Karla Moreno
Gilroy,CA
Summary
Passionate professional with commitment to supporting clients in all aspects of cases. Excellent communication and relationship building skills with diverse audiences. Friendly and engaging with strong team collaboration abilities.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Branch Operations Coordinator
Wells Fargo Bank
Gilroy, CA
10.2023 - Current
- Provided guidance and training to new tellers on banking policies, procedures, and customer service standards.
- Fulfilled diverse duties to provide customer service, operate the money counter, balance, and replenish ATMs.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Monitored cash levels throughout the day to ensure adequate supplies were available for customers' needs.
- Identified cross-sell opportunities through conversations with customers.
- Conducted audits of branch operations to ensure accuracy and compliance with internal controls.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Bank Teller
Wells Fargo
Los Banos, CA
09.2021 - 10.2023
- Greet customers entering establishments
- Perform teller duties as required
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
- Investigate and correct errors upon customers' request, according to customer and bank records
- Refer customers to appropriate bank personnel to meet their financial needs
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change
- Monitor checkout stations to ensure that they have adequate cash available and that they are staffed appropriately.
Dental Assistant/ Front-Back Office
Ana Maria Verano-Vo
San Mateo, CA
08.2007 - 07.2012
- Greet visitors, ascertain the purpose of their visit, and direct them to the appropriate staff.
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.
- Schedule appointments, prepare bills, and receive payment for dental services, complete insurance forms, and maintain records, manually or using a computer.
- Prepare the patient, sterilize or disinfect instruments, set up instrument trays, prepare materials, or assist the dentist during dental procedures.
- Assist the dentist in the management of medical or dental emergencies.
- Clean and polish removable appliances.
- Complete insurance, or other claim forms.
- Receive and route messages or documents, such as laboratory results, to the appropriate staff.
- Responded to customer inquiries via phone, email, and in person.
Back Office Clerk
Mills Peninsula Hospital
San Mateo, CA
08.2004 - 09.2005
- Copied, sorted and filed records of office activities and business transactions.
- Monitored office supplies inventory and placed orders when necessary.
- Managed multiple tasks simultaneously while maintaining accuracy and attention to detail.
- Inspected film jackets prior to loading into processor for any visible defects or damage.
- Completed general administrative tasks to support radiology department.
- Operated photocopiers and scanners, facsimile machines and personal computers.
- Entered data into accounting software systems accurately and efficiently.
Education
Medical Administrative Assistant - Medical Assisting
Bryman College
Daly City07-2002
High School Diploma -
Menlo Atherton High School
Atherton, CASkills
- Staff supervision
- Operational efficiency
- Problem solving
- Data entry
- Multi-tasking
- Customer service
- Scheduling appointments
- Word processing
- File organization
- Reception duties
- Insurance verification
- Patient charting
- Appointment setting
References
References available upon request.
Certification
Medical Administrative Assistant
Languages
Spanish
Professional
English
Professional
Timeline
Branch Operations Coordinator
Wells Fargo Bank
10.2023 - Current
Bank Teller
Wells Fargo
09.2021 - 10.2023
Dental Assistant/ Front-Back Office
Ana Maria Verano-Vo
08.2007 - 07.2012
Back Office Clerk
Mills Peninsula Hospital
08.2004 - 09.2005
Medical Administrative Assistant - Medical Assisting
Bryman College
High School Diploma -
Menlo Atherton High School
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