Desiree Perez
San Antonio,TX
Summary
Dynamic professional with extensive experience at USAA Federal Savings Bank, excelling in customer support and conflict resolution. Proven ability to analyze customer needs and implement effective solutions, leveraging strong communication skills and a solid understanding of regulatory compliance. Recognized for enhancing customer satisfaction and identifying opportunities for process improvement.
Overview
7
7
years of professional experience
Work History
Website Customer Support Specialist
USAA Federal Savings Bank
San Antonio, Texas
07.2024 - Current
- Reviewed customer accounts for unusual patterns and flagged suspicious behavior.
- Monitored trends in incoming requests from customers for identifying potential problems or opportunities for improvement.
- Maintained up-to-date knowledge of company products, services, policies, and procedures.
- Performed needs analysis and presented options based on findings to help customers make decisions.
- Assisted customers with product installation, troubleshooting, and usage questions.
- Communicated with customers to verify account activity and resolve issues promptly.
Cash Controller Specialist
HEB Grocery Store
San Angelo, Texas
08.2021 - 07.2024
- Monitored and analyzed high-volume financial data using POS software and cash machines, identifying errors and ensuring accuracy in daily reporting.
- Investigated discrepancies in cash flow or register reports
- Assisted in preparing financial reports and audits for management review.
- Adhering to H-E-B's security and confidentiality guidelines, and complying with policies related to MSB and other financial services.
- Implemented specific measures to monitor transactions, verify customer identities, and report suspicious activities.
Cashier
HEB Grocery Store
San Angelo, Texas
10.2018 - 08.2021
- Processed customer transactions efficiently at high-volume retail environment.
- Assisted customers with product inquiries and payment options.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, or gift card.
Education
BBA - Cyber Security
The University of Texas At San Antonio
San Antonio, TX12-2023
Skills
- Troubleshooting techniques
- Strong oral and written communication skills
- Basic understanding of the Bank Secrecy Act, USA Patriot Act, and other applicable laws and regulations
- Working knowledge of Microsoft Office tools for reporting, documentation, and communication
- Strong analytical experience
- Conflict resolution
Timeline
Website Customer Support Specialist
USAA Federal Savings Bank
07.2024 - Current
Cash Controller Specialist
HEB Grocery Store
08.2021 - 07.2024
Cashier
HEB Grocery Store
10.2018 - 08.2021
BBA - Cyber Security
The University of Texas At San Antonio
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