Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Isabella Portillo

Isabella Portillo

San Antonio,TX

Summary

Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management. Operates well within team-oriented environments. Excellent oral and written communication, listening and time management skills with strong attention to detail and superior work ethic. Courteous and respectful with guests to maximize loyalty. Exhibits excellent multitasking, organizational, and time management abilities combined with expertise in promoting items and completing customer sales. Adept at suggesting purchases to drive revenue and promoting positive experiences to strengthen customer loyalty. Adapts easily to new processes and procedures.

Overview

4
4
years of professional experience

Work History

Administrative Assistant

Frost Bank
San Antonio, TX
11.2022 - Current
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
  • Created travel arrangements for senior managers according to their requirements.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
  • Processed invoices for payment using accounting software applications.
  • Entered data into spreadsheets using Microsoft Excel or other similar programs.
  • Prepared expense reports on behalf of executives in accordance with company policies and procedures.
  • Conducted research online utilizing search engines such as Google or Yahoo!.
  • Handled confidential documents in an organized fashion according to established protocol.
  • Developed project plans for various tasks assigned by upper management.

Teller

Frost Bank
San Antonio, TX
07.2021 - 11.2022
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Adhered to financial services security and audit procedures.
  • Trained employees on cash drawer operation.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Directed specific questions to appropriate branch personnel.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Entered member transaction data into online banking software.
  • Assessed daily reports and generated notification letters to delinquent account holders.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Kept teller window areas clean, organized and fully stocked.
  • Entered transactions into computer and issued customer receipts.

Cashier

H-E-B Texas Grocery
San Antonio, TX
07.2020 - 07.2021
  • Operated cash register, collected payments and provided accurate change.
  • Assisted with purchases, locating items and signing up for rewards programs.
  • Helped customers find specific products, answered questions and offered product advice.
  • Learned roles of other departments to provide coverage and keep store operational.
  • Completed daily recovery tasks to keep areas clean and neat for maximum efficiency.
  • Monitored sales events, added new merchandise and rang up purchases.
  • Trained new team members in cash register operation, stock procedures and customer service.
  • Wiped down counters and conveyor belt to remove debris and maintain cleanliness.
  • Wrapped items and bagged purchases properly to prevent merchandise breakage.
  • Resolved issues with cash registers, card scanners and printers.
  • Inspected items for damage and obtained replacements for customers.
  • Welcomed customers, offering assistance to help find necessary store items.
  • Processed all sales transactions accurately and promptly to prevent long customer wait times.
  • Properly verified customer identification for alcohol or tobacco purchases.

Education

BBA - Finance

Texas A&M University, San Antonio, TX, US
San Antonio, TX
05-2024

High School Diploma -

John F Kennedy High School
San Antonio, TX
06.2020

Skills

  • Product recommendations
  • Payment processing
  • ID verification
  • Loss prevention
  • Cash drawer balancing
  • Issue resolution
  • Staff mentoring
  • Merchandise restocking
  • Coin counting
  • Credit and cash transactions
  • Customer greeting
  • Customer assistance
  • Presentation Design
  • Research
  • Clerical Support
  • Spreadsheet Management
  • Scheduling
  • Database Management
  • Invoice Processing
  • Calendar Management
  • Quality Assurance
  • Bookkeeping
  • Expense Reporting
  • Digital Archiving
  • Office Administration
  • Check processing
  • Meeting planning
  • Travel Coordination
  • Appointment Scheduling
  • Multi-Task Management
  • Proposal Writing

Accomplishments

  • Received a raise, in less than 6 months
  • Exceeded sales goals
  • Consistently maintained high customer satisfaction ratings.

Timeline

Administrative Assistant

Frost Bank
11.2022 - Current

Teller

Frost Bank
07.2021 - 11.2022

Cashier

H-E-B Texas Grocery
07.2020 - 07.2021

BBA - Finance

Texas A&M University, San Antonio, TX, US

High School Diploma -

John F Kennedy High School
Isabella Portillo