Daniela Quintero
Lynn,MA
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
Overview
10
10
years of professional experience
Work History
Associate Banker
J.p.Morgan chase
Boston, MA
09.2021 - 05.2024
- Helped customers understand and use mobile applications and online banking.
- Completed daily cash balancing and operated ATMs.
- Assisted customers by answering banking questions and recommending solutions.
- Modified, opened and closed customer accounts.
- Advised customers on bank products, services and financial planning options.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Met with new clients and completed pre-qualification procedures.
- Assisted customers with applying for new credit cards, making payments, and updating personal information.
Customer Service Cashier
CVS Health
Boston
01.2019 - 04.2021
- Greeted customers and responded to informational requests.
- Operated cash register, collected payments and provided accurate change.
- Assisted customers to find appropriate products, answered product questions and provided product solutions.
- Trained new team members in cash register operation, stock procedures and customer service.
Pharmacy Technician
Eaton
Boston, MA
03.2015 - 02.2020
- Epic search and manage
- Bill patients medications
- Used 8-point check system to verify labeled prescriptions.
- Processed prescriptions, checking against known patient allergies.
- Consulted with peers, technicians and other pharmacists to appropriately assess prioritization and complete orders accordingly.
- Prepared requisitions for drugs and supplies as necessary.
- Dispensed medications to patients in accordance with pharmacist orders.
- Calculated dosages carefully and prepared prescription labels, promoting accuracy in medication administration.
- Created new customer profiles and updated changes such as demographics, allergies and new medications in pharmacy computer systems.
- Efficiently processed cash register transactions for new and refilled prescription orders.
- Entered orders into system and filled medication orders.
Waitress
Ksm Marketing & Events
Boston, MA
01.2014 - 03.2018
- Educated guests on daily specials and appetizers, entrees, desserts and other menu items.
- Arranged place settings with fresh tablecloths, tableware and flowers to beautify table.
- Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
Education
High School Diploma -
Charlestown High School
Charlestown, MA05.2013
Pharmacy Technician -
Cvs
Boston, MAPharmacy Technician -
Boston
Boston, MA02.2018
Skills
- 6 years Epic experience
- Medical billing experience
- Customer Service
- Credit and cash transaction
- Fluent in Spanish
- Documentation skills
- Pharmacy operations
- Stocking shelves
- Proper labeling procedures
- Verifying orders
- Insurance billing
- Resolving customer issues
- Labeling prescriptions
- Insurance Verification
Timeline
Associate Banker
J.p.Morgan chase
09.2021 - 05.2024
Customer Service Cashier
CVS Health
01.2019 - 04.2021
Pharmacy Technician
Eaton
03.2015 - 02.2020
Waitress
Ksm Marketing & Events
01.2014 - 03.2018
High School Diploma -
Charlestown High School
Pharmacy Technician -
Cvs
Pharmacy Technician -
Boston