Natalie Torres

Greeted customers and delivered information about new account processes. Managed daily operations, ensuring compliance with regulatory requirements and banking policies. Assisted customers in achieving financial goals by recommending suitable products and services based on their needs. Account openings and closures, processing loan applications for HELOCs, auto loans, credit cards, and setting up referrals to small businesses, home loans, and financial advisors. Backed up teller team by handling needs of new and existing customers at main counter. Educate clients on different ways of banking via online banking.

Greeted customers and delivered information about new account processes. Managed daily operations, ensuring compliance with regulatory requirements and banking policies. Assisted customers in achieving financial goals by recommending suitable products and services based on their needs. Account openings and closures, processing loan applications for HELOCs, auto loans, credit cards, and setting up referrals to small businesses, home loans, and financial advisors. Backed up teller team by handling needs of new and existing customers at main counter. Educate clients on different ways of banking via online banking.

Scheduled patient appointments, verifying the accuracy of appointment times with providers. I greeted and checked in patients, updating patient information in the computer system. Prepared charts for new patients, ensuring all necessary forms were completed correctly. Verified insurance coverage for appointments, and collected co-payments as required. Assisted with the filing of medical records and documents, maintaining accurate electronic files. Processed referrals for specialist care when requested by physicians, or patients. Answered incoming calls, responding to inquiries from patients, and other medical offices.

Trained new employees in company policies, procedures, and job responsibilities. Ensured compliance with company policies and procedures, as well as local regulations regarding safety, health, security, and labor laws. Managed day-to-day operations of the center. Prepared weekly schedules and audits. Resolved customer complaints quickly and efficiently to maintain positive relationships with clients. Handled large volumes of currency quickly, accurately, and with minimal errors. Balanced cash drawers and safe daily. Received and processed customer transactions, including deposits, withdrawals, loan payments, and other banking services.

Identified customer needs and referred them to appropriate departments or resources for further assistance. Utilized effective communication techniques when speaking with customers to maintain a positive relationship. Monitored call queues to ensure that all incoming calls were answered promptly. Researched complex issues related to customer accounts to provide solutions quickly and accurately. Performed additional duties as assigned by the supervisor or manager. Ensured compliance with applicable laws, regulations, policies, and procedures related to banking services. Assisted customers with account transfers, balance inquiries, and other banking transactions. Matched members to products and services that meet current needs and expected lifestyle changes. Process loan applications via member call-ins.

Identified customer needs and referred them to appropriate departments or resources for further assistance. Answered incoming calls from customers, providing customer service, and resolving customer inquiries. Monitored call queues to ensure that all incoming calls were answered promptly. Performed special services for customers, including ordering bank cards and checks. Monitoring customer behaviors and following established protocols to protect individuals and assets. Resolved problems or discrepancies concerning customers' accounts.

Adhered strictly to all security procedures related to handling money at the teller window. Cross-sold additional company products when applicable, to meet customer needs. Handled large volumes of currency quickly and accurately, with minimal errors. Received and processed customer transactions, including deposits, withdrawals, and loan payments.Process title loan applications and payday loan applications.