Juliana Baumgartner
Santa Fe,NM - New Mexico
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
14
14
years of professional experience
Work History
Practice Manager
Capital Hearing Care
Santa Fe, New Mexico
03.2024 - Current
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.
- Provided tailored financial analysis and offered advice to improve business processes and manage costs.
- Compiled data, reports and year-end audit information.
Branch Manager
WaFd Bank
Santa Fe, NM
02.2020 - 07.2023
- NMLSR# 1832001
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Planned work schedules to maintain adequate staffing levels.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Established and built customer relationships through targeted outreach and initiatives.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Grew business banking relationships through proactive outreach.
Personal Banker
WaFd Bank
Santa Fe, NM
01.2019 - 02.2020
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Improved decision-making by using current data on market conditions and individual financial situations.
- Met with clients to facilitate budget management and financial guidance.
- Created strategic financial solutions to suit individualized client needs.
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Expanded client base through consistent product promotion and sales strategy.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Established connections with new clients through proactive follow-up strategies.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
Teller
Washington Federal
Española, NM
01.2018 - 01.2019
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Entered member transaction data into the online banking software. Balanced daily cash deposits and bank vault inventory,
- Created and implemented new organization and filing system for card order forms.
- Adhered to financial services security and audit procedures.
- Opened new customer accounts, including checking, savings and lines of credit.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Generated reports and notification letters to distribute to account holders.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Recommended additional products, services and benefits for customers.
- Examined checks for identification and endorsement.
- Supplied tellers with coin and currency as needed.
- Trained employees on cash drawer operation.
Cosmetologist
Self
Espanola, NM
09.2015 - 07.2018
- Schedule client appointments
- Update and maintain customer information records, such as beauty services provided.
- Operate cash registers to receive payments from patrons.
- Demonstrate and sell hair care products and cosmetics.
- Develop new styles and techniques.
- Train or supervise other hairstylists
- Keep work stations clean and sanitize tools such as scissors and combs.
Service Specialist
Santa Claran Development Corporation
Espanola , NM
10.2012 - 10.2013
- Monitor payment of hand-delivered jackpots to ensure promptness.
- Respond to and resolve patrons complaints.
- Patrol assigned areas to ensure that players are following rules and that machines are functioning correctly.
- Reset slot machines after payoffs.
- Perform minor repairs or make adjustments to slot machines, resolving problems such as machine tilts.
- Record the specifics of malfunctioning machines and document malfunctions needing repair.
- Exchange currency for customers, converting currency into requested combinations of bills and coins.
- Answer patrons questions about gaming machine functions and payouts.
Manager
Trade Secret
Santa Fe , NM
04.2011 - 07.2012
- Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Greeted and encouraged feedback from customers to implement in-store operational changes.
- Established and created training programs to enhance employee knowledge of best practices, resulting in improved customer satisfaction.
- Trained employees on additional job positions to maintain coverage of roles at all times.
- Conducted inventory counts by assessing current state of inventory integrity against target accuracy levels and tracking variances.
- Recruited and hired qualified candidates to fill open positions.
- Strengthened operational efficiencies and traceability, developing organizational filing systems for confidential client records and reports.
- Spearheaded training initiatives to improve employee performance and bottom-line business results.
Education
Associate - Cosmetology
Northern New Mexico Collage
Espanola2009
Skills
- Account Analysis Expertise
- Coaching and Mentoring
- Proficient in Microsoft Excel
- Business Development
- Risk Mitigation
- QuickBooks Experience
- Relationship Building
- Client Acquisition
- Regulatory Compliance
- Information Management
- Product Training
- Revenue Enhancement
- Proficient in MS Office
- Conflict Resolution
- Multi-Tasking Ability
- Excellent Communication Skills
- Federal Regulations
- Public Speaking
- Operational Reports
Timeline
Practice Manager
Capital Hearing Care
03.2024 - Current
Branch Manager
WaFd Bank
02.2020 - 07.2023
Personal Banker
WaFd Bank
01.2019 - 02.2020
Teller
Washington Federal
01.2018 - 01.2019
Cosmetologist
Self
09.2015 - 07.2018
Service Specialist
Santa Claran Development Corporation
10.2012 - 10.2013
Manager
Trade Secret
04.2011 - 07.2012
Associate - Cosmetology
Northern New Mexico Collage
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