Raquel Julian
Documentation Specialist
Houston,TX
Summary
Dynamic professional with a proven track record at Amegy Bank NA, enhancing customer satisfaction and sales through exceptional service and effective cross-selling. Skilled in content management and fostering long-lasting relationships, I've significantly contributed to team performance and compliance with regulatory standards. Expert in editing, proofreading, and usability testing, driving quality and efficiency.
Overview
13
13
years of professional experience
9
9
years of post-secondary education
1
1
Language
Work History
Documentation Specialist
RiverKids Pediatric Home Therapy
Pearland, TX
06.2018 - Current
- Assisted compliance officer to gather necessary documentation for patients.
- Identified audit parameters to comply with quality standards.
- Translated complex technical information into intuitive clear format.
- Collaborated with quality assurance team to comply with regulatory requirements.
Consumer Online Technical Support
JP Morgan Chase
HOUSTON, TX
08.2015 - 06.2018
- Enhanced team performance by training new technicians on best practices and troubleshooting techniques.
- Assisted clients remotely using remote desktop tools, expediting the troubleshooting process significantly.
- Provided exceptional technical support for software and hardware, resulting in reduced downtime for clients.
- Improved customer satisfaction by efficiently diagnosing and resolving technical issues.
Lead Teller
Amegy Bank NA
Pasadena, TX
01.2014 - 08.2015
- Introduced customers to other bank team members to help meet financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Personal Banker
Amegy Bank NA
Rosenberg, TX
02.2012 - 12.2013
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Education
Associate of Applied Science - Nursing
San Jacinto College
Pasadena, TX 01.2020 - Current
High School Diploma -
Foster High School
Richmond, TX 08.2002 - 05.2006
Skills
Editing and proofreading
Usability Testing
Content Management
Timeline
Associate of Applied Science - Nursing
San Jacinto College
01.2020 - Current
Documentation Specialist
RiverKids Pediatric Home Therapy
06.2018 - Current
Consumer Online Technical Support
JP Morgan Chase
08.2015 - 06.2018
Lead Teller
Amegy Bank NA
01.2014 - 08.2015
Personal Banker
Amegy Bank NA
02.2012 - 12.2013
High School Diploma -
Foster High School
08.2002 - 05.2006
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