Tonya Goates
Crawfordville,Florida
Summary
Dynamic professional with a proven track record at Wakulla Bank, excelling in customer service and account management. Skilled in HIPAA compliance and patient chart maintenance, I enhance client satisfaction through effective communication and organization. Recognized for streamlining processes, I consistently deliver results in high-pressure environments while maintaining confidentiality.
Overview
28
28
years of professional experience
Work History
Unit Secretary
Digestive Disease Clinic
Crawfordville, FL
07.2013 - Current
- Assisted in maintaining accurate medical records and documentation for patient visits.
- Processed insurance verification and pre-authorization requests efficiently for patient coverage.
- Supported administrative staff with clerical tasks, improving overall office productivity and organization.
- Assisted nursing staff with patient care, ensuring timely completion of tasks and improved patient satisfaction.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Maintained a clean, organized work environment for optimal efficiency in the delivery of patient care services.
- Contributed to positive patient experiences by greeting visitors, providing directions, and addressing inquiries professionally.
- Coordinated communication between medical staff and patients'' families, keeping everyone informed on treatment plans and progress updates.
- Consistently met deadlines for completing administrative tasks while managing competing priorities during high-pressure situations on the unit floor.
- Maintained patient confidentiality in line with HIPAA regulations.
- Supported office staff and operational requirements with administrative tasks.
Banking Associate
Wakulla Bank
Crawfordville, FL
06.1998 - 11.2012
- Facilitated customer inquiries and resolved account issues efficiently.
- Assisted in onboarding new clients, enhancing their banking experience.
- Maintained accurate financial records and transaction documentation.
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Fostered strong client relationships, providing personalized service and maintaining open communication channels.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Assisted customers with banking needs and inquiries.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Processed applications for new accounts.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Referred customers to other banking departments for specialized services.
- Received loan and utility payments, sending funds to correct destinations.
Education
Cosmetology - Cosmetology
Lively Vocational Technical
Tallahassee, FL08-1991
High School Diploma -
Gadsden Christian Academy
Havana, FL05-1989
Skills
Incoming call reception
Strong organization
Customer service
Telephone reception
Appointment scheduling
Incoming call management
HIPAA compliance
Patient chart maintenance
Patient scheduling
Appointment setting
Patient confidentiality practices
Payment collection
Patient reception
Phone reception
Follow-up appointment scheduling
Time management
Organization and time management
Scheduling tests and procedures
Cash handling
Flexible schedule
Calendar and appointment management
Timeline
Unit Secretary
Digestive Disease Clinic
07.2013 - Current
Banking Associate
Wakulla Bank
06.1998 - 11.2012
Cosmetology - Cosmetology
Lively Vocational Technical
High School Diploma -
Gadsden Christian Academy