Summary
Overview
Work History
Education
Skills
Educational Courses
Timeline
Generic

Sana Haseeb

Houston,Tx

Summary

Experienced professional with a strong background in customer satisfaction and operational efficiency at H&R Block Advisors. Recognized for critical thinking and delivering exceptional customer service, leading to improved client relationships. Proficient in Excel and verbal communication, with a keen ability to analyze data for informed decision-making and quality assurance. Passionate about utilizing interpersonal skills and technical expertise to enhance success and efficiency. Well-versed in cash handling and serving as the front-facing representative in a bank lobby.

Overview

3
3
years of professional experience

Work History

Client Service Professional

H & R Block Advisors
Katy, TX
12.2024 - Current
  • Answering questions and providing information
  • Resolving complaints and issues
  • Scheduling meetings and services
  • Managing accounts
  • Educating customers about products and services
  • Working with other teams to solve issues

Quality Analyst

Lubin'z Retailers LLC
Houston, TX
09.2023 - 09.2024
  • Analyzed quality and performance data to support operational decision-making
  • Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training
  • Recorded findings of inspection process, collaborating with quality team to implement corrective actions
  • Developed and maintained quality assurance procedure documentation

Bank Teller

Prosperity Bank
12.2022 - 08.2023
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
  • Educated customers on use of banking website and mobile apps
  • Logged cashier's checks and other transactions to maintain accurate account records
  • Placed orders for customer checks and verified starting numbers
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions
  • Counted, verified and handled bank deposits and armored car transactions
  • Executed wire transfers, stop payments and account transfers
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due

Accounts Receivable Assistant

Housing & Land Development
Houston, TX
05.2022 - 10.2022
  • Completed clerical tasks such as filing, copying, and distributing mail
  • Interacted with customers by phone, email, or in-person to provide information
  • Maintained and updated office records, both digital and physical
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
  • Updated accounting ledgers and journals to balance statements and maintain consistent records
  • Made payments through checkbooks and made check deposits

Education

Bachelors - Supply Chain Management

University of Houston
12-2025

High School Diploma -

Texas Virtual Academy
Hallsville

Skills

  • Verbal communication
  • Telephone etiquette
  • Excel
  • Critical Thinking
  • Professional Customer Service
  • Multi-tasking
  • People skills
  • Interpreting Test Results
  • Data entry skills
  • Word
  • Time management
  • Technical Data Reporting
  • Quality Assurance

Educational Courses

Microsoft BI Desktop for business Intelligence

Timeline

Client Service Professional

H & R Block Advisors
12.2024 - Current

Quality Analyst

Lubin'z Retailers LLC
09.2023 - 09.2024

Bank Teller

Prosperity Bank
12.2022 - 08.2023

Accounts Receivable Assistant

Housing & Land Development
05.2022 - 10.2022

Bachelors - Supply Chain Management

University of Houston

High School Diploma -

Texas Virtual Academy

Similar Profiles

CREATE PROFILE
Sana Haseeb