Tammie De Los Santos
Roswell
Summary
Dynamic professional with a results-driven mindset and a strong background in customer service at Edward Jones. Proven ability to enhance client relationships through personalized attention and effective communication. Skilled in cash management and branch operations, consistently delivering exceptional support while fostering a collaborative team environment.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Registered Branch Associate
Edward Jones
06.2019 - Current
- Increased customer satisfaction by providing efficient and friendly service at the branch.
- Strengthened client relationships with personalized attention and prompt resolution of inquiries or concerns.
- Provided exceptional customer care through active listening, empathetic understanding, and tailored recommendations based on individual needs.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
- Placed trades at direction of Financial Advisor
- Conveyed recommendations to clients per Financial Advisor's instruction
- Work as a team with Financial Advisor to serve all clients to the fullest.
- Contact clients to set review appointments.
- Work transfers into our branch.
- Deposit checks and ACH funds
- Review accounts prior to appointments for items that need updating or that are missing
- Provided support to other areas of the branch as needed, demonstrating adaptability and strong team spirit.
Medical Assistant Supervisor
ENMMC - Dr. Daniel Raes
06.2001 - 12.2006
- Enhanced team efficiency by providing ongoing training, guidance, and support to medical assistants.
- Assisted in maintaining a safe and clean work environment, adhering to infection control protocols and conducting regular safety audits.
- Oversaw daily operations of the clinic, coordinating with physicians and other healthcare professionals to optimize patient care delivery.
- Reduced wait times for patients by implementing an efficient triage system for urgent cases.
- Called and faxed pharmacies to submit prescriptions and refills.
- Organized team meetings regularly to discuss updates on clinic operations, address any questions or concerns from staff members, and promote open lines of communication throughout the department.
- Increased patient flow by optimizing medical assistant schedules and delegating tasks appropriately.
Medical Assistant
Dr. Virgil Herrin
1996 - 05.2001
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
- Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Performed phlebotomy tasks efficiently while ensuring minimal discomfort for patients during blood collection procedures.
Education
Robert H Goddard High School
Roswell, NMSkills
- Results-driven mindset
- Cash management proficiency
- Branch operations
- Professionalism and etiquette
- Excellent work ethic
- Customer service
- Team player
- Attention to detail
- Excellent time management skills
- Relationship building
Certification
- Series 7 License
- Series 66 License
- Insurance License
- Currently taking CHFC certificate courses.
Timeline
Registered Branch Associate
Edward Jones
06.2019 - Current
Medical Assistant Supervisor
ENMMC - Dr. Daniel Raes
06.2001 - 12.2006
Medical Assistant
Dr. Virgil Herrin
1996 - 05.2001
Robert H Goddard High School
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