Daisy Tafoya
Overview
2
2
Languages
13
13
years of professional experience
Work History
Associate Banker
Chase Bank
Oak Lawn
03.2021 - Current
- Accurately process the full array of deposit, loan, safe deposit, and credit card transactions in a secure and confidential manner in compliance with policy.
- Assisted clients in opening new accounts, exploring account options, and resolving errors to enhance customer satisfaction.
- Identified and cross-sold suitable products and services to support client needs and achieve established sales goals.
- Engaged with clients to build friendly rapport, fostering a positive banking experience.
- Help clients learn about the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs.
- While managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings.
- Also, conduct vault functions, including balancing of vault and ATMs as applicable.
Cashier/Manager/A/P
Menards
Evergreen Park
03.2013 - 03.2021
- Handled cash and credit card transactions with accuracy and efficiency, contributing to smooth financial operations.
- Assisted General Manager with banking, cash handling, payroll, and scheduling to support overall store administration.
- Mentored and trained new members effectively in order to ensure growing sales and the fulfillment of Menards integrity vision.
- Focused on creating a positive guest experience through attentive service and support.
- Developed a strong team dynamic between departments, to provide excellent customer service to our guests.
- Process returns and exchanges, answer customer questions, and provide appropriate solutions.
- As well as manage store policies and procedures to ensure compliance with safety and security regulations.
- Provide internal and external loss prevention awareness to protect the store assets.
- Processed and verified vendor invoices for accuracy before payment.
- Matched invoices with purchase orders and receiving documentation.
- Resolved invoice discrepancies through effective communication with vendors and store departments, ensuring timely payments.
- Maintained organized accounts payable files and financial records.
Education
Bachelor of Science - Finance
University of Illinois At Chicago – College of Business Administration
Chicago, IL12-2020
Associates of Science - Business Administration
Moraine Valley Community College
Palos Hills, IL05-2015
Skills
- Client support and relations
- Quality assurance and attention to detail
- Microsoft Office Suite
- Problem solving and decision making
- Team leadership and collaboration
- Time management strategies
- Effective communication skills
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Associate Banker
Chase Bank
03.2021 - Current
Cashier/Manager/A/P
Menards
03.2013 - 03.2021
Bachelor of Science - Finance
University of Illinois At Chicago – College of Business Administration
Associates of Science - Business Administration
Moraine Valley Community College