Camilia Perez
Houston,TX
Summary
Accomplished Bank Teller at Wells Fargo and Dental Insurance Coordinator at Delta Dental, I excel in customer relationship development and deposit management. Leveraging professionalism and courtesy, I significantly improved customer satisfaction and reduced billing errors. Skilled in fraud detection and software proficiency, my approach blends meticulous attention to detail with empathetic customer service.
Overview
3
3
years of professional experience
Work History
Bank Teller
Wells Fargo
05.2024 - Current
- Handled various accounting transactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Monitored and reported suspicious activity in line with bank security policies.
- Counted, verified and handled bank deposits and armored car transactions.
- Processed customer transactions promptly, minimizing wait times.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- 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.
- Placed orders for customer checks and verified starting numbers.
- Provided customer records, account statements and copies of checks.
- Counted and packaged currency and coins.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Monitored and verified suspicious activity on customer accounts.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Wrote and distributed customer correspondence.
Dental Insurance Coordinator
Delta Dental
04.2022 - 04.2024
- Reduced billing errors by consistently verifying insurance eligibility prior to service delivery.
- Assisted patients in understanding their dental insurance benefits, coverage limits, and out-of-pocket expenses.
- Supported patients throughout the treatment process by answering questions about their financial responsibility concerning deductibles, copayments, or coinsurance amounts.
- Managed accounts receivable, decreasing outstanding balances through diligent follow-up with both patients and insurers.
- Improved patient satisfaction by efficiently managing dental insurance claims and coordinating with providers.
- Assisted patients in completing necessary paperwork for filing claims, ensuring timely submission of required documentation.
- Negotiated pre-authorizations for necessary dental procedures, securing coverage for vital treatments otherwise not covered.
- Filed and tracked insurance claims and communicated claims status to patients.
- Prepared insurance claims for submission to clearinghouses or insurance companies.
- Verified insurance and communicated coverage to staff and patients.
- Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.
Education
Kipp Generations Colligate
Houston, TXAssociate Of Business Administration -
Houston Community College
Houston, TXSkills
- Professionalism and Courtesy
- Money Handling
- Deposit and withdrawal management
- Cash counting
- Customer relationship development
- Patience and Empathy
- Listening and Comprehension
- Data Entry Efficiency
- Account updating
- Fraud Detection Abilities
- Financial product knowledge
- Signature Verification
- Software Proficiency
- Time management proficiency
- Strong Work Ethic
- Excellent time management skills
- Positive
- Approachable
Timeline
Bank Teller
Wells Fargo
05.2024 - Current
Dental Insurance Coordinator
Delta Dental
04.2022 - 04.2024
Kipp Generations Colligate
Associate Of Business Administration -
Houston Community College
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