KIMBERLY MENDOZA
Salinas,California
Overview
7
7
years of professional experience
Work History
Eligibility Specialist
Monterey County Department Of Social Services
06.2024 - Current
- Reduced errors in eligibility determinations by maintaining thorough knowledge of program guidelines and regulations.
- Enhanced client satisfaction by providing timely and accurate eligibility determination for various assistance programs.
- Provided exceptional customer service through prompt response times, clear communication channels, and diligent follow-up practices.
- Ensured compliance with local, state, and federal regulations during all phases of the eligibility determination process.
- Resolved discrepancies with client applications to verify eligibility.
- Maintained detailed records of client interactions, ensuring accuracy and confidentiality of sensitive information.
- Evaluated financial documents to accurately assess income levels, assets, expenses, and other relevant factors impacting client eligibility status.
- Assisted clients with accurate eligibility form, application and document completion.
CUSTOMER SERVICE REPRESENTATIVE
COMERICA BANK
10.2019 - 06.2024
- Serves customers by completing account transactions
- Provide account services to customers by receiving deposits and loan payment, cashing checks, issuing cashier's checks, processing checking and savings withdrawals and recording night and mail deposits
- Vault teller, Process cash shipments and ATM management
- Enjoy training new tellers and assisting with what they may have issues or questions about and finding solutions to resolve them
LEAD TELLER OPERATION SPECIALIST
CHASE BANK
09.2017 - 06.2019
- Create a connection and develop rapport with customers to provide outstanding, personalized service
- Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
- Ensure customers are quickly connected with the appropriate teammate with expertise to meet their needs
- Meet or exceed sales goals by influencing customers to learn about products/service that will benefit them
- Build, develop and maintain partnerships with teammates and specialist to maximize effectiveness and serve customers
- Accurately and effectively process transactions such as customer deposits, payments and cashing checks
- Assist customers with inquiries and/or problem resolution in a professional and composed manner and educate customers on how to conduct simple transactions through service technologies and also prepare staff for audits with monthly check-ins and also by reviewing retention all by following policies and procedures and guidelines to protect both our customers and Chase Bank
LEAD TELLER
WELLS FARGO BANK
09.2017 - 06.2019
- A Lead Teller spends all of his or her time working with Wells Fargo's most important asset their customers
- My position as a Lead Teller I was able to handle a variety of tasks including excellent customer service in all customer interactions, helping to resolve customer concerns, following procedures to minimize errors and reduce fraud, processing account transactions effectively as well as sharing the benefit a customer may receive when meeting with a banker, when appropriate
- Also as a Lead Teller I would often work under limited supervision, assist with workflow to ensure tellers are successful, consistently balance their cash daily, have great rapport with people, and enjoy helping others while maintaining ethics, integrity and embracing diversity
Education
ALISAL HIGH SCHOOL
06.2003
Skills
- Excellent customer service skills
- Excellent oral and written communication
- Ability to handle multiple tasks with attention to detail
- Decision making
- Time Management
- Conflict resolution
- Self-motivation
- Leadership skills
- Excellent communication skills
Timeline
Eligibility Specialist
Monterey County Department Of Social Services
06.2024 - Current
CUSTOMER SERVICE REPRESENTATIVE
COMERICA BANK
10.2019 - 06.2024
LEAD TELLER OPERATION SPECIALIST
CHASE BANK
09.2017 - 06.2019
LEAD TELLER
WELLS FARGO BANK
09.2017 - 06.2019
ALISAL HIGH SCHOOL