ROSA A VENEGAS

• Identified opportunities for cross-selling additional products or services based on customer needs.
• Developed strong relationships with existing customers through regular follow-up calls.
• Maintained updated knowledge of bank products, services, promotions, policies, procedures, regulations.
• Reviewed loan applications and supporting documents for accuracy and completeness according to company policies and procedures.
• Educated customers on best practices for avoiding fraud and provided guidance on how to spot suspicious emails or other indicators of possible scams.
• Provided budgeting & credit education to individuals and families through seminars, workshops and one-on-one counseling sessions.
• Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
• Explained bank products and services offered in detail so that customers can make informed decisions.
• Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
• Processed new accounts including checking, savings, certificates of deposit, and IRAs.

• Enhanced long-term care by helping to develop and execute care plans.
• Supported client needs with basic housekeeping and food preparation.
• Encouraged patient independence with caring support for personal hygiene and mobility needs.
• Moved patients smoothly between beds, wheelchair, and other locations.

• Maintained schedules for medical and social needs, including transporting clients to appointments.
• Trained family members to provide bedside care.
• Managed patient medications, organizing schedules and setting up reminders.

• Deepened customer relationships through knowledgeable support for day-to-day banking needs.
• Maintained strict compliance with banking standards, regulations, and laws.
• Increased revenue by cross-selling customers on different bank products and services.
• Met customer needs consistently with knowledgeable and fast service.
• Opened, closed and updated accounts based on individual customer needs.
• Prevented fraud by spotting suspicious behavior and identifying problematic transactions.
• Communicated with clients to provide status updates on transactions and transfers.
• Troubleshoot problems and developed successful solutions.
• Kept all areas clean, organized and in line with company professional standards.
• Worked effectively with diverse team to accomplish daily objectives and meet long-term goals.
• Reduced in-person customer service requests by teaching customers how to fully utilize available banking tools and
mobile applications.
• Kept cash box accurate and secure with good management and monitoring abilities.

• Assisted with scheduling appointments for clients and visitors.
• Responded to customer inquiries via phone, email, and in person.
• Greeted customers warmly and made them feel welcome.
• Provided administrative support such as filing documents, photocopying and scanning materials.
• Maintained an organized reception area and ensured that all guests were attended to promptly.
• Answered incoming calls, directed them to appropriate personnel and took messages.
• Tracked office supplies inventory levels, placed orders for replenishment as needed and monitored deliveries upon arrival.
• Managed incoming and outgoing mail, courier services, faxes and other correspondence.
• Handled sensitive information in a confidential manner.

• Maintained strict compliance with banking standards, regulations, and laws.
• Upheld record-keeper requirements by fully documenting each transaction.
• Kept accurate drawer counts with correct handling of cash transactions.
• Retained and acquired customers by delivering exceptional service with friendly approach.
• Met customer needs consistently with knowledgeable and fast service.
• Worked effectively with diverse team to accomplish daily objectives and meet long-term goals.
• Helped team handle high-volume work by prioritizing tasks and organizing supplies.
• Secured funds with careful attention to bank processes and legal requirements.
• Managed efficient transactions such as deposits, plan contributions and supply purchases for checks or new cards.

• Balanced daily transactions on a computerized point-of-sale system.
• Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
• Processed returns and exchanges of merchandise in accordance with store policies.
• Resolved customer complaints professionally in accordance with company policy.
• Helped customers find specific products, answered questions, and offered product advice.
• Welcomed customers, offering assistance to help find store items.
• Provided excellent customer service while promoting loyalty programs to increase sales potential.
• Learned roles of other departments to provide coverage and keep store operational.
• Maintained the fitting room area in an orderly fashion, including hanging up clothes and organizing merchandise.