Dulce Casillas
Summary
Hardworking and passionate job seeker with strong organizational skills and analytical skills eager to secure Anti Money Laundering Investigations position. Ready to help team achieve company goals.
Overview
4
4
years of professional experience
Work History
CLIENT BANKING SERVICES PROFESSIONAL
CHARLES SCHWAB
01.2021 - Current
- Assist clients with banking and brokerage needs, ensuring adherence to bank policies and procedures
- Establishes rapport over the phone to provide world-class service to clients
- Resolves client issues by leveraging technology and business experts within Schwab
- Critical thinking to problem solving and effectively meet client's needs
- Appropriately identifies and escalates high levels of monetary risk.
CUSTOMER SERVICE ACCOUNT COORDINATOR
TRUE MANUFACTURING
01.2020 - 01.2021
- Verified cabinet warranty and quotes warranty across all True manufacturing companies to customers
- Entered warranty labor claims and warranty parts orders in the warranty claim tracking software.
- Ensured timely response to client inquiries by maintaining open lines of communication through email correspondence or phone calls.
- Streamlined communication between clients and internal teams for seamless project execution.
Education
B.S - International Business
LINDENWOOD UNIVERSITY
Saint Charles, MO12.2020
Skills
- Strong interpersonal, verbal, and written communication skills
- Ability to prioritize and perform multiple tasks in a fast-paced environment
- Ability to work independently and collaboratively in a team environment
- Ability to think critically and use sound judgement in decision making
- Ability to work well under pressure
- Analytical skills for identifying and mitigating risks
- Proficient in Microsoft office (Word, Excel, PowerPoint, and Outlook)
Languages
Spanish
Full Professional
Timeline
CLIENT BANKING SERVICES PROFESSIONAL
CHARLES SCHWAB
01.2021 - Current
CUSTOMER SERVICE ACCOUNT COORDINATOR
TRUE MANUFACTURING
01.2020 - 01.2021
B.S - International Business
LINDENWOOD UNIVERSITY