Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tiffany Goguen

New Smyrna Beach

Summary

Personable and hardworking professional looking to continue in a career that allows me to serve others and bring value to the workplace. Experienced professional possesses an extensive knowledge of banking operations and procedures to successfully assist customers with their banking needs. Excellent communication and problem-solving skills, as well as an unwavering commitment to providing superior customer service.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank of America
01.2024 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Facilitated customer financial success by linking them with consumer and small business partners.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Ensured adherence to security standards and company policies.
  • Handled cash transactions efficiently.

Financial Specialist

Workers Credit Union
03.2022 - 01.2024
  • Provided excellent customer service to members, with a special focus on resolving any issues in a timely and efficient manner.
  • Processed ATM deposits and reconciled against reports.
  • Assisted customers with routine inquiries regarding account balances and accounted information.
  • Initiated quality financial wellness conversations to add value to customers relationships.
  • Earned customer confidence and protected bank operations by keeping information confidential.
  • Acted as digital ambassador to transition customers to digital solutions.
  • Processed customer transactions in accordance with established policies and procedures to provide efficient flow of bank's customers.
  • Profiled customers to identify banking needs, referring to appropriate banking personnel and products.
  • Contributed to fraud detection support, documenting suspicious activity and reporting flagged transactions.
  • Educated customers on how to use banking products, services, and other financial solutions.
  • Utilized marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
  • Participated in branch sales meetings and training sessions to stay informed of new banking products and services.
  • Analyzed client financial needs, suggested appropriate financial services, and prepared loan applications.

Teller/CSR

Avidia Bank
04.2021 - 03.2022
  • Identified and resolved cash discrepancies to maintain precise cash flow data.
  • Maintained security protocols for cash drawers.
  • Executed procedures for establishing banking accounts.
  • Performed maintenance requests for debit cards, check re-orders, cashier’s checks, change of address and loan payoffs
  • Managed cash flow for ATMs, drawers, vault, and cash machines.
  • Promoted diverse banking products including credit cards, loans, and various account types.
  • Adhered to all policies while maintaining confidentiality of customer accounts.
  • Consistently delivered exceptional customer service and built trust.

Patient Services Representative

Aspen Dental
02.2020 - 04.2021
  • Maintained strict confidentiality of protected health Information to comply with HIPAA regulations.
  • Assisted patients with completing paperwork and understanding medical terminology.
  • Scrutinized prescriptions and referrals for accuracy to verify patient service and treatment.
  • Input patient data into the electronic medical record system accurately and efficiently.
  • Obtained proper authorization and identification prior to release of confidential medical records.
  • Scheduled appointments and assisted with referrals.
  • Processed payments and reconciled accounts.
  • Verified patient insurance coverage before scheduling appointments or providing treatment.
  • Answered phone inquiries from patients regarding their healthcare needs.
  • Communicated delays in appointments and offered rescheduling.

Teller/CSR

TD Bank
09.2014 - 02.2020
  • Established relationships with customers to build trust and loyalty.
  • Executed wire transfers of funds.
  • Monitored banking regulations and maintained compliance with all banking and financial policies.
  • Opened new checking and savings accounts, money market accounts and safe deposit boxes.
  • Assessed client financial situations to develop strategic financial planning solutions.
  • Delivered personalized customer service relating to questions and promptly resolved basic problems on customer accounts.
  • Engaged customers and prospects using questions to discover financial needs.
  • Supported branch in achieving individual and team goals while acting in customer's best interest.
  • Referred customers to specialists and other lines of business to fulfill specialized needs.
  • Served as official witness during signing of important legal documents to prevent fraud.
  • Assisted management in bank opening and closing procedures.
  • Verified customer identification documents for new accounts.
  • Completed financial transactions, including deposits, withdrawals, and loan payments.

Education

High School Diploma - undefined

Fitchburg High School
Fitchburg, Massachusetts

Skills

  • Ability to work under minimal supervision
  • Prioritize work
  • Seeking continuous improvement
  • Recognize own strength and weakness
  • Customer Relationship Management
  • Patience and professionalism
  • Business Development
  • Customer Satisfaction
  • Problem solving abilities

Certification

  • NMLS
  • Notary Public

Timeline

Relationship Banker

Bank of America
01.2024 - Current

Financial Specialist

Workers Credit Union
03.2022 - 01.2024

Teller/CSR

Avidia Bank
04.2021 - 03.2022

Patient Services Representative

Aspen Dental
02.2020 - 04.2021

Teller/CSR

TD Bank
09.2014 - 02.2020

High School Diploma - undefined

Fitchburg High School

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