Leticia Claro

• Improved customer satisfaction by providing personalized banking solutions and exceptional service.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Enhanced client retention with proactive follow-ups and timely resolution of account issues.
• Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
• Boosted sales of bank products through effective cross-selling and up-selling techniques.
• Maintained compliance with bank policies and regulations while executing various financial transactions.
• Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
• Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Cross-sold bank products and services to meet customer needs and provide options.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Processed deposits, withdrawals and ACH transfers accurately.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
• Verified customer identity and reviewed documentation for accuracy.
• Reconciled customer accounts and balanced daily transactions.
• Greeted customers and delivered information about new account processes.
• Processed customer payments and account setup charges.
• Interviewed customers to obtain information needed for opening accounts.
• Review and set up team schedule.

• Improved patient comfort by efficiently assisting with orthodontic procedures and providing clear explanations of treatment plans.
• Enhanced practice efficiency by maintaining well-organized inventory of orthodontic supplies and equipment.
• Promoted positive patient experiences by building rapport and addressing concerns during appointments.
• Ensured high-quality patient care through strict adherence to infection control protocols and sterilization procedures.
• Contributed to successful treatment outcomes by accurately taking dental impressions, X-rays, and intraoral scans.
• Provided exceptional chairside assistance to orthodontist during complex procedures such as bracket placement and adjustments, aligner fittings, and appliance installations.
• Developed comprehensive knowledge of various orthodontic appliances, enabling accurate preparation for each procedure.
• Supported seamless appointment scheduling by coordinating with front office staff on patient follow-ups and updates.
• Collaborated effectively with other team members to ensure smooth workflow within the practice.
• Reduced appointment wait times with efficient room setup and breakdown between patients.
• Demonstrated strong communication skills while educating patients on oral hygiene practices specific to their orthodontic treatments.
• Maintained detailed progress notes for each patient to support continuity of care throughout their treatment plan.
• Increased overall patient satisfaction by promptly addressing any discomfort or concerns related to their treatments.

- Complete patients chief complaint accurately, medical histories, medication lists, blood pressures and IOP

- Accompanied doctor through the day in fast-paced environment as a technician and scribe

- Complete special testing required for patient

- Selected appropriate ICD-10 and PQR codes for records

- Coordinate patient flow through office

- Assisted in answering telephones, verifying insurance and multiple office task as needed

- Complete customer request in a timely manner

- Handle customer disputes accurately

- Process work through out the day

- Order foreign currency and cash for the bank

- Initiate wire transfers for customer

- Run teller drawer and balance accurately

- State Notary

- Greeted each customer as they walk in