MARIA RODRIGUEZ
San Antonio,TX
Summary
Accomplished Banking Specialist position with 10 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.
Overview
13
13
years of professional experience
Work History
Banking Specialist
USAA
10.2023 - Current
- Opened new accounts and made changes to existing accounts.
- Supported Members by processing transactions involving checks and payments.
- Investigated and resolved account issues by offering applicable options to customers including intake disputes.
- Helped customers prepare documents required to complete transactions and process requests.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Assisted customers with banking needs and inquiries.
- Handled various accounting transactions.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Processed applications for new accounts.
- Monitored and verified suspicious activity on customer accounts.
- Referred customers to other banking departments for specialized services.
- Calculated fees due, interest and change for customer transactions.
Fraud Prevention Specialist
Conduent
10.2018 - 10.2022
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Reviewed transactions and receipts to identify any suspicious activity.
- Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime/Reg E
- Closed/Blocked cards
- Attention to detail
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Developed and maintained courteous and effective working relationships.
- Cultivated interpersonal skills by building positive relationships with others.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Assistant
Rhodes Driving School
08.2016 - 09.2017
- Greeted guests in with friendliness and professionalism.
- Assisted manager in all aspects of business operations.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Monitored and ordered supplies and materials to keep office well stocked.
- Organized resources, records and personnel to accomplish aggressive targets.
- Reviewed and edited documents for accuracy, grammar and clarity.
- Developed and maintained filing systems to facilitate easy access to information.
- Managed calendars and coordinated travel arrangements and accommodation for senior-level staff to optimize schedules.
- Created and distributed agendas for meetings and conference calls as part of meeting preparation.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Volunteered to help with special projects of varying degrees of complexity.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Assisted with Contracts and cash handling.
- Open/closed key holder
Dispatcher
Seiberts Towing
01.2011 - 02.2014
- Communicated with drivers and personnel including state and local police to coordinate timely delivery of goods and materials.
- Trained and provided guidance to new team members to apply best practices and comply with protocols and regulations.
- Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
- Directed dispatching, routing, and tracking of 15 fleet vehicles and contractors.
- Maintained professional relationship with shippers, receivers and drivers to increase trust, reliability and rapport.
- Tracked delivery progress to identify possible delays and provide real-time updates to customers.
- Processed invoices and payments for dispatched orders to provide proof of transaction.
- Closely monitored dispatch board to triage and prioritize over 30 daily calls.
- Sent out drivers to assist [Number] hourly callers based on locations, needs and worker availability.
- Answered phone calls and responded to customer emails.
- Monitored vehicle locations to coordinate timely arrivals.
- Assisted in resolving customer complaints and grievances.
- Scheduled deliveries and pickups according to customer needs.
- Monitored and tracked dispatch communication systems.
- Facilitated communications between customers and field personnel to answer questions or resolve concerns.
- Communicated with customers to provide delivery updates and resolution.
- Utilized dispatch software to enter customer orders, deliveries and receipts.
- Scheduled and organized delivery routes.
- Utilized radios, fax machine, telephone board and security system
Education
Associate of Applied Science - Business
Bryant And Stratton College -Richmond
Richmond, VA04.2011
Skills
- Account Updates
- Data Processing
- Customer Relationship Management
Timeline
Banking Specialist
USAA
10.2023 - Current
Fraud Prevention Specialist
Conduent
10.2018 - 10.2022
Assistant
Rhodes Driving School
08.2016 - 09.2017
Dispatcher
Seiberts Towing
01.2011 - 02.2014
Associate of Applied Science - Business
Bryant And Stratton College -Richmond