Kimberly Portillo
Chase Bank
Austin,TX
2
Languages
3
years of professional experience
Detail-oriented professional with strong customer service skills in finance and healthcare. Proven ability to educate clients, streamline operations, and foster lasting relationships.
Work History
Associate Banker
1 Year 9 Months- Executed daily operational tasks to ensure seamless branch functionality.
- Educated customers on financial products and services to enhance engagement.
- Collaborated with team members to streamline customer service processes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
Pharmacy Care Representative
2 Years 5 Months- Managed prescription processing and verification to ensure accuracy in patient medication dispensing.
- Provided exceptional customer service by addressing inquiries regarding medications and pharmacy services.
- Collaborated with healthcare providers to resolve prescription issues and enhance patient care.
- Educated patients on medication usage, side effects, and storage requirements for optimal health outcomes.
Education
High School Diploma
Bachelor of Arts - Finance
Skills
Investment strategies
Portfolio management
Financial planning
Loan processing
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Associate Banker
Chase Bank
11.2024 - CurrentRead More
Pharmacy Care Representative
HEB Pharmacy
01.2024 - 06.2026Read More
Texas State University
Bachelor of Arts from Finance
Read More
Anderson High School
High School Diploma
Read More