Summary
Overview
Work History
Education
Skills
Timeline
Generic

Betsy K Sanchez Quintana

San Jacinto,CA

Summary

Detail-oriented bilingual administrative professional with 6+ years of banking and customer service experience. Skilled in data entry, record-keeping, filing, document management, and maintaining confidential information. Fluent in English and Spanish with strong communication, organizational, and customer service skills. Experienced supporting diverse demographics , preparing reports, and working in fast-paced office environments with accuracy and professionalism.

Overview

7
7
years of professional experience

Work History

Risk Management Specialist

Aea Federal Credit Union
Yuma, Arizona
10.2020 - 04.2023
  • Maintained confidential records and documentation while ensuring accuracy and compliance.
  • Reviewed and processed information for completeness and accuracy.
  • Performed data entry, recordkeeping, filing, and document management.
  • Prepared reports and correspondence for management review.
  • Researched and resolved account discrepancies and customer inquiries.
  • Communicated effectively with customers and internal departments in English and Spanish.
  • Assisted with administrative projects, tracking deadlines and maintaining organized records.
  • Utilized Microsoft Office and internal systems to maintain accurate records and reports.

Teller

Aea Federal Credit Union
Yuma, Arizona
01.2020 - 10.2020
  • Provided bilingual customer service to a diverse member population.
  • Processed transactions accurately while maintaining attention to detail.
  • Maintained organized records and documentation.
  • Assisted customers with account inquiries and problem resolution.
  • Supported daily office and administrative functions.
  • Utilized computer systems and Microsoft Office applications to update records and process information.

Vault Teller

Intercam Financial Services
San Ysidro, California
06.2016 - 08.2019
  • Maintained accurate records and documentation related to daily cash operations and branch transactions.
  • Performed detailed reconciliation of cash, financial records, and transaction reports while ensuring accuracy and compliance.
  • Handled confidential member and financial information with a high degree of discretion and professionalism.
  • Provided bilingual customer service and support in English and Spanish, assisting members with account inquiries and transaction requests.
  • Utilized computer systems and Microsoft Office applications to maintain records, update information, and generate reports.
  • Collaborated with branch staff and management to resolve discrepancies and ensure efficient daily operations.
  • Assisted in training and supporting staff on operational procedures and compliance requirements.

Education

Apple Valley High School
Apple Valley, CA

Some College (No Degree) - Business Administration And Management

Arizona Western College
Yuma, AZ

Skills

  • Bilingual English/Spanish (Verbal & Written)
  • Data Entry & Recordkeeping
  • Filing & Document Management
  • Customer Service & Public Assistance
  • Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Report Preparation
  • Confidential Records Management
  • Administrative Support
  • Attention to Detail
  • Professional Phone & Email Communication
  • Collaboration & Teamwork
  • Typing (40 WPM Certified)

Timeline

Risk Management Specialist

Aea Federal Credit Union
10.2020 - 04.2023

Teller

Aea Federal Credit Union
01.2020 - 10.2020

Vault Teller

Intercam Financial Services
06.2016 - 08.2019

Apple Valley High School

Some College (No Degree) - Business Administration And Management

Arizona Western College
Betsy K Sanchez Quintana