Karen Pasos
Miami,FL
Summary
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo
Miami, FL
06.2024 - Current
- Provided comprehensive financial planning services to clients, including retirement planning, investment strategies, and risk management
- Managed a portfolio of XX high net worth clients, providing personalized financial advice and solutions
- Analyzed financial statements, credit reports, and other relevant documents to assess the creditworthiness of loan applicants
- Achieved sales targets by cross-selling banking products such as savings accounts, credit cards, and insurance policies
Assistant Manager
Massage Envy
Miami, FL
09.2023 - 06.2024
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Developed a system for tracking inventory and ordering supplies as needed.
- Managed customer service inquiries and complaints in a timely manner.
- Resolved conflicts between team members in an effective manner.
- Communicated regularly with customers to gain insights into their needs.
Customer Service Manager (CSM)
Massage Envy
Miami, FL
09.2022 - 08.2023
- Provided exceptional customer service to ensure customer satisfaction.
- Reviewed customer feedback and complaints to identify areas for improvement in customer service processes.
- Ensured prompt resolution of customers' inquiries via phone, email, or chat support channels.
- Coordinated between various departments to resolve complex problems that require multiple steps, or involve multiple teams.
Production Assistant
SBE Productions LLC
Los Angeles, CA
07.2023 - 07.2023
- Organized and coordinated key communications between cast and technical crew.
- Pitched in to help crews with building sets and identified problems that could have resulted in possible safety issues.
- Assisted with set-up and breakdown of production sets, ensuring efficiency and safety.
Junior Clinic Manager
Massage Envy
Miami, FL
11.2021 - 11.2022
- Assisted in scheduling patient appointments and managed the appointment calendar.
- Provided information to patients regarding clinic policies and procedures.
- Answered phone calls, emails, and other inquiries from patients.
- I greeted visitors at the reception desk and directed them to the appropriate personnel or departments.
Front Desk Associate
Massage Envy
Miami, FL
10.2020 - 11.2021
- Greeted customers warmly and made them feel welcome
- Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed
- Assisted with scheduling appointments for clients and visitors
- Maintained an organized reception area and ensured that all guests were attended to promptly
- Processed payments from customers using a variety of payment methods including credit cards, checks and money orders
Sales Associate
Musart
Miami, FL
05.2018 - 08.2020
- Greeted customers and provided exceptional customer service.
- Provided accurate information about products, prices, and services.
- Processed transactions using a point-of-sale system.
- Built relationships with customers to encourage repeat business.
- Organized stockroom shelves according to size, color, or style.
- Restocked shelves as needed to ensure sufficient inventory levels.
Education
Sociology -
Miami Dade College
Miami, FL11.2024
Skills
- Spanish
- Computer skills
- Writing skills
- Guest relations
- Microsoft office
- Hospitality
- Property management
- Microsoft excel
- Front Desk
- Sales
- Management
- Guest services
- Communication skills
- Cash register
- Leadership
- Organizational skills
- Stocking
- Assistant Manager Experience
- Bilingual
- Supervising experience
- Financial advisement
- Banking
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Personal Banker
Wells Fargo
06.2024 - Current
Assistant Manager
Massage Envy
09.2023 - 06.2024
Production Assistant
SBE Productions LLC
07.2023 - 07.2023
Customer Service Manager (CSM)
Massage Envy
09.2022 - 08.2023
Junior Clinic Manager
Massage Envy
11.2021 - 11.2022
Front Desk Associate
Massage Envy
10.2020 - 11.2021
Sales Associate
Musart
05.2018 - 08.2020
Sociology -
Miami Dade College
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