Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Administrative Specialist
Orthopedics and Sport Medicine Institute
Fort Worth
05.2024 - Current
Performed data entry tasks in an accurate and timely manner.
Responded promptly to customer inquiries regarding product features or services offered.
Maintained inventory of office supplies and placed orders when necessary.
Responded to customer issues to provide immediate resolution and improve retention.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
Personal Banker
Frost Bank
Fort Worth
05.2023 - 04.2024
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Specialist/Limelight CD Customer Service Specialist
Capital Community Bank
Albuquerque
06.2021 - 01.2023
Created daily ACH files to receive funding for new CD accounts, as well as reconciled new and closing CD accounts.
Reconciled the 'in house' bank accounts and resolve all discrepancies in accordance with the established procedures
Developed strong client relationships through consistent communication and attentive service.
Provided primary customer support to internal and external customers.
Worked with time sensitive requests and provided updates to other departments and/or leadership
Personal Banker
Home Loan State Bank
Grand Junction
07.2020 - 06.2021
Increased customer satisfaction by diligently addressing inquiries, concerns, and providing personalized banking solutions.
Boosted branch sales with proactive product recommendations based on customer needs.
Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
Retail Manager
Francesca's
Grand Junction
05.2019 - 07.2020
Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
Improved customer satisfaction through proactive engagement, attentive service, and efficient problem resolution.
Recruited top talent for retail positions by conducting thorough interviews and selecting qualified candidates that aligned with company values.
Developed staff training programs that resulted in improved product knowledge and enhanced selling skills.
Increased sales by implementing effective merchandising strategies and optimized store layouts.
Education
Palisade High School
05.2017
Skills
Financial Statements Preparation
MS Excel
Transaction Processing
Customer Service
Fraud Prevention
Attention to Detail
Relationship Building
Account Management
Customer Satisfaction
Time Management
Product Knowledge
Data entry
Timeline
Administrative Specialist
Orthopedics and Sport Medicine Institute
05.2024 - Current
Personal Banker
Frost Bank
05.2023 - 04.2024
Specialist/Limelight CD Customer Service Specialist
Capital Community Bank
06.2021 - 01.2023
Personal Banker
Home Loan State Bank
07.2020 - 06.2021
Retail Manager
Francesca's
05.2019 - 07.2020
Palisade High School
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