Helen Alexandra Rivas Ordonez

This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities.

A Relationship Banker (responsibilities):

• Executes bank's risk culture and strives for operational excellence
• Builds relationships with individual clients to meet their financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending and investments
• Manages financial center traffic, appointments and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
• Service ATM Deposit Pull and Cash Replenishment.

A Shift Supervisor is a key leader supporting the Store Management team in driving store execution and performance while building consumer loyalty

through a focus on excellent customer service. When there is no manager or Operations Supervisor onsite, the Shift Supervisor leads the store staff, ensures that store operations run smoothly, and is responsible for ensuring the completion of all opening and closing procedures.

Essential Function: 1. Management Work effectively with store management and store crews • Supervise the store’s crew through assigning, directing and following up of all activities • Effectively communicate information both to and from store management and crews 2. Customer Service • Assist customers with their questions, problems and complaints • Promote CVS customer service culture. (Greet, offer help, and thank) • Handle all customer relations issues in accordance with company policy and promote a positive shopping experience for all CVS customers • Maintain customer/patient confidentiality 3. Merchandise/Presentation • Price merchandise • Stock shelves • Execute the displays, sign and inventory of weekly, promotional, and seasonal merchandise • Execute the display and maintenance of off-shelf merchandise · Reset departments following POGs

• Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
• Maintained cleanliness and presentation of stock room and production floor.
• Stocked shelves with unpacked items, ensuring proper labeling in clear and visible areas.
• Handled and processed cash and credit card transactions.
• Prepare bank deposit slips and End of day report.

1)From 11/2017 to 05/2018 Data entry supervisor:
Train, motivate, monitor and evaluate performance of Data Entry staff on a continuous and ongoing basis.
Develop and maintain Data Entry department process, procedures and Allergy Department Guidelines.
Make effective and responsible decisions, keeping in mind the effect of the whole project.
Work assign to the team to ensure the project meets and exceeds performance standards and goals for Data Entry activities.
Ability to utilize Isalus and Health Fusion.
Create department training manual
Complete daily and weekly reports including productivity and monitor performance.
2) From 06/2017 to 11/ 2017 follow up representative:
As a Medical Billing Follow Up Representative I have the responsibility to be calling on in insurance companies (Gov't, Commercial, Worker's Comp) to collect on outstanding claims. Also researched why the claim has been denied or appealed and making the necessary corrections to receive payment or for resubmitting the claim. Working in a monthly Excel customer report.
3) From 09/2016 to 06/2017 Data Entry Representative:
Work frequently with a computer. Entering data into a health information system Isalus and Health Fusion, collecting data sent from our clients, maintaining electronic records and
logs, running reports, filing paperwork, and operating office equipment.

• Greet customers and ascertain what each customer needs.
• Recommend, select and help locate or obtain merchandise based on customer needs and desires.
• Working Areas: Apparel Men, Women and Kids department, Fitting Room, Markdown, and Cashier.

• Greet customers and ascertain what each customer needs.
• Recommend, select and help locate or obtain merchandise based on customer needs and desires.
• Working Areas: Apparel Men, Women and Kids department, Fitting Room, Stockroom, Markdown and Sales Online.

• Determine customers financial services needs and prepare proposals to sell services that address these needs.
• Contact prospective customers to present information and explain available services.
• Prepare forms or agreement to complete sales.
• Make presentations of financial services to groups to attract new clients.
• Reach my goals 100% every month.

• Determine customers financial services needs and prepare proposals to sell services that address these needs.
• Contact prospective customers to present information and explain available services.
• Prepare forms or agreement to complete sales.
• Make presentations of financial services to groups to attract new clients.
• Reach my goals 100% every month.

• Analyze credit data and financial statement to determine the degree of risk involved in extending credit or lending money.
• Generate Financial Ratios, using computer programs, to evaluate customer financial status.
• Complete loan applications, including credit analyses and summaries of loan request, -and submit to loan committees for approval.
• Evaluate customer records and recommend payment plans based on earnings, savings data, payment history and purchase activity.