Suzanna Rios
HOUSTON,TX
Summary
Recognized for enhancing client satisfaction through compassionate support and effective communication. Committed to maintaining HIPAA compliance while streamlining processes, ensuring safety, and building strong patient relationships.
Overview
2027
2027
years of professional experience
Work History
Financial Services Representative
Memorial Hermann
Houston, TX
08.2022 - Current
- Team Lead
- Assisted clients with financial inquiries, ensuring timely and accurate responses.
- Processed account transactions efficiently, maintaining compliance with regulatory standards.
- Collaborated with team members to enhance customer service strategies and improve client satisfaction.
- Educated clients on available financial products, adapting presentations to meet diverse needs.
Preop Nurse Assistant
Houston Methodist
- Team Lead
- Assisted clients with financial inquiries, ensuring timely and accurate responses.
- Processed account transactions efficiently, maintaining compliance with regulatory standards.
- Collaborated with team members to enhance customer service strategies and improve client satisfaction.
- Educated clients on available financial products, adapting presentations to meet diverse needs.
Telephone Operator
Houston Methodist
Houston, TX
05.2021 - 03.2026
- Managed incoming calls efficiently, directing inquiries to appropriate departments.
- Provided accurate information to callers, ensuring clarity and professionalism.
- Assisted with scheduling appointments for patients and staff members.
- Maintained updated records of calls and messages for effective communication tracking.
- Coordinated emergency response communications following established protocols.
Financial Services Representative
Houston Methodist
Houston, TX
05.2021 - 03.2026
- Resolved customer issues by analyzing concerns and implementing effective solutions.
- Monitored account activities for discrepancies, ensuring accuracy in financial reporting.
- Supported onboarding processes for new clients, streamlining documentation procedures.
- Contributed to team training sessions, sharing best practices and improving overall performance.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Maintained updated records of all financial transactions to support traceability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
Education
High School Diploma -
Scarborough High School
Houston, TXHouston Community College
Houston, TX06.2026
Skills
Reliable team player
Patient care
Basic life support
Vital signs monitoring
HIPAA compliance
Direct patient care
Patient-focused care
Compassionate
Supporting personal needs
Safety precautions
Patient relationship building
Patient assessments
Timeline
Financial Services Representative
Memorial Hermann
08.2022 - Current
Telephone Operator
Houston Methodist
05.2021 - 03.2026
Financial Services Representative
Houston Methodist
05.2021 - 03.2026
Preop Nurse Assistant
Houston Methodist
High School Diploma -
Scarborough High School
Houston Community College