Moncerrat Arevalo Aguirre Martin
Petaluma,CA
Summary
I am an ambitious person eager to develop new knowledge in new roles as well as to provide my current skills in new settings. Skilled in many settings. Adaptable and driven with strong work ethic and ability to thrive in team-based or individually motivated settings. I am detail-oriented, bringing over many years of experience in banking, customer service, and behavioral teaching. Proficient in maintaining accurate records, client loyalty and family-based teaching environments. Driven salesperson with service-oriented and organized nature.
Overview
6
6
years of professional experience
Work History
Member Service Representative II
Community First Credit Union of Sonoma County
Sebastopol, CA
01.2024 - Current
- Assisted with the opening of new accounts and processed account maintenance requests. IE; Trusts, POA, General Memberships, Business.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Processed loan applications and documented loan decisions according to policy requirements.
- Provided guidance to members on how best to use products or services offered by the organization.
- Researched complex issues related to accounts or services provided by the organization.
- Attended training sessions regularly to stay on top of changes in company policies and procedures.
- Assisted colleagues with tasks, as well as trained new employees when needed.
- Engaged in conversation with customers to understand needs, resolve issues, and answer product questions.
Behavioral Technician
Positive Behavior Supports
Santa Rosa, CA
01.2023 - 01.2024
- Developed positive relationships with clients and their families to ensure successful treatment outcomes.
- Collaborate, communicate, and assist with the training of clients,
parents, and staff. - Provide direct one-on-one or group therapy care to implement
patient treatment plans. - Assisting families to help the client achieve milestones.
- Conduct behavioral or other psychiatric assessments.
- Monitored client progress and documented data on a daily basis.
- Ensured safety of all individuals at the facility by following established protocols and procedures.
- Developed basic strategies to promote patient safety, wellness and independence.
Dental Assistant
Rohnert Park Smiles Dentistry
Rohnert Park, CA
03.2022 - 01.2023
- Readies patients for dental treatment by welcoming, comforting,
seating, and draping patients. - A dental assistant helps with a variety of health care tasks, from
taking dental x-rays and caring for patients, to helping file records
as doctor speaks. - Preparing patients and making sure exam rooms are ready for
dental procedure. - Cleaning of dental instruments.
- Schedule appointments, record patient data and maintain records
often with the aid of computer software (Epic) - Educated patients on proper oral hygiene techniques and habits.
Universal Associate Banker Teller
JP Morgan Chase
Rohnert Park, CA
01.2019 - 03.2022
- Managed customer referrals to help financial advisors and bankers capitalize on sales.
- Increased knowledge of banking products and services by participating in available training classes
- Maintained confidentiality of bank records and client information.
- Recommended additional products, services and benefits for customers.
- Processed deposits, withdrawals, check cashing, loan payments, cash advances and money orders.
- Mentored and trained newly hired associate bankers to familiarize them with job responsibilities and procedures.
- Made lasting partnerships, which led to new opportunities, consistently followed up with clients and there needs.
Education
High School Diploma -
Elsie Allen High School
Santa Rosa, CA05.2015
Skills
- Debt and credit management
- Exceptional customer service
- Strong sense of banking ethics
- Flexible, Reliable, and Friendly
- Time management
- Planning
- Multitasking
- Collaboration/ Team-work
- Fluent in Spanish
- Excellent communication skills
- Responsible
- Case Management
- Behavior Management
- Complaint Handling
- Customer Support
Timeline
Member Service Representative II
Community First Credit Union of Sonoma County
01.2024 - Current
Behavioral Technician
Positive Behavior Supports
01.2023 - 01.2024
Dental Assistant
Rohnert Park Smiles Dentistry
03.2022 - 01.2023
Universal Associate Banker Teller
JP Morgan Chase
01.2019 - 03.2022
High School Diploma -
Elsie Allen High School
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