Emeriah Olmos
Surprise,AZ
Summary
Accomplished Personal Financial Consultant at Copper State Credit Union, adept in delivering exceptional service and financial guidance. Excelled in efficient appointment scheduling and problem-solving, enhancing client satisfaction and operational efficiency. Proven track record in improving client retention through meticulous data management and empathetic customer interactions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Financial Consultant
Copper State Credit Union
Surprise, AZ, USA
02.2024 - Current
- Deliver personalized financial consulting services to members, providing guidance on products, services, and financial solutions to help them reach their goals
- Conduct teller transactions including deposits, withdrawals, transfers, and payments with accuracy and efficiency
- Offer exceptional customer service by addressing member inquiries, resolving issues, and recommending suitable financial products such as loans, credit cards, and accounts
- Ensure compliance with credit union policies, maintaining confidentiality and security in all transactions
- Support branch operations by balancing cash drawers, handling daily reconciliations, and participating in audits
Front Office Administrator
Adeva 4 Wellness
Laveen, AZ, USA
10.2022 - 09.2024
- Managed and maintained accurate, organized client files, ensuring data confidentiality and ease of access for team members
- Developed and customized client intake and assessment forms to improve client onboarding and streamline information gathering
- Assisted instructor in coordinating and setting up classes, helping with materials and supporting attendees as needed
- Oversaw all office operations and coordinating administrative tasks to support a smooth, welcoming environment
Front Desk Associate
Surprise Academy of Music
Surprise, AZ, USA
06.2022 - 01.2024
- Handled high-pressure situations calmly, maintaining professionalism at all times
- Organized front desk area to maintain a professional and welcoming appearance for guests
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention
Education
High School -
Salinas High School
Salinas06.2020
Skills
- Efficient Appointment Scheduling
- File and Data Management
- Multi-Tasking and Time Management
- Effective Communication
- Attention to Detail
- Problem-Solving Skills
- Service Excellence
Certification
Certified Vitalist through The Vitalist's Academy of Biomagnetic Adjustment
Timeline
Personal Financial Consultant
Copper State Credit Union
02.2024 - Current
Front Office Administrator
Adeva 4 Wellness
10.2022 - 09.2024
Front Desk Associate
Surprise Academy of Music
06.2022 - 01.2024
High School -
Salinas High School