Multi-talented customer service professional looking to take on increasing responsibility. Adept at operating in fast-paced environments and maintaining calm in challenging situations. 14 Years of experience in the banking industry and ready to move into a new role.
Overview
16
16
years of professional experience
Work History
Clinic Scheduler
North Olympic Healthcare Network
06.2024 - Current
Ensure confidentiality of sensitive patient information by adhering to HIPAA regulations while managing personal data.
Advise office manager of problems and concerns and assist with problem-solving.
Resolve conflicts related to schedule changes or cancellations calmly and professionally, prioritizing patient satisfaction in each instance.
Create and build provider schedules within EPIC.
Process approved PTO requests from providers, block schedules as necessary, and reschedule patients if needed.
Enter provider hours into Paycom along with PTO, Per Diem hours worked, and special pay for specialty clinic hours.
Contribute to a positive workplace culture through effective teamwork and clear communication with colleagues at all levels within the organization.
Performed various administrative tasks by filing, copying and faxing documents.
Patient Services Representative
North Olympic Healthcare Network
05.2023 - 06.2024
Improved patient satisfaction by efficiently managing appointment scheduling and coordinating follow-up care.
Enhanced communication between patients and healthcare providers, ensuring timely delivery of test results and medical advice.
Streamlined the check-in process to reduce wait times for patients while maintaining accuracy in recordkeeping.
Maintained patient confidentiality by adhering to HIPAA regulations and diligently updating records as needed.
Managed high call volume, prioritizing urgent issues and directing calls appropriately for optimal resolution.
Personal Banker 1
1st Security Bank Of Washington
09.2019 - 05.2023
Identified potential customer needs through observation, questioning and listening.
Answered inquiries regarding checking and savings accounts and other related products.
Received car loan, home loan and other payments and posted to accounts.
Established rapport with new clients to increase satisfaction and loyalty.
Logged cashier's checks and other transactions to maintain accurate account records.
Audited fellow teller currency to contribute to dual-control procedures.
Helped Assistant Manager with monthly certifications.
Completed monthly compliance training in a timely manner.
Service Manager
Wells Fargo Bank
10.2016 - 09.2019
Modeled expected customer service standards to promote customer satisfaction, loyalty and retention
Collaborated with customers to discuss service needs and offer available solutions
Hired, trained, developed and monitored performance of Teller staff
Completed quarterly and monthly compliance training to help mitigate risk and avoid operational and over the counter losses
Prepared branch and employees for annual internal audit by reviewing documents daily, quizzing employees weekly and holding monthly meetings to check knowledge.
Lead Teller
Wells Fargo Bank
08.2008 - 04.2014
Performed basic administrative tasks such as handling phone calls, inquiries, and emails, regarding banking products
Balanced bank's vault daily
Trained new tellers in banking policy, procedure and cash handling
Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks
Maintained confidentiality of bank records and client information
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Established rapport with new clients to increase satisfaction and loyalty.
Education
Associate of Applied Science - Business Administration Accounting
Peninsula College
Port Angeles, WA
06.2026
High School Diploma -
Port Angeles High School
Port Angeles, WA
06.1997
Skills
Honest and Trustworthy
Attention to Detail
Records Retention
Customer Care
Data Entry
Time Management
Quality Control
Customer Referrals
Banking Standards Compliance
Fraud Prevention
Timeline
Clinic Scheduler
North Olympic Healthcare Network
06.2024 - Current
Patient Services Representative
North Olympic Healthcare Network
05.2023 - 06.2024
Personal Banker 1
1st Security Bank Of Washington
09.2019 - 05.2023
Service Manager
Wells Fargo Bank
10.2016 - 09.2019
Lead Teller
Wells Fargo Bank
08.2008 - 04.2014
Associate of Applied Science - Business Administration Accounting