Karina Guzman

San Jose,CA

Overview

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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