Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Elliot Moloy

Anaheim,CA

Summary

Dedicated and results-driven professional with a proven track record in customer relations, offering a wealth of experience in the financial and healthcare industries. Adept at building and nurturing strong client relationships through personalized attention and a deep understanding of their unique needs.

Overview

9
9
years of professional experience
1
1
Certification

Work History

VIP Account Manager

EDI Health Group - DentalXChange
Irvine, CA
10.2019 - 01.2024
  • Spearheaded the support and retention of high-value clientele, ensuring exceptional service delivery and client satisfaction.
  • Managed oversight of 1000+ dental offices, providing expert assistance and targeted training to senior-level staff, optimizing operational efficiency.
  • Orchestrated monthly client meetings to delve into the nuances of their offices, fostering open discussions on current operations and future business plans.
  • Strategically identified potential growth areas and conducted comprehensive reviews of thriving offices during monthly meetings, contributing to informed decision-making and sustainable business expansion.

Relationship Banker

Opus Bank
Irvine, CA
12.2016 - 04.2019
  • Cultivated and maintained strong client relationships, demonstrating a keen understanding of their financial needs and delivering personalized banking solutions.
  • Proactively identified opportunities for cross-selling and upselling financial products and services, contributing to increased revenue and client portfolio growth.
  • Conducted thorough financial analyses for clients, assessing their financial goals and providing tailored advice to optimize their banking experience.
  • Collaborated with internal teams to address client inquiries, resolve issues, and ensure seamless account management, fostering a positive and trust-based banking relationship.

Teller

Wells Fargo
Orange, CA
12.2014 - 12.2016
  • Executed accurate and efficient cash transactions, including deposits, withdrawals, and check cashing, adhering to stringent banking policies and procedures.
  • Provided exceptional customer service by addressing client inquiries, resolving issues, and promoting relevant products and services to meet customer needs.
  • Maintained a high level of accuracy in handling cash and balanced daily transactions, ensuring compliance with regulatory requirements and minimizing errors.
  • Collaborated with team members to uphold branch goals, participated in training programs to enhance product knowledge, and consistently demonstrated a commitment to delivering an exceptional banking experience for customers.

Education

Associate in Arts (AA) -

Fullerton College
12.2023

High school -

Anaheim High School
06.2013

Skills

  • Microsoft Office (6 years)
  • Customer Service (8 years)
  • EDI
  • Banking
  • Account Management
  • Business Development
  • Account management
  • Sales
  • Customer service
  • Debits & credits
  • Computer skills
  • Microsoft Excel
  • Bilingual
  • Inside sales
  • Communication skills
  • Organizational skills

Certification

Driver's License

Languages

Spanish - Fluent

Timeline

VIP Account Manager

EDI Health Group - DentalXChange
10.2019 - 01.2024

Relationship Banker

Opus Bank
12.2016 - 04.2019

Teller

Wells Fargo
12.2014 - 12.2016

Associate in Arts (AA) -

Fullerton College

High school -

Anaheim High School

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Elliot Moloy