Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Desiree Montgomery

Bakersfield,CA

Summary

Positive and upbeat customer Service Specialist Bringing in 9 years of Customer-Facing experience in fast paced settings, Highly adaptable diverse customer needs. Proven history of building trust with customers to promote satisfaction, resolve concerns and maintain long-term loyalty .

Overview

9
9
years of professional experience
1
1
Certification

Work History

Teller

Westamerica Bank
Bakersfield, CA
05.2024 - Current
  • Explained the features of various banking products available to customers.
  • Balanced cash drawers on a daily basis.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Cross-sold additional bank products when applicable to meet customer needs.
  • Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Performed daily reconciliation of teller drawer within established limits.
  • Processed wire transfers for customers both domestically and internationally.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Researched discrepancies between actual cash amounts and records of transactions for accuracy.

Sales Consultant

Pandora
Visalia, CA
11.2022 - 03.2023
  • Worked with fellow sales team members to achieve group targets.
  • Listened to customers to understand needs and refer to optimal services.
  • Greeted incoming customers and provided expert sales and service to drive revenue.
  • Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
  • Demonstrated products in effort to show potential buyers benefits and advantages and encourage purchases.
  • Answered product questions with up-to-date knowledge of sales and promotions.
  • Drove substantial sales through suggestive selling and by promoting add-on purchases.
  • Answered store and merchandise questions and led customers to wanted items.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Organized store by returning merchandise to proper areas and restocked displays.
  • Recommended merchandise to customers based on needs and preferences.

Floor Associate

Old Navy, Gap
Visialia, CA
12.2019 - 11.2022
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Welcomed customers, offered to help locate items, and suggested merchandise without being intrusive or pushy.
  • Arranged merchandise for display to highlight new styles, attract customers, and enhance sales.
  • Processed merchandise returns and exchanges for customers to refund payments, trade items, and offer store credit.
  • Calculated pricing, applied discounts and collected payments to process transactions.
  • Worked with off-site locations to find desired items for customers.

Retail Sales Consultant

FedEx
Visalia, CA
03.2018 - 06.2019
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Maintained current store, product, and promotional knowledge to drive consistent sales.
  • Restocked shelves, racks and bins with latest merchandise and changed signage to promote special items.
  • Operated printing equipment to produce print jobs with PC, CTP, binding equipment, punching and cutting.
  • Completed minor machine repairs and placed equipment service calls for routine maintenance.
  • Analyzed production quality to identify errors prior to delivery.
  • Adjusted equipment and computer interface to print various sized projects using different paper stocks.
  • Inspected digital files in printer software to optimize functionality.
  • Maintained adequate productivity by setting and enforcing deadlines.
  • Checked customer orders, labeling, and documentation prior to shipment to avoid delays.
  • Implemented cost-effective methods, carriers and routes to optimize shipping and receiving strategies.
  • Prepared inventory for shipment by attaching tags and labels.

Cashier

Target
Visalia, CA
10.2016 - 02.2018
  • Operated cash register, collected payments, and provided accurate change.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Helped customers find specific products, answered questions and offered product advice.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Helped with purchases, locating items and signing up for rewards programs.
  • Learned roles of other departments to provide coverage and keep store operational.
  • Processed refunds for worn, damaged, and broken merchandise.

Education

Technical Certificate - Medical Billing And Coding

Visalia Adult School
Visalia, CA
12.2021

Technical Certificate - Medical Assisting

Visalia Adult School
Visalia, CA
11.2014

High School Diploma -

Visalia Charter Independent Study High School
Visalia, CA
06.2013

AAPC

Skills

  • Critical thinking
  • Active listening
  • Reliable & trustworthy
  • Strong communication skills
  • Decision-making
  • Conflict resolution
  • Reliable and consistent
  • Adaptive team player
  • High-energy attitude
  • Attentive to detail
  • Task delegation
  • Merchandising
  • Strong organization skills
  • Confident and positive attitude
  • Retail sales customer service
  • Inbound and Outbound Calling
  • Sales expertise
  • Typing Skills 45wpm
  • Technologically savvy
  • Project management abilities
  • Data evaluation
  • Problem-solving abilities
  • Microsoft Office expertise
  • POS systems
  • Cash handling
  • Customer Service
  • Front desk operations
  • HIPAA guidelines
  • Patient callbacks
  • Telephone etiquette
  • Data entry
  • Medical Terminology knowledge
  • Medical Coding
  • Transaction processing
  • Customer verification
  • Product knowledge
  • Financial compliance
  • Customer relationship management
  • Cross selling
  • Loans
  • Financial software

Certification

  • Certified Medical coder-Apprentice through AAPC since 2022

Timeline

Teller

Westamerica Bank
05.2024 - Current

Sales Consultant

Pandora
11.2022 - 03.2023

Floor Associate

Old Navy, Gap
12.2019 - 11.2022

Retail Sales Consultant

FedEx
03.2018 - 06.2019

Cashier

Target
10.2016 - 02.2018

Technical Certificate - Medical Billing And Coding

Visalia Adult School

Technical Certificate - Medical Assisting

Visalia Adult School

High School Diploma -

Visalia Charter Independent Study High School

AAPC