Marie Claudio
Miami
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Personal Banker
MIDFLORIDA
08.2024 - Current
- Delivered exceptional customer service, addressing inquiries and resolving issues efficiently.
- Facilitated account openings and closings, ensuring compliance with bank policies and procedures.
- Educated clients on financial products, enhancing their understanding and engagement with services offered.
- Collaborated with team members to streamline processes, improving overall operational efficiency in branch activities.
- Analyzed client financial needs to recommend tailored banking solutions that aligned with individual goals.
- Led initiatives for process improvements, resulting in increased productivity and enhanced client satisfaction scores.
- Mentored junior staff on best practices in customer interactions and banking operations to enhance team performance.
- Developed training materials for onboarding new employees, fostering a knowledgeable and efficient workforce.
- Cross-sold bank products and services to meet customer needs and provide options.
- Trained new personal bankers, elevating team performance and service quality.
- Followed up with customers to gather feedback and provide additional assistance.
- Facilitated workshops on financial literacy for clients, empowering them with knowledge for better financial decisions.
- Enhanced client investment portfolios with personalized financial advice and product recommendations.
Patient Service Representative
MyEyeDr.
02.2017 - 05.2019
- My duties are to run insurance and to confirm appointments for the next day. I am also responsible for referrals.
- Managed patient scheduling and appointment confirmations to enhance operational efficiency.
- Educated patients on insurance benefits and payment options to promote financial transparency.
- Coordinated communication between patients and healthcare providers, ensuring timely responses to inquiries.
- Assisted in maintaining accurate patient records using electronic health record (EHR) systems for compliance and quality care.
- Trained new staff on best practices for customer service and office procedures, fostering a collaborative environment.
- Led initiatives to enhance patient satisfaction through feedback collection and service adjustments based on insights.
- Implemented process improvements that streamlined patient check-in and reduced wait times significantly.
- Developed standardized training materials for ongoing staff education, ensuring consistent service delivery across locations.
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Verified insurance eligibility and coverage for patients.
- Handled sensitive patient concerns with professionalism and empathy, fostering an atmosphere of trust within the clinic.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Used [Software] to schedule appointments.
- Took copayments and compiled daily financial records.
- Balanced deposits and credit card payments each day.
- Built and maintained positive working relationships with patients and staff.
- Reduced no-show rates through consistent appointment reminder calls, leading to improved clinic productivity.
- Supported new Patient Service Representatives'' orientation process by sharing expertise on office procedures.
Assist the client
SunTrust Banks
09.2011 - 03.2017
- With their daily deposits and withdrawals.
- Open accounts and submit loans, sell products to all clients.
- Ensure that they have more than five products before they leave.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Paid attention to detail while completing assignments.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Compact Medical Nurse
AirForce
09.1992 - 07.2012
- Provided direct patient care, monitoring vital signs and administering medications as prescribed.
- Collaborated with healthcare team to develop and implement individualized patient care plans.
- Educated patients and families on health management, treatment options, and preventive care strategies.
- Managed medical records using electronic health record systems for accurate documentation and reporting.
- Conducted regular training sessions on infection control practices to ensure compliance with safety standards.
- Oversaw workflow efficiencies within the department, optimizing resource allocation and staffing schedules.
- Led quality improvement initiatives that improved patient satisfaction scores and reduced wait times.
- Mentored junior nursing staff, enhancing their skills in patient assessment and emergency response protocols.
- Managed the delivery of quality care for up to 10 patients simultaneously in a high-stress emergency department environment.
Education
Certificate - medical billing and coding coursework, taught
Galliano Career Academy
Associates in applied science - office e
Gibbs College
Livingston, NJSkills
- Excel proficiency
- Effective relationship management
- Branch management
- Customer service
- Customer satisfaction
- Client relationship management
- Cash handling
- Fraud prevention
- Sales expertise
- Banking policies and procedures
- Loans
- Financial services
- Account management
- Opportunity identification
- Loan processing
- Relationship management
Certification
- Notary Public
- December 2017
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Personal Banker
MIDFLORIDA
08.2024 - Current
Patient Service Representative
MyEyeDr.
02.2017 - 05.2019
Assist the client
SunTrust Banks
09.2011 - 03.2017
Compact Medical Nurse
AirForce
09.1992 - 07.2012
Certificate - medical billing and coding coursework, taught
Galliano Career Academy
Associates in applied science - office e
Gibbs College