Denisse Morales
Dallas,TX
Summary
Friendly Retail Banker adept at building and managing customer relationships to drive bank assets and new business. Strong consultative selling skills to understand client needs and recommend customized solutions. Excellent communication and interpersonal skills with customers, peers and management teams. Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Retail Banker
Woodforest National Bank
10.2022 - 06.2023
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Identified and resolved complex client service issues to deliver exceptional customer service.
- Supported and managed promotional activities to increase bank exposure and reputation in local community.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Received and counted daily inventories of cash, drafts and checks.
- Performed special services for customers, ordering bank cards and checks.
- Verified amounts and integrity of every check or funds transfer.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
Medical Assistant
First Family Healthcare Associates
04.2018 - 07.2022
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Scheduled appointments for patients via phone and in person.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Educated patients about medications, procedures and physician's instructions.
- Secured patient information and maintained patient confidence by completing and safeguarding medical records.
- Partnered with healthcare and administrative staff to create patient-centered, inviting and supportive environment for patients and families.
- Administered rapid tests for COVID and strep to help clinical staff assess conditions.
- Coordinated and executed medical waste disposal according to governmental and organizational standards.
- Batch-scanned and indexed patient charts to improve data availability while maintaining security.
- Measured patient peak flows to improve workflow efficiency.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Sanitized, restocked and organized exam rooms and medical equipment.
Sales Representative Assistant Manager
Sprint
01.2016 - 01.2017
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
- Contacted new and existing customers to outline benefits of products.
- Improved overall customer purchasing experiences to promote steady revenue.
- Kept up-to-date with regional market and industry trends to optimize marketing and sales plans.
- Worked with production teams to assess, update and optimize delivery dates for customers.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Cashier
SK & AD Business
02.2015 - 01.2016
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Processed sales transactions to prevent long customer wait times.
- Helped customers find specific products, answered questions and offered product advice.
- Wrapped items and bagged purchases properly to prevent merchandise breakage.
- Verified customer identification for alcohol or tobacco purchases.
- Resolved customer complaints and escalated worsening concerns for remediation.
- Worked flexible schedule and extra shifts to meet business needs.
Education
Diploma - Medical Assisting
Brightwood College
Arlington, Tx02.2018
High School Diploma -
Arlington High School
Arlington, TX2015
Skills
- Exceptional customer service
- Cash dispenser operation
- New Account Setup
- Safe and vault operation
- Problem resolution
- Signature Verification
- Product and Service Sales
- Multitasking
- Record-keeping and Documentation
- Time Management
- Check Cashing
- Sorting and Filing
- Professional bedside manner
- HIPAA compliance
- Proper sterilization techniques
- Charting expertise
- Wound care and
- Vital sign monitors
- Electrocardiography (EKG)
- First aid
- Bilingual in English and Spanish
- Assist patients and family with Home Health, Hospice and palliative care
- Medication Administration
Timeline
Retail Banker
Woodforest National Bank
10.2022 - 06.2023
Medical Assistant
First Family Healthcare Associates
04.2018 - 07.2022
Sales Representative Assistant Manager
Sprint
01.2016 - 01.2017
Cashier
SK & AD Business
02.2015 - 01.2016
Diploma - Medical Assisting
Brightwood College
High School Diploma -
Arlington High School