing Skills -
Lourdes University