Evelyn Cruz
Lakeland,FL
Summary
Reliable Financial Services Associate versed in reviewing and interpreting financial policies and regulations. In-depth knowledge of financial systems controls and accounting procedures. Proficient in data entry and word processing.
Overview
15
15
years of professional experience
Work History
Financial Services Associate
Amscot Financial
Lakeland, FL
11.2019 - Current
- Meeting customer expectations by building Rappaport identifying needs.
- Handle phone inquiries, resolves issues and outbound call appointment reminders.
- Accurately process customer transactions including bill payments debit/credit card loading.
- Updating customer's electronic record in timely manner.
- Process and assist customer initial requirements cash loan application.
- Balance and audit cash drawer daily.
- Ability to cash all amount of checks.
- Identify counterfeit checks.
- Collaborated with Clearing Office to approve checks for cashing.
- Complying responsibilities under money laundering, includes identifying customers properly and initiating CTR's and SARs as needed.
- Adhere to company-wide policies and procedures and all state laws regulations.
Customer Service Associate
The Home Depot Inc
Lakeland, FL
04.2015 - 04.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Informed customers about special promotions and provided detailed information for various products.
- Resolved concerns with products or services to help with retention and drive sales.
- Improved operational efficiencies while managing customers requests, store inventory, transactions, new purchase orders and pricing needs.
- Consulted with outside parties to resolve discrepancies and create expert solutions.
- Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
- Handle cash and operate register.
Customer Service Representative
SYKES
Lakeland, FL
05.2008 - 04.2015
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered constant flow of 100 customer calls with minimal wait times.
- Responded to customer requests for products, services and company information.
- Provided primary customer support to internal and external customers.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Recommended products to customers, thoroughly explaining details.
Education
Some College (No Degree) - Computer Technical Support
Ridge Technical Institute
Winter Haven, FLSome College (No Degree) - Finance
Polk State College
Winter Haven, FLSkills
- Cash flow management
- Payment collection
- Customer Service
- Team Work
- Willingness to learn
- Computational skills
- Sales skills
- Financial services
- Banking services knowledge
- Problem Solving
- Relationship Building
- Coin and Currency Counting
- Detail-Oriented
Languages
Spanish
Professional Working
Timeline
Financial Services Associate
Amscot Financial
11.2019 - Current
Customer Service Associate
The Home Depot Inc
04.2015 - 04.2021
Customer Service Representative
SYKES
05.2008 - 04.2015
Some College (No Degree) - Computer Technical Support
Ridge Technical Institute
Some College (No Degree) - Finance
Polk State College
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