Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah Sanchez

Plantation

Summary

Diligent professional with solid background in customer service. Proven track record of efficiently resolving customer inquiries and maintaining high satisfaction rates. Demonstrated ability to leverage communication and problem-solving skills to enhance customer experience.

Overview

15
15
years of professional experience

Work History

Senior Representative

BMO, Bank Of Montreal
10.2021 - Current
  • Exceed customer satisfaction survey ratings for retail banking accounts and services.
  • Meet and exceed call handle times and quality standards.
  • Achieve high satisfaction rating through proactive one-call resolutions of customer issues.
  • Service mortgage and HELOC accounts by processing payments, providing escrow analysis, and processing service requests.
  • Successful cross- selling and customer education in relation to products and services.

Second Grade ELA Teacher

Youth Co-Op Preparatory Charter School
11.2019 - 06.2021
  • Planned lessons according to district standards to cover requirements and prepare for standardized testing.
  • Created IEPs and participated in meetings as needed.
  • Built positive relationships with parents to involve families in educational process.
  • Provided Tier 2 reading intervention to small groups.
  • Adapted to virtual and hybrid teaching during the COVID-19 pandemic.
  • Effectively collaborated with team teacher to address parent, student, and administrative needs.
  • Consistently provided differentiated instruction.

Receptionist

Sheridan West Animal Clinic
07.2019 - 11.2019
  • Triaged incoming patients to determine treatment needs and urgency of care.
  • Assisted vet techs with patient restraint for examinations.
  • Assisted with patient boarding: walking, feeding, administering medications, and play time.
  • Entered data from pet records and office visits into computer system using Cornerstone.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
  • Responded to correspondence from insurance companies to verify patient's coverage.
  • Created and maintained marketing and social media campaigns.

Teller

TD Bank
05.2017 - 07.2019
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Office Assistant

Natural Med Lab
11.2016 - 05.2017
  • Processed invoices and expenses using QuickBooks to facilitate on-time payment.
  • Expedited document processing with accurate data entry and timely filing.
  • Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
  • Drafted common document templates for use by executives and employees.
  • Supported executive staff with well-prepared reports, presentations, and meeting materials.
  • Strengthened office organization by implementing new filing systems and digital record-keeping practices.

Recruiter- Jr. Project Manager

20/20 Research
07.2012 - 10.2016
  • Adhered to scripts when conducting respondent interviews for market research studies.
  • Contributed to estimating and presenting project costs before project kick-off to set expectations, promote accountability and maintain sustainable profit margins.
  • Coordinated project meetings and confirmed relevant stakeholder awareness of tasks, goals and project timelines.
  • Prepared, maintained and distributed project reports to appropriate stakeholders.
  • Devised and prepared back-up plans for high-risk project phases staged for implementation on short notice.
  • Maintained tactical control of project budgets and timelines to keep teams on task and achieve schedule targets.

Teller

TD Bank
07.2010 - 07.2012
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Education

Bachelor of Science - Early Childhood Education

Florida International University

Skills

  • Attention to Detail
  • Organization
  • Data Entry
  • Bilingual: English/ Spanish
  • CRM proficiency
  • Communication

Timeline

Senior Representative

BMO, Bank Of Montreal
10.2021 - Current

Second Grade ELA Teacher

Youth Co-Op Preparatory Charter School
11.2019 - 06.2021

Receptionist

Sheridan West Animal Clinic
07.2019 - 11.2019

Teller

TD Bank
05.2017 - 07.2019

Office Assistant

Natural Med Lab
11.2016 - 05.2017

Recruiter- Jr. Project Manager

20/20 Research
07.2012 - 10.2016

Teller

TD Bank
07.2010 - 07.2012

Bachelor of Science - Early Childhood Education

Florida International University
Sarah Sanchez