Sandra Saldana
Houston
Summary
Proven leader in customer service and relationship building by delivering exceptional service, significantly enhancing client satisfaction. Skilled in cash handling and team leadership. Motivated to maintain customer service satisfaction and contribute to company success.
Overview
15
15
years of professional experience
Work History
Financial Services Representative
PrimeWay FCU
07.2022 - 06.2024
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services.
- Developed client relationships.
- Process payments, stop payment requests and ACH requests
- Assist customers with opening or closing accounts and completing loan applications.
Teller
PrimeWay FCU
03.2015 - 06.2022
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- 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.
- Maintained accurate records of customer transactions in line with bank procedures.
- Generated monthly reports on customer activity and customer feedback.
- Trained new hires on customer service policies and procedures.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
Cashier
Chevron
06.2009 - 02.2015
- Greet guests upon entrance.
- Restocked and organized merchandise in front lanes.
- Worked flexible schedule and extra shifts to meet business needs.
- Assisted customers with returns, refunds and resolving transaction issues.
- Stocked, tagged and displayed merchandise as required.
- Worked with floor team and managers to meet wide range of customer needs.
- Operated cash register to record transactions accurately and efficiently.
Drive-Thru Cashier
McDonald's
03.2009 - 05.2009
- Took orders at drive-thru or front counter and accurately processed payments to provide guests with great service.
- Understood restaurant menu, limited-time offers and promotions to answer guest questions.
- Demonstrated outgoing and friendly behavior and positive attitude and interacted well with staff and customers.
- Resolved problems with orders quickly and offered refund or replacement.
Education
High School Diploma -
Furr High School
Houston, TX05-2008
Skills
- Customer relationship building
- Customer Service
- Leadership
- Cash handling
Timeline
Financial Services Representative
PrimeWay FCU
07.2022 - 06.2024
Teller
PrimeWay FCU
03.2015 - 06.2022
Cashier
Chevron
06.2009 - 02.2015
Drive-Thru Cashier
McDonald's
03.2009 - 05.2009
High School Diploma -
Furr High School
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