
Dynamic professional with a proven track record at Chase Bank, excelling in customer service and financial solutions. Bilingual in Spanish and English, I leverage strong organizational skills and critical thinking to enhance client experiences and streamline operations. Recognized for adaptability and leadership, I consistently deliver results in fast-paced environments.
Spearheaded event planning and management for Cynthia's Creations, specializing in personalized weddings, birthdays, baby showers, and milestone events.
• Make and send invoices to clients every month.
• Prepare and write checks for payments (vendors, bills, etc.).
• Call clients to ask about payments, answer questions, or follow up on invoices.
• Keep records of all invoices and payments organized.
• Answer phone calls from clients about billing or services.
• Help with basic office paperwork and filing related to money and clients.
Bilingual in Spanish and English
Great customer service skills
Organization
Appointment scheduling
Adaptability / Resilience
Critical thinking
Emotional intelligence / Leadership
Problem-solving
Investment strategies
Currency exchanges
Self-motivated nature