Audrianna Maestre
San Diego,CA
Summary
Dynamic and motivated professional eager to embrace new challenges and drive results. Demonstrates strong work ethic, adaptability, and exceptional interpersonal skills that foster collaboration and productivity. Proven ability to work effectively in independent settings while rapidly mastering new concepts and technologies. Committed to continuous improvement and delivering high-quality outcomes in every endeavor.
Overview
10
10
years of professional experience
Work History
Financial Services Representative I
San Diego County Credit Union
CA
07.2023 - 09.2025
- Greeted customers in a friendly and professional manner.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Handled customer complaints in an efficient and courteous manner.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Verified identity information on new accounts using established procedures.
- Provided guidance to members on how best to use products or services offered by the organization.
- Monitored compliance with organizational security protocols when interacting with members.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Offered exceptional customer service to differentiate and promote company brand.
- Maintained confidentiality of sensitive information entered into the system.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Scanned documents into appropriate databases for storage purposes.
- Analyzed financial products to provide tailored recommendations that meet client needs.
- Developed and maintained strong client relationships, resulting in increased customer loyalty and retention.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Maintained updated records of all financial transactions to support traceability.
Universal Banker
US Bank NA
Chula Vista, CA
01.2019 - 05.2020
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Verified customer identity through driver's license or other forms of identification.
- Researched account discrepancies or errors identified during audits or reviews.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Met with new clients and completed pre-qualification procedures.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Completed daily cash balancing and operated ATMs.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Verified accuracy and completeness of data entry into the database system.
- Scanned and stored files and records electronically to reduce paper files and secure data.
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Maintained database by entering new and updated customer and account information.
Manager
AMC Theatres
San Diego, CA
03.2016 - 12.2018
- Established processes to ensure efficient workflow throughout the organization.
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
- Initiated new projects that resulted in increased productivity across all departments.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Exercised good judgment and decision-making in escalating concerns and resolving issues.
- Utilized specialized software applications related to the job role.
- Operated various office equipment such as scanners, printers. when required.
- Handled sensitive employee and company information with highest level of confidentiality and discretion.
- Monitored and evaluated performance of crew members, providing feedback and coaching as needed.
- Trained new hires on job duties, safety protocols, and company policies.
- Developed work schedules to ensure adequate staffing levels.
- Established and maintained professional working relationships with employees.
Cashier
Carnival Supermarket
National City, CA
10.2015 - 03.2016
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Issued receipts, refunds, credits or change due to customers.
- Verified that customers were of legal age to purchase alcohol or tobacco products.
- Conducted price checks for special orders or discounts as requested by customers.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Ensured compliance with all safety regulations within the store environment.
- Adhered to loss prevention policies such as monitoring suspicious activity in order to prevent shoplifting.
- Answered customer questions and provided store information.
Education
Some College (No Degree) - General Studies
San Diego City College
San Diego, CAHigh School Diploma -
Southwest Senior High School
San Diego, CA06-2015
Skills
- Social Perceptiveness
- Analytical and Critical Thinking
- Active Listening
- Microsoft Office & Teams
- Data Entry
- Cultural Awareness
- Problem Resolution
- Customer relationship management
Timeline
Financial Services Representative I
San Diego County Credit Union
07.2023 - 09.2025
Universal Banker
US Bank NA
01.2019 - 05.2020
Manager
AMC Theatres
03.2016 - 12.2018
Cashier
Carnival Supermarket
10.2015 - 03.2016
Some College (No Degree) - General Studies
San Diego City College
High School Diploma -
Southwest Senior High School