Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rita Martinez

Taylor

Summary

Dynamic banking professional with a self-motivated nature and strong analytical thinking, recognized for enhancing client satisfaction at JP Morgan Chase. Proven ability to resolve complex issues and mentor new associates, while maintaining high accuracy in cash handling and transactions. Resourceful in building relationships and ensuring seamless operations in fast-paced environments.

Overview

15
15
years of professional experience

Work History

Associate Banker- ME

JP Morgan Chase
07.2015 - Current
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Counted, verified and handled bank deposits and armored car transactions.

Teller

Byline Bank
01.2013 - 06.2015
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Dental Receptionist

Dr. Dawn Heisley, DDS.
01.2010 - 01.2012
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Provided excellent customer service by promptly addressing patient inquiries via phone, email, or in-person interactions.
  • Provided excellent customer service to create positive experiences and build patient trust.
  • Communicated with insurance companies to dispute unpaid claims and verify patient coverages.
  • Maintained a clean and welcoming reception area for patients, contributing to a positive dental visit experience.
  • Helped patients complete necessary medical forms and documentation.
  • Improved billing accuracy by diligently verifying insurance coverage and updating patient financial records accordingly.
  • Enhanced patient satisfaction by efficiently managing appointment scheduling and confirmations.
  • Facilitated clear communication between dentists, dental assistants, and patients to ensure optimal care coordination.

Education

High School Diploma -

Charles H. Milby
Houston, TX
2008

Skills

  • Self-motivated nature
  • Analytical thinking
  • Due diligence
  • Professional demeanor
  • Resourcefulness

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Associate Banker- ME

JP Morgan Chase
07.2015 - Current

Teller

Byline Bank
01.2013 - 06.2015

Dental Receptionist

Dr. Dawn Heisley, DDS.
01.2010 - 01.2012

High School Diploma -

Charles H. Milby
Rita Martinez