Summary
Overview
Work History
Education
Skills
Timeline
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Katherin Veras

Rochester,NY

Summary

Positive and upbeat with strong communication and problem-solving abilities with robust aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.

Overview

6
6
years of professional experience

Work History

Bilingual Universal Banker

ESL Federal Credit Union
11.2023 - Current
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Streamlined account opening processes for increased efficiency in new customer onboarding.

Bilingual Relationship Banker

ESL Federal Credit Union
04.2023 - 11.2023
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.

Bilingual Order Administrator

Classic Automation
09.2021 - 07.2022
  • Enhanced order accuracy by diligently reviewing and verifying customer information.
  • Streamlined order processing for increased efficiency through automation and system improvements.
  • Expedited order fulfillment with thorough coordination between sales, logistics, and warehouse teams.
  • Improved customer satisfaction by promptly addressing inquiries and resolving issues related to orders.
  • Managed high-volume orders to ensure timely delivery and accurate invoicing.

Client Transition Specialist

Paychex Inc
11.2019 - 07.2021
  • Enhanced client transition processes by identifying areas for improvement and implementing customized strategies.
  • Collaborated with cross-functional teams to facilitate smooth transitions while minimizing disruptions to existing operations.
  • Provided ongoing support and guidance for clients during the entire transition process, addressing concerns and troubleshooting issues as needed.
  • Partnered with business teams to understand needs and mitigate potential problems.
  • Managed internal and external client-facing relationships through transitional periods.

401(k)/S125 New Client Implementation

Paychex Inc
09.2018 - 11.2019
  • Collaborated with internal teams to address client concerns, ensuring a seamless customer experience.
  • Maintained up-to-date knowledge of industry trends and competitor offerings, allowing for informed consultation services.

Education

Associate of Science - Medicine

Universidad Autonoma De Santo Domingo
Dominican Republic

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Adaptability
  • Reliability
  • Team building
  • Multitasking
  • Teamwork and Collaboration
  • Problem-solving aptitude
  • Decision-Making
  • Professional Demeanor

Timeline

Bilingual Universal Banker

ESL Federal Credit Union
11.2023 - Current

Bilingual Relationship Banker

ESL Federal Credit Union
04.2023 - 11.2023

Bilingual Order Administrator

Classic Automation
09.2021 - 07.2022

Client Transition Specialist

Paychex Inc
11.2019 - 07.2021

401(k)/S125 New Client Implementation

Paychex Inc
09.2018 - 11.2019

Associate of Science - Medicine

Universidad Autonoma De Santo Domingo

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Katherin Veras