Summary
Overview
Work History
Education
Skills
Timeline
Generic

Stacey Poitras

Eagle Springs,NC

Summary

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Highly-motivated with a desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Devoted to giving every customer a positive and memorable experience.

Overview

18
18
years of professional experience

Work History

Bank Teller

First Bank
10.2019 - Current
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Performed cash handling duties including counting currency, coins and checks.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Educated customers about different types of banking services available at the branch.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Provided assistance to other tellers during peak business hours as needed.
  • Researched customer inquires regarding their accounts using internal banking systems.
  • Followed strict compliance guidelines when completing financial transactions for customers.
  • Processed loan payments by verifying funds availability prior to disbursing funds.
  • Resolved customer disputes promptly in accordance with bank policies and procedures.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Entered transactions into computer and issued customer receipts.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Explained bank services, financial products and applicable fees to customers.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Maintained confidentiality of bank records and client information.
  • Built and maintained client relationships through quality, personalized interactions.
  • Delivered exceptional service to customers in person or over telephone.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Adhered to financial services security and audit procedures.
  • Directed specific questions to appropriate branch personnel.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Resolved problems or discrepancies concerning customers' accounts.

Patient Specialist

Sandhills Orthopedic and Spine
08.2016 - 09.2019
  • Collected co-pays and payments from patients for services rendered.
  • Answered incoming calls and provided assistance to callers as needed.
  • Responded to inquiries from patients regarding their accounts or billing issues.
  • Performed data entry into computer systems for patient information updates or changes.
  • Resolved complaints from customers in a timely manner while ensuring compliance with policies and procedures.
  • Processed referrals for specialist visits according to established guidelines.
  • Reviewed patient charts prior to appointment arrival to ensure accuracy of information entered into system.
  • Coordinated with physicians' offices on test results and other pertinent information related to patient care.
  • Performed administrative tasks such as filing paperwork, preparing reports.
  • Managed front desk operations including greeting visitors and patients upon arrival.
  • Facilitated communication between medical staff members regarding patient care plans.
  • Provided education materials about health topics relevant to the practice's specialty area.
  • Collaborated with clinical and administrative staff to meet patient needs.
  • Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
  • Explained policies, procedures and services to patients.
  • Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
  • Obtained informed consent and payment documentation from patients and filed in system.
  • Received patient inquiries or complaints and directed to appropriate medical staff members.
  • Verified documentation methodically to avoid critical errors impacting care delivery and payments for services.
  • Organized timely and accurate referrals to help patients obtain health care services and access available resources.
  • Instructed patients on policies and required actions for different types of appointments and procedures.
  • Counselled patients on potential financial liabilities and payment requirements.
  • Compiled information from patients and caregivers or family members to identify care concerns.
  • Provided customer service to patients and families in a medical setting.

Patient Service Representative

Lincare Respiratory
08.2015 - 02.2016
  • Answered phones, completed forms, processed payments.
  • Greeted patients upon arrival and directed them to the appropriate area.
  • Provided customer service by answering patient questions and addressing concerns.
  • Verified insurance information, collected payments, and scheduled appointments.
  • Assisted with the completion of medical forms and records.
  • Maintained a clean and organized reception area.
  • Answered incoming calls in a professional manner.
  • Processed referrals from primary care physicians to specialists for further treatment or evaluation.
  • Ensured all necessary paperwork was completed prior to patient visits.
  • Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
  • Sorted and distributed incoming mail daily.
  • Inputted patient demographic data into electronic health record system.
  • Scanned documents into electronic health record system as needed.
  • Performed administrative duties such as filing, faxing, photocopying.
  • Prepared letters and documents for mailing as requested by supervisor or physician staff.
  • Reviewed patient accounts for accuracy on a regular basis.
  • Assisted with scheduling follow-up appointments according to provider availability.
  • Adhered to HIPAA regulations when handling confidential patient information.
  • Maintained accurate records of services provided during each visit or procedure.
  • Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Scanned completed forms, identification and insurance cards, maintaining patient documents folder.
  • Scheduled and confirmed patient appointments with patients and healthcare professionals.
  • Documented and managed patient information in computer system.
  • Answered patient questions and fielded complaints to resolve issues.
  • Registered patients by verifying records to update computer system and patient charts.
  • Obtained proper authorization and identification to release confidential medical records.
  • Provided helpful assistance by anticipating and responding to needs of patients and family members.
  • Obtained insurance verification and authorization to submit financial clearance of patient accounts.

USPS

USPS
01.2007 - 07.2013
  • Worked at retail window and delivered the mail.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Collaborated with others to discuss new opportunities.
  • Recognized by management for providing exceptional customer service.
  • Delivered products to customer locations on time.

Education

Associate in Medical Assisting -

Montgomery Community College
06.2009

Skills

  • Customer Service Skills
  • Money Handling
  • Professionalism and Courtesy
  • Patience and Empathy
  • Transaction Processing
  • Cash counting
  • Listening and Comprehension
  • Data Entry Efficiency
  • Sales and Cross-Selling
  • Balance Transfers
  • Stress Tolerance
  • Transaction processing accuracy
  • Fraud Detection Abilities
  • Signature Verification
  • Strong Work Ethic
  • Excellent time management skills
  • Exceptional customer service
  • Positive
  • Approachable
  • Compliance, banking laws, and regulations
  • Friendly
  • Conflict resolution techniques
  • Honest and Dependable
  • Reliable and Responsible
  • Team Cooperation
  • Night and Safe Deposit Procedures
  • Customer relationship development
  • Basic Computer Skills (10 years)
  • Current Notary (4 years)
  • Hipaa Protocol Adherence
  • Data Collection
  • Relationship Building
  • Multi-Line Phone Operations
  • Customer Service
  • Documentation
  • Teamwork and Collaboration
  • Multitasking and Organization
  • Critical Thinking
  • Proficiency in Microsoft Office Applications
  • Work Prioritization
  • Regulatory Compliance
  • Customer Needs Assessment

Timeline

Bank Teller

First Bank
10.2019 - Current

Patient Specialist

Sandhills Orthopedic and Spine
08.2016 - 09.2019

Patient Service Representative

Lincare Respiratory
08.2015 - 02.2016

USPS

USPS
01.2007 - 07.2013

Associate in Medical Assisting -

Montgomery Community College

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Stacey Poitras