Focused customer service professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering [15+] years of experience in related roles, as well as passion for always improving numbers, enhancing knowledge and exceeding expectations.
Overview
7
7
years of professional experience
Work History
FINANCIAL SERVICE REPRESENTATIVE (MOD)
Texans Credit Union
07.2021 - 01.2025
Processed customer transactions, cash, credit card and checks etc
Assisted customers via phone and in person with any account activity or inquiries
Accessed/protected customer account information, provided customer service, handled any complaints with fees, overcharges, and overdrafts
Processed consumer loans with upselling of additional ancillary products
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
Executed operational tasks such as teller audits, new/closed account audits, scheduling audits
Training new hires/ cross trained existing employees to maximize team agility and performance
Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages
Identified and reported suspicious behavior to security personnel as appropriate
Managed and motivated employees to be productive and engaged in work.
Upsold/Cross sell products such as credit cards, accounts, loan etc
BANK TELLER SUPERVISOR
Financial Professionals Group, Legacy Texas Bank/ Prosperity Bank
11.2019 - 05.2021
Monitored customer behaviors and upheld strict protocols to prevent theft of assets
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Upheld strict financial controls by keeping funds secure and accurately transferring monies
Removed mutilated currency from circulation
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages
Reconciled cash drawer and resolved discrepancies
Assisted estimated70 customers each day and remained poised and professional even in high-stress situations and when dealing with irate individuals
Received and processed large incoming and outgoing cash shipments
Audited fellow teller currency to contribute to dual-control procedures
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
STUDIO MANAGER
Waxing The City
11.2017 - 10.2019
Placed orders and kept track of inventory every week, answered phones, emails, and client inquiries regarding waxing, prices, client complaints or feedback etc
Worked diligently and proficiently to schedule appointments and meet every client's expectation and need
Sold waxing memberships ranging in price and size of package
Responsible for handling all deposits, cash flow and change needs
Trained new hires, kept track of all studio supplies and what was needed
Organized and assisted in marketing and public relations, including planning and implementation of marketing booths at special events
On the spot coaching with the staff, approve/deny vacation days
Facilitating and prepping monthly team meetings
Responsible for employee terminations/write-ups as well as all on boarding processes of new hires
Submitted a payroll report each pay period with any employee paid time off, deductions or reimbursements
Led staff meetings for team of11 to communicate studio directives
Education
High School Diploma -
MCKINNEY HIGH SCHOOL
McKinney, TX
01-2013
Skills
Communication skills, Protocols
Mentoring and coaching-3 Years
Customer Service-10 Years
Complaint handling/Dispute Resolution-7 Years
Data Entry-7 Years
Sales-5 Years
Training-3 Years
Microsoft Office-4 Years
Cash counting
Call center
Cash flow, Processes
Coaching, Project management
Interpersonal and communication, Public relations
Sales
Customer Service, Phones
Data Entry
Financial
Timeline
FINANCIAL SERVICE REPRESENTATIVE (MOD)
Texans Credit Union
07.2021 - 01.2025
BANK TELLER SUPERVISOR
Financial Professionals Group, Legacy Texas Bank/ Prosperity Bank