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
Similar Profiles
Michelle CereghinoMichelle Cereghino
Neurology Residency Program Coordinator at University of California, San FranciscoNeurology Residency Program Coordinator at University of California, San Francisco
Deborah NysatherDeborah Nysather
Executive Director/Associate Director at San Francisco Association Management Services (SF AMS)Executive Director/Associate Director at San Francisco Association Management Services (SF AMS)
ALEXANDRA URIBEALEXANDRA URIBE
PEER SUPPORT COUNSELOR at Mental Health Association of San FranciscoPEER SUPPORT COUNSELOR at Mental Health Association of San Francisco