Katherine Hernandez
Daly City,United States
Summary
Results-oriented individual with extensive experience in customer service. Works well with others while also working efficiently independently. Proven skills in building long-lasting relationships by applying strong communication, critical thinking, and planning abilities. Highly driven individual with advanced understanding of sales, customer relations, and goal planning.
Overview
5
5
years of professional experience
Work History
Receptionist
Bar Association of San Francisco
07.2024 - 10.2024
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Managed and authorized access of all visitors, attorneys, vendors and clients.
- Managed the central switchboard by screening calls by answering inquiries and connecting them with the appropriate department.
- Maintained meeting schedules for staff, attorneys and clients and notified the appropriate individual of these meetings.
Service Center Representative
SF Federal Credit Union
10.2023 - 03.2024
- Handle 50+ customer interactions per day, giving detailed, personalized, friendly, and polite service to ensure customer retention and satisfaction
- Resolved customer complaints and escalate issues to appropriate department
- Generate sales leads and cross-sell products.
- Maintained detailed records of customer interactions, ensuring accurate documentation for future reference or follow-up actions.
- Take consumer loan and credit card applications over the phone
Member Solution Consultant
The Police CU
05.2022 - 04.2023
- Interviews prospective loan clients to develop information concerning their loan needs, earnings, and financial condition
- Manage new and existing customers by helping them open and customize new checking, savings, CD, IRA and trust accounts
- Support the bank's strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Client Service Representative
Bank of America
03.2020 - 05.2022
- Count, verify and handle bank deposits and withdrawals
- Build and strengthen customer relationships by leveraging excellent interpersonal and communication skills
- Recognize needs and refer to appropriate line of business for cross-sell or service opportunities
- Identify potential needs through observation, questioning and listening
- Assist large volume of customers every day with a positive attitude by focusing on customer satisfaction.
Education
High School Diploma -
San Francisco International High School
05.2013
Skills
- Organization skills
- Time Management
- Telephone skills
- Data Entry
- Cash Management
- Products and Services Knowledge
- Cross-selling expertise
- Relationship Building
- Native Spanish fluency
- Consumer Lending Knowledge
Timeline
Receptionist
Bar Association of San Francisco
07.2024 - 10.2024
Service Center Representative
SF Federal Credit Union
10.2023 - 03.2024
Member Solution Consultant
The Police CU
05.2022 - 04.2023
Client Service Representative
Bank of America
03.2020 - 05.2022
High School Diploma -
San Francisco International High School
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