ANA MONTOYA
Houston,Texas
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Excited about the opportunity to take the next career step as a patient access representative where new challenges and opportunities are offered.
Overview
25
25
years of professional experience
Work History
Personal Banker
Wellby Financial Credit Union
Houston, TX
11.2022 - 07.2024
- Advised customers on various financial products available from the bank.
- Participated in training sessions regarding new banking products or services.
- Conducted account openings and closings for clients.
- Processed loan applications according to established guidelines.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Prepared bank deposits, general ledger postings and statements.
- Obtained credit records from various reporting agencies to open new accounts.
Certified Phlebotomy Technician
MD Anderson
Hou, TX
10.2010 - 05.2016
- Utilized electronic medical records systems to document patient information.
- Labeled specimens accurately with patient information and collected data.
- Assisted in training new phlebotomy technicians on proper techniques.
- Prepared specimens for transport to other laboratories or facilities as needed.
- Adhered to infection control procedures during each draw in order to ensure safety of both staff and patients.
- Collected specimens for testing according to established protocols.
- Complied with HIPAA regulations when handling confidential patient information.
Customer Service Manager
Sellers Bros Food Market
Houston, TX
12.2008 - 09.2010
- Reviewed customer feedback and complaints to identify areas of improvement in customer service processes.
- Created reports on customer feedback, complaints, and suggestions for management review.
- Monitored staff performance to ensure adherence to customer service standards.
- Maintained up-to-date knowledge of company products, services, pricing structures, promotions.
- Conducted regular training sessions for staff on new products, services, and customer service techniques.
- assisted with semi annual audits and perform daily deposit to the bank.
Customer Service Assistant
Sellers Bros Food Market
Houston, TX
02.2005 - 09.2008
- Attended regular training sessions to stay current on company policies and procedures related to customer service operations.
- Utilized problem solving skills to resolve customer issues quickly and efficiently.
- Prepared reports on sales figures and customer feedback for management review.
- Resolved customer complaints promptly and professionally.
- Managed stock levels by ordering necessary supplies when needed.
- assisted in monthly inventory and manage installation of new equipment on the premises.
- Processed payments accurately and efficiently using cash registers and other point of sale systems.
Front End Customer Service Associate
Sellers Bros Food Market
Houston, TX
06.1999 - 02.2005
- Performed cashier duties when necessary, including handling money accurately and efficiently.
- Greeted customers warmly upon entering the store or on the phone call.
- company's top representative
- contributed ideas for improving work processes.
- protected company's and customer's data by following information policies.
Education
Champion School of Real Estate
Houston, TX02-2021
Phlebotomy Technician
Houston, TX03-2011
Associate of Arts - Business Administration
Houston Community College
Houston, TX05-2005
Skills
- Transaction Processing
- Account Maintenance
- strong work ethic
- Sales strategy
- Fluent in Spanish and English
- over 12 yrs experience in customer service
Timeline
Personal Banker
Wellby Financial Credit Union
11.2022 - 07.2024
Certified Phlebotomy Technician
MD Anderson
10.2010 - 05.2016
Customer Service Manager
Sellers Bros Food Market
12.2008 - 09.2010
Customer Service Assistant
Sellers Bros Food Market
02.2005 - 09.2008
Front End Customer Service Associate
Sellers Bros Food Market
06.1999 - 02.2005
Champion School of Real Estate
Phlebotomy Technician
Associate of Arts - Business Administration
Houston Community College
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