ASHLEY NUNEZ
Naples
Summary
Dynamic professional with a proven track record at Nicolet National Bank, excelling in financial tracking and customer relationship building. Adept at implementing compliance measures and optimizing performance, I have successfully enhanced client engagement and cross-sold banking products, driving revenue growth while ensuring operational excellence.
Overview
11
11
years of professional experience
Work History
Personal Banker/Universal Banker
Nicolet National Bank
Naples
12.2023 - Current
- Obtained credit records from various reporting agencies to open new accounts.
- Executed wire transfers of funds in compliance with banking best practices.
- Recognized opportunities for cross-selling additional banking products or services.
- Assisted and advised customers on using online and mobile banking systems.
- Created strategic financial solutions to suit individualized client needs.
- Participated in training sessions regarding new banking products or services.
- Maintained and built strong client relationships through quality, personalized interactions.
- Followed operational standards, promoting security, risk management and compliance.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Maintained accurate records of all transactions conducted throughout the day.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Case Management Coordinator
NCH Baker Hospital Downtown/Savista
Naples
12.2021 - 07.2023
- Advocated for members and families to coordinate care and navigate resources within NCH system.
- Transitioned clients to different providers based on progress or needs.
- Linked clients with social services, health care providers and governmental agencies to help claim or reclaim individual autonomy.
- Developed trusting relationships with social services, health care providers and governmental agencies.
- Worked with NCH management to optimize every aspect of patient care from clinical and administrative perspectives.
- Cooperated with local service providers, outreach workers, case managers and collaborative agencies to facilitate services for members.
- Created and implemented case management programs after analyzing quantitative data about patient intake and discharge.
- Developed comprehensive client-driven case plan with short and longterm goals.
- Streamlined discharge planning to create efficient, patient-oriented care strategies.
- Planned and directed nursing services in high-specialized patient care areas in accordance with state and federal guidelines.
- Protected patient data in alignment with HIPAA privacy protocols.
Dental Office Manager
General And Implant Dentistry At The Landing
Bonita Springs
02.2017 - 11.2021
- Protected organizational information with effective safety and security procedures for digital and physical files.
- Completed advanced clerical tasks, including account reconciliation and document management.
- Improved employee performance by coordinating workflow and implementing performance incentives.
- Received and processed payments made by both, patients and insurance companies.
- Prepared with insurance pre-determination's and presented treatment plans.
- Followed up with insurance companies regarding claims and sent additional information when needed or requested.
- Transferred patient charts and clinical notes.
- Kept business leaders informed about company profits, operations, and other metrics with regular reports.
- Supervised administrative staff, coordinating all hiring, training, and performance management.
- Controlled office supplies, including placing new orders, monitoring usage, and coordinating regular restocking.
- Empowered employees to independently resolve problems and disputes.
- Solid technology skills with Microsoft Office Programs.
- Assisted with the review and reconciliation of payroll data, including timesheets, deductions, and other related information.
- Performed calendar management and scheduling of appointments.
- Prepared documents such as reports, presentations, agendas, and correspondence.
Head Bank Teller
Lake Michigan Credit Union
Bonita Springs
02.2014 - 02.2017
- Identified suspected fraud based on behavioral and transaction markers.
- Deepened customer relationships through knowledgeable support for day-to-day banking needs.
- Uphold record-keeping requirements by fully documenting each transaction.
- Kept accurate drawer counts with correct handling of cash transactions.
- Increased revenue by cross-selling customers on different bank products and services.
- Maintained strict compliance with banking standards, regulations, and laws.
- Helped customers achieve financial goals with active referrals to on-site specialists.
- Prevented fraud by spotting suspicious behavior and identifying problematic transactions.
- Counted every piece of currency carefully when accepting or dispensing cash.
- Met customer needs consistently with knowledgeable and fast service.
- Opened, closed and updated accounts based on individual customer needs.
- Balanced currency, coins, and checks in cash drawers at ends of shifts and calculated daily transactions using computers, calculators, and adding machines.
Education
High School -
Naples High School
Naples, FL05.2011
Skills
- Information protection and regulatory compliance
- Contract administration and budget management
- Punctuality and organizational skills
- Financial tracking and performance optimization
- Multi-tasking and problem solving
- Customer service standards and relationship building
- Training and development and conflict resolution
Timeline
Personal Banker/Universal Banker
Nicolet National Bank
12.2023 - Current
Case Management Coordinator
NCH Baker Hospital Downtown/Savista
12.2021 - 07.2023
Dental Office Manager
General And Implant Dentistry At The Landing
02.2017 - 11.2021
Head Bank Teller
Lake Michigan Credit Union
02.2014 - 02.2017
High School -
Naples High School