Griselda Casas
Allentown,PA
Summary
Banking professional with extensive experience in customer relations, account management, and financial service provision within credit union environments. Demonstrates expertise in analyzing client needs, offering tailored banking solutions, and enhancing customer satisfaction. Proven ability in handling high-volume transactions, loan processing, and risk management. Adept at fostering positive client relationships and excelling in fast-paced settings.
Overview
11
11
years of professional experience
Work History
Universal Banker
People First Federal Credit Union
03.2022 - Current
- Enhanced members' financial portfolio performance
- Ensure compliance with current legislation
- Provided comprehensive service recommendations to customers
- Foster strong relationships with customers by tailoring banking solutions to their needs
- Oversee decision-making process for 40+ new loan applications
Dispatcher
State Lines Transportation
01.2020 - 03.2022
- Supervised inbound and outbound call operations
- Achieved faster delivery schedules through better routing
- Coordinated essential revisions
- Verified driver adherence to DOT standards
- Conducted accurate and timely billing for department operations
- Ensured accuracy in data entry processes
- Compiled comprehensive reports on a daily basis including vital statistics.
- Coordinated with other dispatchers to ensure efficient delivery schedules were met.
Team Member
State Farm Rafael De La Hoz
01.2019 - 12.2019
- Communicated essential details about products through calls and emails
- Mastered company products and services for rapid response to inquiries
- Facilitated client service by managing essential details in system
- Experienced in utilizing Microsoft Word effectively
- Reached and managed complex accounts to deliver comprehensive services
Assistant Manager
La Cabanita Restaurant
07.2017 - 01.2019
- Resolved issues with effective action plans, improving overall operations
- Collaborated with restaurant manager to oversee daily operations
- Provided cross-training for team in compliance with regulations
- Upheld sanitary conditions throughout all operational sections
- Address and manage staff behavior issues when necessary
- Ensured timely and accurate disbursements
- Possesses comprehensive understanding of culinary offerings and customer engagement
Shipping & Receiving Clerk
FMI
12.2013 - 03.2016
- Conducted routine inventory picking operations
- Ensured accurate documentation of any damaged items
- Supervised pallet movements to ensure accuracy
- Conducted monthly inventory management
- Maintained accurate records of all goods received and distributed in the warehouse.
- Received incoming shipments, verifying quantity and quality of items against purchase orders.
Education
High School -
Louis E Dieruff High School
Accounting -
Lehigh Career and Technical Institute
Accounting -
Northampton Community College
Skills
- Customer Relationship Management
- Financial Advising
- Regulatory Compliance
- Problem Resolution
- Team Leadership
- Detail Orientated
Timeline
Universal Banker
People First Federal Credit Union
03.2022 - Current
Dispatcher
State Lines Transportation
01.2020 - 03.2022
Team Member
State Farm Rafael De La Hoz
01.2019 - 12.2019
Assistant Manager
La Cabanita Restaurant
07.2017 - 01.2019
Shipping & Receiving Clerk
FMI
12.2013 - 03.2016
High School -
Louis E Dieruff High School
Accounting -
Lehigh Career and Technical Institute
Accounting -
Northampton Community College
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