BEARIZ SERRATO
King City,CA
Summary
Hardworking and focused secretary offering excellent communication, planning and prioritization skills demonstrated through 9 years of performance. Skilled at drafting reports and business correspondence, managing mail. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.
Overview
19
19
years of professional experience
Work History
Secretary
LITTLE BEAR WATER COMPANY, LLC.
06.2015 - Current
- Schedule appointments, respond to emails and write and proofread letters, memorandums and other business correspondence.
- Maintain fully functional office equipment and well-organized office supplies inventory.
- Managed executive calendars, scheduling appointments and meetings to optimize time management.
- Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Developed strong working relationships with vendors to ensure timely delivery of supplies at the best possible prices.
- Answered multi-line phone system and enthusiastically greeted callers.
- Scheduled appointments and conducted follow-up calls to clients.
- Maintained daily report documents, memos and invoices.
- Entered data into system and updated customer contacts with information to keep records current.
Bank Teller
JPMorgan Chase
09.2005 - 06.2015
- Greeted an average of 60 incoming visitors and customers per day professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients and updated client records.
- Answered multiline phone system by the third ring and transferred callers to the appropriate staff member.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Reconciled cash drawer and resolved discrepancies.
Education
High School Diploma -
King City High School
King City, CA06.2004
Skills
- Bilingual and biliterate in Spanish/Engilsh
- Documentation and Reporting
- Multitasking
- Calendar Management
- Customer Service
- Verbal and written communication
- Computer literacy
- Time management
- Transcription and dictation
- Attention to detail
- Organization skills
Certifications
- First Aid and CPR Certificates
Timeline
Secretary
LITTLE BEAR WATER COMPANY, LLC.
06.2015 - Current
Bank Teller
JPMorgan Chase
09.2005 - 06.2015
High School Diploma -
King City High School
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