Martha Garcia
Los Angeles,CA
Summary
Results-driven Business Banker known for high productivity and efficient task completion. Specialize in financial analysis, risk management, and client relationship building. Excel in communication, strategic planning, and problem-solving to deliver exceptional service and meet all client needs.
Overview
23
23
years of professional experience
Work History
Business Banker
Wells Fargo
El Monte, CA
12.2022 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
- Assisted clients with opening business accounts.
- Responded promptly and effectively to inquiries from customers regarding their accounts or other issues.
- Applied strict company and regulatory standards when opening accounts.
- Customer Service.
Front Desk Receptionist
United Medical Imaging
Los Angeles, CA
07.2019 - 10.2023
- Greeted customers warmly and made them feel welcome.
- Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
- Assisted with scheduling appointments for clients and visitors.
- Maintained an organized reception area and ensured that all guests were attended to promptly.
- Managed incoming and outgoing mail, courier services, faxes and other correspondence.
- Performed data entry into computer systems to maintain accurate records of customer information.
- Provided administrative support such as filing documents, photocopying and scanning materials.
- Handled cash transactions accurately, balancing the register at the end of each shift.
- Monitored visitor access control systems including issuing identification badges when necessary.
- Updated customer information in databases regularly to ensure accuracy of records.
- Provided excellent customer service by responding quickly to inquiries via phone or email in a professional manner.
- Resolved any customer complaints or issues in a timely fashion following established protocols.
- Answered multi-line phone system and managed calls by routing to proper extensions or taking messages.
Customer Service Representative
Pacific Spice Company
Commerce, CA
12.2010 - 10.2021
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Developed strong relationships with customers by providing personalized assistance and support.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Collected deposits or payments and arranged for billing.
Medical Assistant
Integrative Industrial Medical Clinic
Los Angeles, CA
07.2001 - 12.2010
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Administered injections, medications and treatments as directed by the physician.
- Provided assistance to medical staff in performing minor surgical procedures.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Performed basic laboratory tests such as urinalysis and blood glucose levels under direct supervision of a physician or registered nurse.
- Ordered medical supplies, maintained inventory logs and restocked exam rooms when needed.
- Organized patient charts before each day's clinic sessions began.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Filed insurance claims forms in accordance with applicable regulations.
- Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Scheduled appointments for patients via phone and in person.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
Education
Medical Assistant - Medical Assisting
UEI College - Cerritos
Cerritos, CA06-2000
High School Diploma -
James A. Garfield Senior High School
Los Angeles, CA06-1994
Skills
- Portfolio Management
- Underwriting expertise
- Teller Support
- Deal structuring
- Contract Negotiation
- Cost Evaluation
Timeline
Business Banker
Wells Fargo
12.2022 - Current
Front Desk Receptionist
United Medical Imaging
07.2019 - 10.2023
Customer Service Representative
Pacific Spice Company
12.2010 - 10.2021
Medical Assistant
Integrative Industrial Medical Clinic
07.2001 - 12.2010
Medical Assistant - Medical Assisting
UEI College - Cerritos
High School Diploma -
James A. Garfield Senior High School
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Saghar ShikSaghar Shik
Dental Practice Consultant at IndependentDental Practice Consultant at Independent