Diana Avitua
San Antonio
Summary
Professional banking specialist prepared for this role with strong focus on customer service, cash handling, and transaction processing. Proven ability to work collaboratively within team to achieve results, adapting to changing needs seamlessly. Reliable, trustworthy, and skilled in communication, problem-solving, and financial accuracy. Consistently delivers exceptional service while maintaining high standards and efficiency.
Overview
25
25
years of professional experience
Work History
Home Healthcare Specialist
Lifespan Home Care
02.2016 - Current
- Developed personalized care plans in collaboration with healthcare teams to ensure optimal patient outcomes.
- Assisted patients with daily living activities, enhancing their comfort and quality of life.
- Coordinated schedules between patients and healthcare providers to ensure consistent care delivery.
- Implemented infection control procedures, maintaining a safe environment for patients and staff.
- Evaluated patient progress regularly, adjusting care plans to meet evolving needs effectively.
- Conducted regular safety checks throughout the home to minimize risk factors associated with falls or other accidents.
- Coordinated transportation arrangements for appointments when necessary while ensuring timely attendance at essential medical visits.
- Collaborated closely with interdisciplinary healthcare teams to design comprehensive treatment plans based on individual needs.
- Delivered exceptional customer service that resulted in positive feedback from clients regarding their satisfaction with provided care services.
- Ensured accurate medical administration by maintaining detailed records and following physician-prescribed treatment plans.
- Continually updated professional knowledge and skills through participation in relevant training programs and workshops.
- Managed complex medical conditions such as diabetes or heart disease by monitoring symptoms closely and adjusting treatments accordingly under the supervision of a healthcare professional.
- Supported patients'' mental well-being by offering companionship, emotional support, encouragement during difficult times.
- Enhanced patient comfort with timely and compassionate care focused on individual needs.
- Maintained a safe, clean, and organized home environment for optimal patient care delivery.
- Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
- Assisted patients with dressing, grooming and feeding needs, helping to overcome, and adapt to mobility restrictions.
- Provided mobility assistance such as walking and regular exercising.
- Assisted disabled clients to support independence and well-being.
- Completed entries in log books, journals, and care plans to accurately document and report patient progress.
- Provided transportation and appointments management.
- Followed nutritional plans to prepare optimal meals.
- Monitored client health by performing routine pulse, temperature and blood pressure checks.
- Monitored changes in clients' conditions to report concerns to supervisor.
- Scheduled and coordinated medical appointments.
- Documented vital statistics and coordinated with health care providers.
Bank Teller
Capital One
01.2011 - 11.2013
- Processed customer transactions accurately and efficiently, ensuring adherence to bank policies.
- Assisted clients with account inquiries, providing exceptional customer service and support.
- Utilized banking software to manage cash flow and maintain accurate records of transactions.
- Collaborated with team members to enhance workflow efficiency and improve service delivery.
- Conducted routine audits of cash drawers to ensure financial accuracy and compliance with regulations.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Counted and packaged currency and coins.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Audited fellow teller currency to contribute to dual-control procedures.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Removed mutilated currency from circulation.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Performed account maintenance by closing out accounts and changing customer addresses.
Bank Teller
Guaranty Trust Bank
01.2010 - 10.2011
- Processed customer transactions accurately and efficiently, ensuring adherence to bank policies.
- Utilized banking software to manage cash flow and maintain accurate records of transactions.
- Handled complex transactions, resolving issues promptly to maintain customer satisfaction.
- Conducted routine audits of cash drawers to ensure financial accuracy and compliance with regulations.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Counted and packaged currency and coins.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Audited fellow teller currency to contribute to dual-control procedures.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Removed mutilated currency from circulation.
- Sold and cross-sold bank products to new and existing customers.
- Counted, verified and handled bank deposits and armored car transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Trained new hires on customer service policies and procedures.
- Referred customers to other banking departments for specialized services.
Sales Associate
Cash America Pawn
01.2001 - 12.2010
- Assisted customers in evaluating and purchasing items, ensuring a positive shopping experience.
- Processed transactions accurately using point-of-sale systems, maintaining financial integrity.
- Organized merchandise displays to enhance product visibility and drive sales.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Conducted inventory checks regularly to ensure stock availability and accuracy.
- Maintained cleanliness and organization of the sales floor to create an inviting environment for customers.
- Built relationships with customers to encourage repeat business.
- Prepared merchandise for sales floor by pricing or tagging.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
- Assisted in inventory management tasks, such as stock replenishment and cycle counts, to ensure product availability.
- Managed efficient cash register operations.
- Answered customer questions about sizing, accessories, and merchandise care.
Education
Bachelor of Arts -
University of The Incarnate Word
San Antonio, TXAssociate of Arts - Business Administration
San Antonio College
San Antonio, TX05.2022
Skills
- Home safety evaluation
- Compassionate caregiving
- Care plan development
- Vital signs monitoring
- Documentation
- Medical charting
- Nutritional meal preparation
- Multitasking Abilities
- HIPAA compliance
- Time management
- Clinical documentation and reporting
- Fall prevention strategies
- Professionalism and courtesy
- Money handling
- Customer relationship development
- Data entry efficiency
- Sales and Cross-selling
- Fraud detection
- Data inputting
- Phone etiquette
- Trustworthiness and integrity
- Strong work ethic
- Relationship building and management
- Rapid 10-key data entry
- MS office proficient
Languages
Spanish
Professional Working
English
Full Professional
Timeline
Home Healthcare Specialist
Lifespan Home Care
02.2016 - Current
Bank Teller
Capital One
01.2011 - 11.2013
Bank Teller
Guaranty Trust Bank
01.2010 - 10.2011
Sales Associate
Cash America Pawn
01.2001 - 12.2010
Bachelor of Arts -
University of The Incarnate Word
Associate of Arts - Business Administration
San Antonio College