Ruby Cantu Valadez

• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Maintained a professional and welcoming environment for clients, contributing to an overall positive experience.
• Responded to inquiries from callers seeking information.
• Directed phone inquiries, answered customer questions, and scheduled appointments.
• Increased client retention by providing exceptional service while managing check-in and check-out processes.
• Coordinated master schedule by booking and rescheduling appointments and balancing workloads.
• Handled financial transactions accurately by processing payments, issuing receipts, and maintaining detailed records of all transactions.
• Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
• Enhanced customer satisfaction by promptly addressing inquiries and concerns at the front desk.
• Supported staff members with administrative tasks, improving productivity across various departments.
• Managed inventory supplies, reducing waste and ensuring availability of essential materials for daily operations.
• Updated client databases regularly while maintaining accuracy in contact details comprehensively.
• Processed payments and informed individuals of further financial responsibility to facilitate timely payments.

● Built strong rapport with new and existing clients to better
serve financial needs and promote branch loyalty.
● Increased efficiency and drove branch revenue by
optimizing daily operations.
● Developed and maintained client rapport to meet financial
service needs and drive branch loyalty.
● Educated customers on variety of loan products and
available credit options to promote valuable
decision-making.
● Complied with company policies and government
regulations to prevent and detect rule violations and protect
organization from fines and lawsuits.
● Analyzed applicants financial status credit and property
evaluation to determine feasibility of granting loans.
● Coordinated special update and conversion projects and
monitored key performance metrics.
● Completed month-end and year-end closings, kept records
audit-ready and monitored timely recording of accounting
transactions.
● Led banking tasks, business administration and financial
decision-making to ensure first-class client services.

• Collaborated with senior management to develop strategic plans for branch expansion and improvement initiatives.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.

• Improved first-call resolution rates by efficiently managing customer issues and complaints.
• Upheld data security standards while documenting customer interactions within the company''s CRM system, ensuring accuracy and confidentiality.
• Contributed to maintaining a positive work environment through active participation in team meetings, trainings, and workshops.
• Reduced call wait times by quickly identifying customer needs and directing them to the appropriate department or resource.
• Assisted customers in navigating company website or online portal to facilitate self-service solutions where appropriate.

● Displayed strong telephone etiquette, effectively handling
difficult calls.
● Answered 60+ inbound calls per day and directed to
individuals or departments.
● Educated clients on how-to conduct transactions with
convenient online solutions.
● Improved service quality and increased sales by developing
strong knowledge of company's products and services.
● Recommended,selected and helped locate merchandise
based on customer needs and desires.
● Reviewed customer financial data to ascertain level of risk
involved for extending credit.
● Requested financial documents from customers.
● Exceeded customer satisfaction by finding creative solutions
to problems.