Daniella Davis
Tucson,AZ
Summary
Dedicated Banker well-versed in setting up new customer accounts, following security protocols. Well-organized with strong relationship-building, time management and documentation skills. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively and quickly mastering new skills.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Vantage west credit union
Tucson, AZ
08.2023 - Current
- Provided members with financial advice and assistance in setting up accounts, loans, and investments.
- Identified members needs through conversations and offered appropriate products to meet their requirements.
- Built long-term relationships with members by providing personalized service and support.
- Used job-related software and computer to collect and record member deposits, fees and issue receipts.
- Opened and serviced accounts within authorized limits.
- Compiled new member information to open accounts and loans, collecting and verifying necessary documentation.
Patient Care Coordinator
Optum
Tucson, AZ
10.2021 - 08.2023
- Answered phone calls from customers regarding product availability and pricing information.
- Adhered to HIPAA regulations when handling confidential patient information.
- Ensured compliance with all federal, state, local laws and company policies related to pharmacy operations.
- Received payment from customers and processed credit card transactions when necessary.
- Collaborated with other healthcare professionals such as nurses or physicians regarding drug therapies or treatments for patients.
- Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.
Education
High School Diploma -
Smart Schools
Phoenix, AZ05-2023
Skills
- Financial Processes Understanding
- Financial Services
- Customer Financing
- Relationship Building And Management
Timeline
Relationship Banker
Vantage west credit union
08.2023 - Current
Patient Care Coordinator
Optum
10.2021 - 08.2023
High School Diploma -
Smart Schools
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