Chelsea Trejo
Memphis,TN
Summary
Flexible hard worker ready to learn and contribute to team success. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Efficient professional in financial client services, known for high productivity and ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. Excel in communication, problem-solving, and organizational skills, ensuring seamless operations and exceptional client experiences.
Overview
7
7
years of professional experience
Work History
Regions Personal Banker
Regions Financial Corp.
Memphis, TN
01.2022 - 03.2022
- Opened and prepared the branch daily to ensure seamless operations.
- Facilitated the opening of new customer accounts, delivering personalized banking solutions.
- Provided translation services to enhance customer communication and satisfaction.
Orthodontic Coordinator
Bartlett Pediatric Dentistry and Orthodontics
Bartlett, TN
02.2017 - 03.2018
- Streamlined client intake and established financial treatment plans for efficient onboarding and payment processing.
- Managed multi-line phone systems to facilitate seamless communication and scheduled appointments effectively.
- Ensured smooth office operations through timely appointment scheduling and proactive client management.
Paralegal
Law office of Kathryn Maceri
Memphis, TN
01.2015 - 01.2017
- Executed meticulous data entry to prepare legal documents and forms.
- Managed client communications, including phone inquiries and appointment scheduling.
- Organized and maintained legal files, incorporating translation and billing responsibilities.
Education
High School Diploma -
Gateway Christian Home School
Memphis, TN05-2009
Skills
- Customer service and client communication
- Account management and maintenance
- Financial analysis and planning
- Compliance and regulations
- Data entry and office administration
- Appointment scheduling and problem solving
- Cash handling and banking
- Translation services and financial advisement
- Branch operations and safe deposit oversight
Languages
Spanish
Full Professional
References
References available upon request.
Timeline
Regions Personal Banker
Regions Financial Corp.
01.2022 - 03.2022
Orthodontic Coordinator
Bartlett Pediatric Dentistry and Orthodontics
02.2017 - 03.2018
Paralegal
Law office of Kathryn Maceri
01.2015 - 01.2017
High School Diploma -
Gateway Christian Home School
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