Arisdelcy Morales
Hendersonville,NC
Summary
Office professional with 13 years of experience in customer service, responsible for handling sensitive client and patient information.
Overview
12
12
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
03.2017 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Generated revenue growth by successfully closing deals on loans, lines of credit, and other banking products.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
Patient Services Coordinator
PT Solutions
06.2016 - 03.2017
- Managed sensitive patient data with strict adherence to HIPAA regulations, ensuring privacy and confidentiality at all times.
- Scheduled appointments to enter appointment date and time into computerized scheduler.
- Collected and entered patient demographic and insurance data into computer database to establish patient's medical record.
- Called patient to confirm appointment and prepared paperwork prior to visit to expedite check-in process.
- Verified patient's insurance eligibility and benefits coverage.
Spanish Interpreter
Park Ridge Health
12.2015 - 12.2016
- Delivered customer service to both English-and Spanish-speaking clients through skillful written and verbal communication abilities.
- Facilitated clear communication between healthcare providers and patients, bridging language barriers for optimal care delivery.
- Strengthened relationships with clients by providing culturally sensitive interpretations that demonstrated respect and understanding.
Office Manager
AS Technologies
12.2011 - 03.2017
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Updated reports, managed accounts, and generated reports for company database.
Education
High School Diploma -
North Henderson High School
Hendersonville, NC06.2010
Languages
Spanish
Native or Bilingual
Timeline
Senior Relationship Banker
Truist Bank
03.2017 - Current
Patient Services Coordinator
PT Solutions
06.2016 - 03.2017
Spanish Interpreter
Park Ridge Health
12.2015 - 12.2016
Office Manager
AS Technologies
12.2011 - 03.2017
High School Diploma -
North Henderson High School