Summary
Overview
Work History
Education
Skills
Certification
License's
Languages
Timeline
Generic

Cynthia Cortes

Summary

Dedicated to improving accuracy and efficiency, organized Virtual Assistant excelling at maintaining and developing administrative and procedural processes. Experienced in reviewing financial documents and digital records, skilled at ensuring accuracy and integrity of important information. Effective leader adept at directing, monitoring, and inspiring team members to complete accurate and timely investigations and reports. Possesses talent for solving complex problems and making sound decisions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Virtual Assistant

Citizens Bank
08.2023 - Current
  • Elevated client experience by providing timely customer support via phone calls, emails, and live chat platforms.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

BANKER

Citizens Bank
03.2022 - Current
  • Developed strong relationships with current and prospective clients, as well as business partners
  • Assisted clients by providing exceptional customer service and knowledge of products, service and offerings
  • Maintained the confidentiality of clients and their accounts at all times
  • Maintained a strong understanding of Citizens Bank policies, standards and procedures to ensure the security of bank and clients assets
  • Recognized the transaction needs of clients and educated clients about digital self-service options.

BANK TELLER

Citizens Bank
05.2021 - 03.2022
  • Processed daily transactions, including deposit, withdrawals, money transfers, loan payments, credit card payments, and sell cashier checks and money orders
  • Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance
  • Assisted clients with various questions and concerns related to their accounts and bank products
  • Helped customers open and close checking accounts, saving accounts, credit cards, personal loans, and mortgages
  • Reconciled cash drawer ATM's managing per day alongside daily closeouts processes to balance receipts
  • Conducted each client's transaction efficiently, accurately, and effectively.

CSS (customer service supervisor)

Burlington Coat Factory
11.2017 - 05.2021
  • Managed all aspects of the customer service department for a retail store, including providing training and coaching to team members on service protocols, policies, and client relations best practices
  • Auditing 14 registers during closing hours, training new/seasonal employees, resolving customer complaints/needs, meeting alongside corporate and regional stores to problem solve and improve workplace and customer environment
  • Also doing audits, deposits, Bank deposits, layaways, hiring and doing payroll.
  • Collaborated with other departments to address recurring customer concerns, improving overall service quality.
  • Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.

Education

High School Diploma -

Escuela Superior Benito Cerezo
05.2007

Skills

  • Customer Due Diligence
  • Suspicious Activity Reporting
  • Compliance Training
  • Teamwork and Collaboration
  • Problem-Solving
  • Attention to Detail
  • Reliability
  • Excellent Communication
  • Native Spanish fluency

Certification

  • CNA- CERTIFIED NURSING ASSISTANT
  • CPR LICENSE

License's

  • CPR
  • LNA

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Virtual Assistant

Citizens Bank
08.2023 - Current

BANKER

Citizens Bank
03.2022 - Current

BANK TELLER

Citizens Bank
05.2021 - 03.2022

CSS (customer service supervisor)

Burlington Coat Factory
11.2017 - 05.2021

High School Diploma -

Escuela Superior Benito Cerezo
Cynthia Cortes