Karina Guzman
San Jose,CA
Overview
25
25
years of professional experience
Work History
UI SERVICES REPRESENTATIVE
CA EMPLOYMENT DEVELOPMENT DEPARTMENT
San Jose, CA
01.2021 - Current
Member Experience Specialist
AAA NCNU
Salinas, CA
01.2016 - 01.2021
- As a member experience Associate I was responsible for conducting general cashiering transactions for insurance payments and membership sales and insurance referrals
- I am a certified DMV Tech and spent most of the time assisting clients with a variety of DMV transactions offered by the company like Vehicle/Boat/Motorcycle registration renewals, personalized plates, and title transfers and Out of state transfers including VIN verifications etc
- I was also trained as a travel agent and assisted members with their travel plans and packages
- Customer service and making sure my work was completed in a professional and accurate manner was my goal and I made sure to always make that my priority
Personal Banker
BANK OF AMERICA & UNION BANK OF CALIFORNIA
Salinas, CA
01.2000 - 01.2012
- Provided excellent customer service, opened new accounts and services for clients to identify their banking needs
- Complied with all banking policies and procedures
- Sustained clientele support through referrals
- Built strong business partnerships to maximize client retention
- Conducted branch huddle to motivate banking center employees
- Analyzed problems in customer service and developed solutions
- Rapidly learned and mastered varied computer software programs and training
Income Tax Preparer
LOPEZ TAX SERVICE
Marina, CA
01.2007 - Current
- Interviewed clients effectively to gather tax information and obtain accurate data
- Prepared and filed income tax return forms for individuals and small businesses
- Performed bookkeeping and payroll services for business clients
- Acquired knowledge of administrative and clerical procedures and computer systems
Timeline
UI SERVICES REPRESENTATIVE
CA EMPLOYMENT DEVELOPMENT DEPARTMENT
01.2021 - Current
Member Experience Specialist
AAA NCNU
01.2016 - 01.2021
Income Tax Preparer
LOPEZ TAX SERVICE
01.2007 - Current
Personal Banker
BANK OF AMERICA & UNION BANK OF CALIFORNIA
01.2000 - 01.2012
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