Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Joanna Gonzales

Peoria,AZ

Summary

Dynamic Client Relationship Consultant at U.S. Bank with a proven track record in financial analysis and exceptional customer service. Skilled in fostering client loyalty through personalized banking solutions and adept problem-solving. Recognized for enhancing digital banking adoption and maintaining operational excellence, ensuring a seamless client experience.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Relationship Consultant

U.S. Bank
Phoenix, AZ
09.2022 - Current
  • Cultivated and maintained strong client relationships by providing personalized banking solutions and exceptional service.
  • Performed thorough needs assessments and financial reviews to identify cross-sell opportunities.
  • Processed daily banking transactions with speed and accuracy, maintaining a high standard of operational excellence.
  • Resolved complex customer inquiries and concerns with professionalism and empathy, enhancing client retention and satisfaction.
  • Assisted clients with digital banking services, troubleshooting issues, and promoting adoption of online and mobile platforms.
  • Participated in community engagement initiatives and outreach programs to strengthen brand presence and trust.
  • Collaborated with clients to develop action plans to address specific challenges and objectives.

Scheduler and Receptionist

Milemarkers Therapy
Kingman, AZ
03.2022 - 09.2022
  • Answered and directed a high volume of incoming calls with professionalism and discretion, accurately routing inquiries to appropriate staff or locations while maintaining patient confidentiality.
  • Greeted patients with warmth and professionalism, ensuring a welcoming and calming front-desk environment.
  • Managed appointment scheduling, cancellations, and follow-ups for multiple therapists using EHR systems.
  • Verified insurance benefits and processed billing, copays, and authorizations in compliance with HIPAA regulations.
  • Maintained accurate and confidential patient records, ensuring timely updates, and organized documentation.

Receptionist

Optical Expressions
Phoenix, AZ
04.2021 - 03.2022
  • Provided excellent customer service at all times while interacting with both internal and external customers.
  • Maintained an organized filing system of confidential client information in accordance with company policy.
  • Verified visitors' identification cards before allowing access to the building.
  • Performed data entry tasks into various computer systems accurately and promptly.
  • Scheduled appointments for clients, customers, and other visitors.

Team Leader

Jack in the Box
Sun City, AZ
05.2016 - 10.2021
  • Processed payments accurately and efficiently using POS system.
  • Cleaned cooking equipment after use according to safety protocols.
  • Maintained clean and organized work area at all times.
  • Assisted in taking customer orders and providing recommendations.
  • Answered phone calls promptly and handled inquiries from customers courteously.
  • Conducted daily inventory checks to ensure adequate product was available.
  • Performed opening side work duties including setting up dining area for guests arrival.

Sales Floor Associate

Ross Dress for Less
Peoria, AZ
12.2019 - 03.2021
  • Provided exemplary customer service at all times by being attentive, courteous, and helpful in responding to customer inquiries or requests.
  • Resolved customer complaints promptly and professionally according to company policies.
  • Processed returns and exchanges quickly and efficiently while ensuring customer satisfaction.
  • Operated cash register to process customer purchases accurately and efficiently.

Recreational Leader

City of Peoria
Peoria, AZ
01.2019 - 10.2019
  • Trained volunteers on how best to assist during recreational activities.
  • Created an inclusive environment where everyone feels welcome and accepted regardless of differences.
  • Adapted programs based on participant ages, interests, abilities.
  • Maintained records of attendance at each event or activity.
  • Conducted pre-activity briefings to inform participants about upcoming events or activities.
  • Instructed youth on proper safety protocols when engaging in physical activities.
  • Provided assistance as needed during special events such as birthday parties, summer camps.

Education

Bachelor of Arts - Business Administration

Arizona State University
Online
05-2029

High School Diploma -

Raymond S. Kellis
Glendale, AZ
05-2019

Skills

  • Client relationship management
  • Financial analysis
  • Digital banking services
  • Market research
  • Customer service
  • Data entry
  • Microsoft Excel
  • Appointment scheduling
  • Problem solving
  • Empathy and patience
  • Active listening
  • Positive and professional
  • Adaptability and flexibility
  • Strong teamwork
  • Problem-solving

Certification

  • Notary

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Client Relationship Consultant

U.S. Bank
09.2022 - Current

Scheduler and Receptionist

Milemarkers Therapy
03.2022 - 09.2022

Receptionist

Optical Expressions
04.2021 - 03.2022

Sales Floor Associate

Ross Dress for Less
12.2019 - 03.2021

Recreational Leader

City of Peoria
01.2019 - 10.2019

Team Leader

Jack in the Box
05.2016 - 10.2021

Bachelor of Arts - Business Administration

Arizona State University

High School Diploma -

Raymond S. Kellis

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