Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Cynthia Gomez

Richmond,CA

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

22
22
years of professional experience

Work History

Caregiver

Cordero Household
04.2022 - Current
  • Manage multiple schedules for a household of two adults and 2 Children
  • Create and implement daily routines for effective scheduling
  • Establish budgets for utilities, food and other necessities to maintain fiscal responsibility
  • Coordinate medical appointments for all family members and follow up with health care providers
  • Taught 2 children in specific parts of coursework, improving their academic performance

Equipment Finance Senior Collection Specialist

Bank of the West
08.2020 - 04.2022
  • Temporary remote job during the pandemic.
  • Monitoring and maintaining up-to-date records for client accounts and reviewing accounts in arrears to ensure appropriate actions are taken
  • Notifying debtors of overdue payments and accounts by telephone, mail, and email - including timely follow up if a reply is not received
  • Professional handling of customer inquiries, including providing detailed customer reconciliations and statements as required, resolving payment disputes, and processing payments and refunds
  • Tracing and locating debtors to make payment arrangements
  • Recommending further action or discontinuation of service on occasions where payment is not forthcoming - including liaising with Credit and Sales departments where necessary
  • Preparing reports related to collection work

Relationship Banker

Bank of the West
04.2019 - 03.2020
  • Greet customers when they enter the branch and establish a professional, friendly rapport.
  • Ensure customer satisfaction and resolve issues with banking products or services
  • Answer questions about account types and banking products, such as CDs, money market accounts, loans and credit cards
  • Check on the status of customer accounts and track checks and payments
  • Review and explain account charges
  • Assist banking customers who are victims of fraud, theft or identity theft
  • Provide ongoing banking relationship services with existing clients.
  • Manage customer accounts, including opening and closing accounts and overseeing transactions.
  • Evaluate customers' financial needs, provide banking solutions and refer them to the appropriate branch officers as needed.

Branch Assistant Manager

US Bank
03.2017 - 03.2019
  • Assists in directing and managing the tellers' and Personal Bankers
  • Makes daily and weekly schedules for all employees
  • Train newly hired Tellers and Personal Bankers
  • Open new Accounts and Process loans
  • Resolve customer issues
  • Audit and meet deadlines for monthly and annual reports
  • Research entries and Balance Branch General Ledger
  • Assist manager in making quarterly sales plan

Teller Coordinator

US Bank
04.2010 - 02.2017
  • Open new accounts
  • Process teller transactions
  • Cross-sell bank products and services
  • Resolve customer service issues
  • Audit and spot - check Procedures and Reports
  • Complete and Deliver Monthly Review Worksheets
  • Cross Train Tellers
  • Complete Quarterly, Semi-annual and Annual Certifications
  • Review and complete daily reports
  • Work with tellers on sales goals and customer service
  • Review and Process payroll
  • Book appointments for customers
  • Manage Branch conference room schedule for Bank Partners

Branch Service Officer (BSO)

Westamerica Bank
04.2006 - 10.2008
  • Support branch sales goals by performing both new account activities and teller duties.
  • Provide backup for operational and platform activities with the branch.
  • Prepare work schedules; train new tellers and provide ongoing training and support to other tellers.
  • Handle more complex customer service issues.
  • Audit spot checking. Daily reports; Kite, NSF, overdraft, Wires, Large items.
  • Careful attention to detail and time management.
  • Management, Supervisory and Organizational skills.

Teller III /Merchant Teller

Westamerica Bank
03.2005 - 04.2006
  • Handle routine financial transactions (deposits, withdrawals, advances, loan payments, merchant transactions, Wires, etc.) and balance these transactions daily.
  • Cross sell Products when appropriate by making the necessary referrals.
  • Coach and provide cross-training to new employees.
  • Ability to respond and assist customers with inquiries and/or problem resolution.

Teller II

Westamerica Bank
10.2003 - 03.2005
  • Process routine transactions accurately and efficiently.
  • Identify customer needs and refer financial products and services.
  • Balance cash and reconcile checks cashed daily.
  • Comply with all department and company policies and procedures.
  • Accurate cash handling, Superior Customer Service, effective communication.

Education

High School -

Oracle High School
San Rafael, CA
03.2004

High School - undefined

San Rafael High school
San Rafael, CA
01.2002

Skills

  • Fluent in two languages
  • Skilled in 10-key data entry
  • Software proficiency
  • Exceptional customer support
  • Active listening and communication
  • Effective under pressure
  • Effective multi-tasking
  • Compliance with guidelines
  • Strong focus on accuracy
  • Detail-oriented organization

Languages

Spanish
English

Timeline

Caregiver

Cordero Household
04.2022 - Current

Equipment Finance Senior Collection Specialist

Bank of the West
08.2020 - 04.2022

Relationship Banker

Bank of the West
04.2019 - 03.2020

Branch Assistant Manager

US Bank
03.2017 - 03.2019

Teller Coordinator

US Bank
04.2010 - 02.2017

Branch Service Officer (BSO)

Westamerica Bank
04.2006 - 10.2008

Teller III /Merchant Teller

Westamerica Bank
03.2005 - 04.2006

Teller II

Westamerica Bank
10.2003 - 03.2005

High School - undefined

San Rafael High school

High School -

Oracle High School