Thalia Zavala
El Mirage,Arizona
Summary
623 500 1118 Knowledgeable and dedicated customer service professional with extensive experience in Financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
Work History
Client Support Specialist
Silicon Valley Bank
Tempe, AZ
11.2021 - 07.2022
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
- Interacted with team members across departments to research and resolve customer issues.
- Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
- Verified basic needs are being met, providing navigation assistance for various benefits and available services.
- Maintained up-to-date knowledge of product and service changes.
- Communicated professionally with colleagues, freelancers and clients.
- Applied highly effective selling skills while properly engaging and presenting solutions to customers.
Specialist
Desert Financial Credit Union
Buckeye, AZ
08.2020 - 09.2021
- Responsible for creating exceptional member experiences by processing transactions, managing accounts, and providing consultative experience to assist members with identifying products and/or services that would strengthen their financial situation
- Provide exceptional experiences with high level of integrity, professionalism, and charisma while performing member service inquiries including; account maintenance, ownership changes, wire requests, IRA transactions, automatic transfer requests, and disputes, and serve as notary public
- Process consumer inquiries and financial transactions accurately, assist with operational responsibilities, and maintain flexibility between performing service and sales-related transactions
- Consistently achieve or exceed pre-determined monthly performance metrics by maintaining thorough knowledge of products and services available to members in effort to improve their personal financial well-being.
Teller
Desert Financial Credit Union
Glendale, AZ
02.2018 - 08.2019
- Account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services
- Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
- Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures
- Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency
- Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.
Teller I
Valley State Bank
Wichita, KS
01.2017 - 06.2017
- Account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services
- Records transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
- Completes special requests by closing accounts; taking orders for checks; opening and closing christmas and vacation clubs; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures
- Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency
- Complies with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.
Wait Staff
Glencroft Retirement Community
Glendale, AZ
08.2015 - 08.2016
- As a glencroft employee I've been able to grow in so many different ways
- I've learned compassion, patients, and excellent customer service
- I've worked with all type of residents with all sorts of disabilities
- The position that i currently work as is waitstaff
- It's our duty to make their meal their high light of their day.
Sales Associate
Saks Fifth Avenue Off
Glendale, AZ
04.2015 - 08.2015
- Assisted management team on new store setup; processed freight, sized and censored product as needed, set up store to adjacency and company standards
- Specializes in the shoe department, customer service, POS registers, sales floor recovery, and fitting rooms.
Sales Associate
Express Factory Outlet
Glendale, AZ
10.2014 - 03.2015
- Assisted management team on new store setup; unloaded and processed freight, sized and censored product as needed, set up store to adjacency and company standards
- Specialized in customer service,
- POS registers, sales floor recovery, and fitting rooms.
Education
Aesthetician -
Avalon School of Cosmetology
Phoenix, AZ07.2016
Dysart High School
El Mirage 05.2014
Skills
- Union
- Additional Information
- Customer Service
- Bilingual
- Leadership skills
- Time Management/Organization skills
- Multitasker
- Auditing
- Banking
- POS
- Accounting
- Administrative Experience
- Microsoft Office
- Sales
- Financial Services
- Languages
- Courteous with Strong Service Mindset
- Interpretation and Translation Services
- Needs Assessment
- Efficient and Detail-Oriented
- Understanding Customer Needs
- Upbeat and Positive Personality
- Online Systems
Additional Information
- Willing to relocate: Anywhere Authorized to work in the US for any employer Willing to relocate: Anywhere, Authorized to work in the US for any employer
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Client Support Specialist
Silicon Valley Bank
11.2021 - 07.2022
Specialist
Desert Financial Credit Union
08.2020 - 09.2021
Teller
Desert Financial Credit Union
02.2018 - 08.2019
Teller I
Valley State Bank
01.2017 - 06.2017
Wait Staff
Glencroft Retirement Community
08.2015 - 08.2016
Sales Associate
Saks Fifth Avenue Off
04.2015 - 08.2015
Sales Associate
Express Factory Outlet
10.2014 - 03.2015
Aesthetician -
Avalon School of Cosmetology
Dysart High School
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