Vanessa Montanez
Chicago,IL
Summary
Dynamic professional with a proven track record at Chase Bank, adept in money handling and operational risk management. Excelled in educating clients on digital tools and promoting banking products, significantly enhancing customer satisfaction. Demonstrated exceptional communication skills and a strong commitment to team goals and client privacy.
Overview
10
10
years of professional experience
Work History
Associate Banker
Chase Bank
Chicago , IL
06.2021 - Current
- Demonstrating strong knowledge of Chase policies, procedures, and compliance requirements.
- Supporting branch operations by balancing cash drawers and vaults.
- Collaborating with team members to achieve branch sales goals.
- Assisting clients in opening new accounts, including checking and savings accounts, credit cards, and explaining various banking products and services.
- Resolving customer issues and concerns promptly, maintaining a high level of client satisfaction.
- Promoting facility security by monitoring customer behaviors and following establishing protocols to protect individuals and assets.
- Educating clients on digital banking tools, such as mobile banking apps, and online account management.
Receptionist
All for Women's Health Care
Chicago
05.2019 - 08.2019
- Managed front desk operations, including greeting patients, scheduling appointments, and answering multi-line phone systems.
- Maintained patient records with accuracy and confidentiality, ensuring compliance with HIPAA regulations.
- Handled insurance verification and processed billing information efficiently.
- Assisted patients with completing necessary paperwork, and provided information about clinic services.
Secretary
Lakeshore Women's Health Specialists
Chicago
12.2014 - 01.2016
- Systematized and accessed charts for healthcare providers.
- Managed patients' records with examination findings, wellness details, and referral notes.
- Scheduled and confirmed patient appointments, follow-ups, and medical procedures.
- Provided exceptional customer service, addressing patient inquiries and concerns promptly.
Education
Bachelor of Science - Community Health
University of Illinois At Urbana-Champaign
Champaign, IL05.2019
Skills
- Educating clients
- Operational risk
- Money handling
- Promoting products
- Strong communication
Timeline
Associate Banker
Chase Bank
06.2021 - Current
Receptionist
All for Women's Health Care
05.2019 - 08.2019
Secretary
Lakeshore Women's Health Specialists
12.2014 - 01.2016
Bachelor of Science - Community Health
University of Illinois At Urbana-Champaign
Similar Profiles
Chelsea WhiteChelsea White
Branch Operations Lead at Chase BankBranch Operations Lead at Chase Bank
Raquel Perez De OrozcoRaquel Perez De Orozco
Associate Banker at Chase BankAssociate Banker at Chase Bank
Emily SmithEmily Smith
Associte Banker at Chase BankAssocite Banker at Chase Bank