Accomplished Administrative Assistant and Customer Service Manager with a proven track record at Union Bank of California, enhancing customer satisfaction and streamlining operations. Expert in office administration and client relations, demonstrated through effective problem-solving and meticulous data management. Skilled in fostering team collaboration and implementing innovative solutions to drive efficiency and accuracy in high-pressure environments. Motivated professional with extensive experience in customer service, sales and administrative tasks.
Overview
27
27
years of professional experience
Work History
Administrative Assistant
Santa Monica Malibu Unified School District
08.2014 - 06.2024
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
Customer Service Manager
Union Bank of California
05.2005 - 06.2013
Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Took ownership of customer issues and followed problems through to resolution.
Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
Reduced customer complaints, proactively addressing issues and implementing effective solutions.
Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Followed through with client requests to resolve problems.
Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
Conducted regular performance evaluations for team members, identifying areas for improvement and creating targeted action plans.
Developed strong relationships with key clients, ensuring their needs were met consistently and promptly.
Maintained detailed records of interactions with clients, allowing for easy retrieval when needed during follow-up communications or escalations.
Researched and corrected customer concerns to promote company loyalty.
Bank Teller
Union Bank of California
08.1997 - 05.2005
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Education
Bachelor of Science - Business Management
Pepperdine University
Malibu, CA
05.2005
Skills
Customer Service
Data Entry
Office Administration
Customer and client relations
Computer Skills
Office Management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Administrative Assistant
Santa Monica Malibu Unified School District
08.2014 - 06.2024
Customer Service Manager
Union Bank of California
05.2005 - 06.2013
Bank Teller
Union Bank of California
08.1997 - 05.2005
Bachelor of Science - Business Management
Pepperdine University
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