Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sierra Trevino

Early,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Detail oriented individual with multiple years experience in customer service and finance, now working in HIM.

Overview

12
12
years of professional experience

Work History

Prep/Scan/Analyst

HMCB
02.2024 - Current

Responsible for preparing and scanning health records for correct chart order according to required standards.


Monitors integrity of the medical records and performs quality control


Meets document imaging turn around time as set by institution

Assistant Controller

Citizens National Bank Main Branch
05.2023 - Current
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Sent and received wires, working with customers to obtain necessary information.
  • Utilized Excel Spreadsheets to keep track of specific transactions on a daily basis.

New Accounts Representative

Citizens National Bank Main Branch
03.2020 - Current
  • Greeted customers and delivered information about new account processes.
  • Opened checking and savings accounts,and certificates of deposit, as well as printed debit cards and temporary checks.
  • Maintained customer records and updated account information.
  • Typed account verification letters and filled out direct deposit forms for customers.
  • Scanned and filed all new account paperwork.

Financial Service Representative

Citizens National Bank Wal-mart Branch
07.2016 - 03.2020


  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Assisted with training of new tellers on policies and procedures.
  • Performed vault, alarm and door duties to facilitate opening and closing of operations.
  • Regularly stocked and serviced ATM
  • Collected customer information and completed new account forms.


Drive-Thru Teller

Citizens National Bank Drive-Thru
05.2016 - 07.2016
  • Balanced cash drawer daily and resolved discrepancies.
  • Answered customer inquiries regarding account balances, transaction history, and services charges.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained friendly and professional customer interactions.
  • Received mortgage and loan payments, verifying payment dates and amounts due.
  • Disbursed cash accurately while maintaining security of cash drawers.

Take-Out Server

Underwoods Cafeteria
06.2013 - 05.2016
  • Greeted customers and answered inquiries regarding menu items and specials.
  • Followed safety and sanitation policies while handling food and beverages to uphold proper health standards.
  • Demonstrated knowledge of menu items and corresponding ingredients.
  • Processed customer payments and balanced cash drawers.
  • Cross-trained in other kitchen positions to support staff and meet customer needs and demands.

Cashier

Underwoods Cafeteria
01.2013 - 05.2013
  • Built relationships with customers to encourage repeat business.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Handled cash with high accuracy and took care to check bills for fraud.
  • Worked flexible schedule and extra shifts to meet business needs.

Server

Underwoods Cafeteria
05.2012 - 12.2012
  • Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
  • Set positive tone for entire dining experience as first point of contact for incoming guests.
  • Served food and beverages promptly with focused attention to customer needs.
  • Cultivated warm relationships with regular customers.

Education

Howard Payne University
Brownwood, TX

Business Economics

Tarleton State University
Stephenville, TX

Skills

  • Excellent Customer Service
  • Electronic Data Entry
  • Ledger and Balance Sheet Competency
  • Proficiency in Financial Services
  • Task Prioritization
  • Excellent Communication
  • Advertising and Marketing
  • Document organization
  • Document Scanning
  • Indexing Documents

Timeline

Prep/Scan/Analyst

HMCB
02.2024 - Current

Assistant Controller

Citizens National Bank Main Branch
05.2023 - Current

New Accounts Representative

Citizens National Bank Main Branch
03.2020 - Current

Financial Service Representative

Citizens National Bank Wal-mart Branch
07.2016 - 03.2020

Drive-Thru Teller

Citizens National Bank Drive-Thru
05.2016 - 07.2016

Take-Out Server

Underwoods Cafeteria
06.2013 - 05.2016

Cashier

Underwoods Cafeteria
01.2013 - 05.2013

Server

Underwoods Cafeteria
05.2012 - 12.2012

Howard Payne University

Business Economics

Tarleton State University
Sierra Trevino