Summary
Overview
Work History
Education
Skills
Languages
Work Availability
Timeline
Receptionist
Joanna Saavedra

Joanna Saavedra

Dallas,TX

Summary

Accomplished Universal Banker and Customer Service Representative with a proven track record at Truist and PLS Financial Services. Expert in financial product knowledge and check processing, coupled with exceptional bilingual communication skills. Achieved significant customer satisfaction through effective problem-solving and relationship-building. Demonstrates strong math aptitude and a friendly demeanor, enhancing client trust and service excellence. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.

Overview

6
6
years of professional experience

Work History

Universal Banker

Truist
03.2021 - Current
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.

Customer Service Representative

PLS Financial Services
10.2018 - 11.2020
  • Delivered high level of service and support to each customer by cashing checks and helping customers with other services.
  • Answered customer questions and addressed concerns, to reduce complaint calls.
  • Worked with managers to develop service improvement initiatives.
  • Set up and activated customer accounts.
  • Maintained optimal financial controls by securing funds and making accurate transaction

Education

BBA - Accounting

University of North Texas At Dallas
Dallas, TX
06.2021

Associate of Science - Business Administration

Mountain View College
Dallas, TX
05.2019

Skills

  • Check processing
  • Financial product knowledge
  • Payment Processing
  • Branch operations
  • Deposit processing
  • Operations tracking

  • Cash Handling
  • Fraud Detection
  • Fluent in English and Spanish
  • Math aptitude
  • Friendly
  • Wealth Management

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Universal Banker

Truist
03.2021 - Current

Customer Service Representative

PLS Financial Services
10.2018 - 11.2020

BBA - Accounting

University of North Texas At Dallas

Associate of Science - Business Administration

Mountain View College
Joanna Saavedra