Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Neece Matautia

Finance/Administrative Assistant
West Jordan

Summary

Detail-oriented and compassionate professional with over 6 years of experience in banking and client services, including extensive experience as a Client Access Coordinator. Proven ability to deliver outstanding customer service, maintain confidentiality, and precisely manage administrative operations. Adept at building rapport with diverse clientele, resolving issues effectively, and supporting multidisciplinary teams in high-paced environments.

Overview

10
10
years of professional experience
1
1
Certification
1
1
Language

Work History

Senior Banker

Bank of America
12.2022 - 11.2024
  • Solving clients disputes and handling complex financial problems that clients may have and find solutions to client’s complaints
  • Deliver financial advice to help every client navigate their unique life priorities
  • Engages with clients in the lobby to assist, educate and train clients on how to conduct simple transactions through self-service technologies
  • Leverages available resources, technologies, and processes (such as our Client Management Process and Building Relationships with Clients) to optimize the client experience
  • Follow established processes and guidelines in daily activities to do what is right for clients adhering to all applicable laws and regulation

Client Service Representative / Personal Banker

Wells Fargo
01.2020 - 02.2022
  • Delivered excellent customer service in-person and via phone, handling account inquiries, deposits, withdrawals, and other financial services
  • Educated clients on financial options, account features, and payment solutions
  • Handled sensitive client data, ensuring confidentiality and compliance with privacy regulations
  • Accurately reconciled cash drawers and resolved discrepancies in a timely manner
  • Assisted with branch administrative duties and supported team initiatives to improve customer satisfaction

Client Access Coordinator

Clitheroe (Rehabilitation Treatment Center)
06.2014 - 07.2019
  • Being able to communicate clearly, empathetically, and professionally with clients
  • Maintaining accurate, timely, and HIPAA-compliant documentation such as progress notes, treatment plans, and incident reports shows attention to detail and professionalism
  • Working with individuals in recovery or struggling with mental health challenges requires compassion, patience, and the ability to manage emotional stress without burnout
  • The ability to work effectively with therapists, case managers, medical staff, and support personnel is critical for continuity of care
  • Maintain professional boundaries and uphold ethical standards builds trust and protects both staff and clients
  • Familiarity with Electronic Health Records (HER) systems for documentation and communication streamlines care and reduces administrative errors

Education

Junior -

Utah Valley University (UVU)
Orem, UT

2012 - undefined

American Samoa Community College (ASCC)
Pago Pago, American Samoa

2009 - undefined

Samoana High School
Pago Pago, American Samoa

Skills

  • Patient-Centered Customer Service
  • Scheduling & Registration
  • Financial Counseling & Payment Plans
  • HIPAA Compliance
  • Conflict Resolution & Problem Solving
  • Confidential Communication
  • Office Administration & Multitasking
  • Data Entry & Accuracy
  • Bilingual (if applicable)
  • Microsoft Office & CRM Software

Certification

Current Valid Utah Driver’s License

Timeline

Senior Banker

Bank of America
12.2022 - 11.2024

Client Service Representative / Personal Banker

Wells Fargo
01.2020 - 02.2022

Client Access Coordinator

Clitheroe (Rehabilitation Treatment Center)
06.2014 - 07.2019

2012 - undefined

American Samoa Community College (ASCC)

2009 - undefined

Samoana High School

Junior -

Utah Valley University (UVU)

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Neece MatautiaFinance/Administrative Assistant