Carlos Andrade
Kenosha,WI
Summary
Personable and detail-oriented individual with strong foundation in financial principles and excellent communication skills. Possesses solid understanding of banking procedures and expertise in customer service and financial analysis. Committed to providing exceptional service and contributing to financial success of clients.
Overview
4
4
years of professional experience
Work History
Customer Experience Banker
Huntington National Bank
01.2023 - 05.2023
- Documented customer interactions in an internal database to maintain a comprehensive customer history.
- Promoted and sold available products and services to customers during service, account management and order calls.
- Demonstrated high energy and professionalism when interacting with clients and staff.
- Delivered exceptional customer service by leveraging extensive product knowledge and creating positive experiences for all customers.
Patient Service Representative
Aurora Health Care
10.2021 - 08.2022
- Addressed patient complaints through timely corrective actions and referrals enhancing patient satisfaction.
- Customer service inquiries in person, via telephone and email.
- Managed co-payments and maintained daily financial reports.
- Check-In and Check Out Patients for appointments.
- Confirmed updated patient information in our database.
Manager
LoanMax Title Loans
10.2019 - 12.2020
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Finalized Title Loans and Verified Paperwork.
Teller
Great Lakes Credit Union
12.2018 - 07.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
Education
High School Diploma -
Indian Trail High School
Kenosha, WI06-2017
Skills
- Customer service
- Cash handling
- Creative thinking
- Product promotion
- Relationship building
- Developing customer relationships
- Teller experience
- Patient confidentiality
- Data entry proficiency
- Conflict resolution
- Bilingual (Spanish)
Timeline
Customer Experience Banker
Huntington National Bank
01.2023 - 05.2023
Patient Service Representative
Aurora Health Care
10.2021 - 08.2022
Manager
LoanMax Title Loans
10.2019 - 12.2020
Teller
Great Lakes Credit Union
12.2018 - 07.2019
High School Diploma -
Indian Trail High School
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