Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant
U.S. Bank
Pacific Grove, CA
06.2023 - 03.2025
Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Coordinated with external partners and vendors to deliver comprehensive solutions that meet clients' diverse needs.
Branch Service and Sales Officer
Union Bank
Pacific Grove, Ca
09.2022 - 05.2023
Assisting and educating clients on self service banking options
Building strong lasting financial relationships with customers
Perform teller transactions and maintain cash drawers within prescribed cash limits and meet cash balancing requirements
Open deposit accounts and sell banking products as appropriate for customer's needs
Assist Branch Manager to ensure consistent and exceptional experiences are provided to foster customer satisfaction and retention
Effectively resolve problems, exceptions, and account adjustments
Leverage available resources and technologies to optimize customer experience and serve our customers with operational excellence and accuracy
Medical Receptionist
Salinas Valley Medical Clinic-Imaging
Salinas, Ca
08.2020 - 09.2022
Registered patients in the digital medical records database.
Schedule patients appointments and procedures in various modalities
Screen and record messages from physician and staff
Checked patient insurance, demographic, and health history to keep information current.
Provided compassionate customer service, creating a welcoming atmosphere for patients and their families.
Administrative Assistant
Salinas Valley Imaging
Salinas, Ca
02.2018 - 03.2020
Interacted regularly with Radiologists, Director and CAO.
Maintained spreadsheets on a weekly, monthly, and quarterly basis.
Provided support to Medical Scheduling Department along with overseeing Front Desk Lobby.
Front Desk Administrative Assistant
Color Spot Nursery
Salinas, Ca
02.2006 - 02.2018
Increased office efficiency with proactive inventory management of office supplies and raw materials.
Streamlined office operations for increased productivity with effective administrative tasks management.
Partnered directly with the HR department.
Sales
JCPenney
Salinas, Ca
01.2005 - 12.2005
Administer floor for customers and associates
Handled balancing of six registers daily.
Work with 50-75 customers daily
Education
Associates in Applied Science degree - Business Administration
Heald College
01.2006
Skills
Communicate effectively in English and Spanish
Detailed oriented
Knowledge in EPIC, SAP and Medinformatix
Client relationships
Multitasking and organization
MS office
Certification
Community Healthcare Worker, 04/01/22
Timeline
Client Relationship Consultant
U.S. Bank
06.2023 - 03.2025
Branch Service and Sales Officer
Union Bank
09.2022 - 05.2023
Medical Receptionist
Salinas Valley Medical Clinic-Imaging
08.2020 - 09.2022
Administrative Assistant
Salinas Valley Imaging
02.2018 - 03.2020
Front Desk Administrative Assistant
Color Spot Nursery
02.2006 - 02.2018
Sales
JCPenney
01.2005 - 12.2005
Associates in Applied Science degree - Business Administration