Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Patient Service Specialist
Vanderbilt Medical Center
01.2024 - Current
Improved patient satisfaction by providing efficient and friendly service during check-ins, registrations, and scheduling appointments.
Ensured HIPAA compliance by maintaining strict confidentiality of patient information while handling sensitive documents.
Adapted quickly to changing policies or procedural updates within the clinic, maintaining consistent levels of efficiency and accuracy in daily tasks.
Reduced wait times for patients by optimizing appointment schedules and coordinating with clinical staff.
Increased patient loyalty through timely follow-up calls and addressing inquiries or concerns.
Promoted a positive atmosphere within the workplace by actively participating in team meetings and consistently demonstrating professionalism in all interactions.
CLIENT SERVICES SPECIALIST
UBS Financial Service
09.2020 - Current
Answer inbound calls for our external clients as well as our internal clients at the branches supporting Financial Advisors and csa's on the products offered, i.e., mutual funds, investment accounts, etc
I educate clients on account services and capabilities
I assist with computer troubleshooting , support, document and ticket calls
Assisted customers with account set-up, billing inquiries and product orders
Perform case management to provide outstanding client services and meet company's mission
Handle escalated calls professionally by listening carefully to the needs of each individual customer before offering appropriate solutions
Collaborated with other departments to ensure timely resolution of escalated customer issues
Developed in-depth knowledge of company products and services to better assist customers and branches
Fed wires incoming/outgoing, payments processing, ach, eft and bill pay.
ASSISTANT BRANCH MANAGER
Suntrust, Truist Financial
06.2019 - 09.2020
Assessed teller needs at each and every counter
Assisted Tellers in checking cashing, receiving checks for deposits
Counting currencies and coins, handling cash to clients against pay orders and bank drafts
Enforced branch compliance with audit and regulatory procedures
Directed daily branch operations, leading the team to exceed monthly sales goals
Conducted regular audits of branch activities to ensure accuracy in all areas of operation
Completed weekly scheduling to maintain adequate teller coverage
Performed daily branch operations including opening and closing procedures, customer service, cash management and administrative duties
Provided leadership to ensure the highest level of customer service was achieved through coaching, training and mentoring staff members
Oversaw individual accountability for cash handling.
PERSONAL BANKER
US BANK
10.2018 - 06.2019
Received checks and cash for deposit, verifying amounts and checking for accuracy of deposit slips
Generated sales leads through outbound calls or referrals from existing customers
Exceeded branch expectations and banking goals by teaming up with associates in closing potential leads
Helped clients troubleshoot and resolve issues with ATM machines and online banking services
Compiled information about new accounts, enter account information into computers and file related forms and other documents
Assisted management in developing marketing strategies for expanding client base
Identified cross-selling opportunities and recommended banking products and services to customers
Participated in branch sales meetings and training sessions to stay informed of new banking products and services
Needed for opening accounts and renting safe-deposit boxes
Informed customers of procedures for applying for services, such as ATM cards, direct deposit of checks and certificates of deposit
Processed deposits, withdrawals, transfers, payments, check cashing and other transactions accurately and efficiently
Organized documents for loan processing including income verification statements and credit reports
Executed wire transfers of funds
Performed foreign currency transactions and sold traveler's checks
Assisted customers with loan applications and credit card requests.
VAULT TELLER
US BANK
02.2017 - 10.2018
Conducted audits of vault records to ensure accuracy and completeness
Processed cash shipments from banks using advanced computer systems
Examined checks for endorsements and to verify other information, such as dates, bank names, identification of persons receiving payments and legality of documents
Verified and post armored car deposits
Counted currency, coins and checks received, by hand, and using currency-counting machine, to prepare them for deposit and shipment to branch banks and Federal Reserve Bank
Performed clerical tasks, such as typing and filing
Maintained security of vault area, including the use of dual control procedures for access
Promoted bank products and services to consistently meet cross-selling goals
Ensured compliance with all federal regulations related to banking activities
Exhibited strong organizational skills while managing multiple tasks simultaneously
Informed customers about foreign currency regulations and computed transaction fees for currency exchanges
Trained new staff on vault teller operations, policies, and procedures
Skilled in using various software applications and programs including Microsoft Office and Adobe Creative Suite.
SMALL BUSINESS OWNER
Myself
01.2010 - 02.2017
Created and implemented marketing and advertising strategies for strategic growth to support company's revenue
Assessed, optimized and elevated operations to target current and expected demands
Monitored market conditions to set accurate pricing structures and take advantage of emerging trends
Developed and implemented an effective marketing strategy to increase brand awareness and customer base
Negotiated contracts with suppliers to maximize profits while maintaining quality standards
Developed and maintained relationships with clients and business partners.
STYLIST
GREAT Clips
02.2006 - 07.2015
Cut and trim hair according to clients' instructions and/or current hairstyles, using clippers, combs, hand-held blow driers, and scissors' card files on clientele, recording notes of work done, products used and fees charged after each visit
Kept up-to-date knowledge about new hairstyling products available in the market
Suggested hairstyles compatible with client physical features or determined style from client instructions and preferences
Developed strong customer service skills by providing excellent client consultations
Demonstrated advanced skills in cutting, coloring and styling hair for a variety of clients
Effectively managed time between multiple appointments to ensure customer satisfaction.