JULIA VICENTE
Lowell,MA
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
5
5
years of professional experience
Work History
Call Center Representative
Naveo Credit Union
Cambridge, Massachusetts
10.2024 - Current
- Strengthened customer retention by offering discount options.
- Processed orders, forms, applications, and requests accurately and efficiently.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Assisted customers with basic technical issues related to digital banking platforms.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Directed specific questions to appropriate branch personnel.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Maintained confidentiality of bank records, transactions and customer information.
- Researched customer inquires regarding their accounts using internal banking systems.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Member Service Representative
Naveo Credit Union
Cambrid, MA
09.2023 - Current
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed
- Processed customer transactions promptly, minimizing wait times
- Educated customers on use of banking website and mobile apps
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities
- Assisted customers with banking needs and inquiries
- Executed wire transfers, stop payments and account transfers
- Handled various accounting transactions
- Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic
Office Manager
Master Plastering & Services Inc
Woburn, MA
08.2021 - 09.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
- Gathered cost and material data for accurate and up-to-date information on material and labor costs
- Calculated labor hours accurately based on trade-specific productivity rates, leading to more realistic project timelines and work plans
- Prepared material orders to complete projects on time and within budget
- Negotiated prices and terms with suppliers and vendors to secure best prices for materials and services
- Analyzed and calculated field measurements, survey plans, and plot plans to create proposals and process work orders
Restaurant Team Member
Suppa's Pizza
Billerica, MA
04.2020 - 07.2021
- Displayed excellent teamwork skills while working alongside fellow team members in a fast-paced environment
- Performed opening and closing duties as needed, ensuring the restaurant was prepared for efficient operation each day
- Enhanced customer satisfaction by providing efficient and friendly service during busy meal times
- Arrived to work in uniform and presentable in appearance to meet restaurant standards
- Handled cash transactions accurately and efficiently, ensuring proper cash handling procedures were followed
- Prepared food orders, cooking on grill and operating fry station
- Operated register to process payments and collect cash payment for order totals
- Addressed customer concerns promptly and professionally, leading to higher levels of customer satisfaction
Education
High School -
Lowell High School
Lowell, MASkills
- Product Sales
- Issue Resolution
- Member retention
- Membership renewals
- Database Maintenance
- Financial Analysis
- Cash Handling
Languages
Portuguese, Native/Bilingual
Timeline
Call Center Representative
Naveo Credit Union
10.2024 - Current
Member Service Representative
Naveo Credit Union
09.2023 - Current
Office Manager
Master Plastering & Services Inc
08.2021 - 09.2023
Restaurant Team Member
Suppa's Pizza
04.2020 - 07.2021
High School -
Lowell High School