Universal Banker with over 18 years of customer service, consistently driving growth through effective cross-selling and streamlined processes. Demonstrates expertise in cash handling and compliance, with a proven track record of enhancing branch productivity and client satisfaction. Committed to leveraging extensive knowledge in financial transactions to innovate and inspire team success in dynamic environments.
Overview
19
19
years of professional experience
Work History
UNIVERSAL BANKER
Truist Financial
Macon, GA
07.2022 - Current
Process transactions, ensuring accuracy and security compliance.
Enhance client satisfaction by effectively cross-selling bank services.
Address customer inquiries, providing clear and helpful information.
Contribute to team success through collaborative efforts.
Managed diverse financial transactions, ensuring accuracy and compliance while delivering exceptional customer service in a fast-paced banking environment.
Implemented efficient processes for night deposits and package forwarding, streamlining operations and enhancing overall branch productivity.
Consistently exceeded cross-selling targets by effectively communicating new services and promotions, driving significant growth in product adoption.
Maintained impeccable cash drawer balance and adhered to strict security protocols, safeguarding bank assets and ensuring operational integrity.
Contributed to team success through seamless coordination of opening and closing procedures, fostering a cohesive work environment.
Optimize financial transactions and cross-selling strategies, driving substantial growth in product adoption while maintaining impeccable cash drawer balance.
Executed daily banking operations, including transactions and account management, ensuring exceptional customer service.
BENEFITS VERIFICATION SPECIALIST
MMC Group/ Amerisourcebergen
11.2020 - 02.2022
Company Overview: Remote
Worked in a virtual setting with live records, training, and screen sharing through Microsoft Office Teams.
Verified healthcare insurance by online resources or tools.
Outbound calls to Private Commercial, Medicare and Medicaid health insurance payers.
Completed PRL Document processing and Prior Authorization for pharmacy benefits.
Checked and enrolled patients for Copay Card Program approval accordingly to verification of federal government assistance.
Entered data entry specific to patients' healthcare guidelines for medical and pharmacy benefits.
Identified ICD-codes for coverage.
Reported adverse events.
Remote
NUTRITION CASHIER
Bibb County Public School District
Macon, GA
03.2006 - 10.2020
Prepared fruits, veggies, and entrees for students and staff.
Ensured students have reimbursable meals for breakfast and lunch.
Stocked items such as milk, juices, condiments, and essentials.
Processed sales, operated cash drawer, collected money for meals and food items.
Balanced cash received daily.
Stored leftover food items, labeled for expiration, and recorded/maintained food temperatures.
Adhered to policies and procedures for regulatory standards in handling food.
Collaborated with staff to ensure food is prepared and delivered in a timely matter.
RETAIL SALES SPECIALIST
O'Reilly Auto Parts
Macon, GA
07.2009 - 05.2018
Assisted customers on the front counter/phone with parts and accessories.
Processed on-line orders for customers and commercial accounts.
Delivered parts to commercial shops, changed price labels, planograms, and restocked products.
Operated cash register, scanners, and itemize the total of customers' purchases.
Checked customers batteries, alternators, and engine diagnostics.
Handled customer inquiries, complaints, pricing questions, and service requests.