Jitzelt Matos
Dallas
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Financial Associate
American National Bank of Texas
Rowlett
02.2021 - Current
- Opening deposit account such as: personal, business, trust or IRA accounts.
- Performing account maintenance-removing/ adding signers or name changes, etc,
- Meeting customer’s needs in person but also through the phone.
- Referring customers to the right product that will meet their need.
- Verifying customer information and ensuring the bank’s guidelines.
Customer Representative
SYKES
09.2020 - 02.2021
- Receive and respond to inbound customers calls, verifying required information.
- Engage with customers who contact for a variety of topics: Tracking orders, refund, billing.
- Operate with understanding, active listening, patience and empathy
- Provide information to customer and place appropriate notes in system indicating what procedures were done to help meet customers' needs.
Assistant Manager
Van Heusen
Grapevine
03.2019 - 06.2020
- Audit cash resister and safe funds daily, having little to no error in safe and cash balance.
- Monitoring team performance and ensuring payroll accuracy.
- Perform special assignments directed by store management.
- Monitoring financial reports to monitor stores progress.
- Coached team on effective upselling and cross-selling methods
Education
High school Diploma -
Warren township high school
Gurnee, ILSkills
- Cash handling
- Multi-tasking strength
- Empathy
- Communication skills
- Effective listening
- Customer experience
- Adaptability
- Financial services
Timeline
Financial Associate
American National Bank of Texas
02.2021 - Current
Customer Representative
SYKES
09.2020 - 02.2021
Assistant Manager
Van Heusen
03.2019 - 06.2020
High school Diploma -
Warren township high school