Vannesa Marquez
Silver City,NM
Summary
Motivated professional experienced in customer service and satisfaction. Delivered high-quality service through a commitment to exceeding expectations and embracing increased responsibilities. Focused on continuous growth and development within a dynamic organization.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Universal Banker & Vault Custodian
PNC BANK
05.2022 - 05.2025
- Facilitated sales of loans, credit cards, and auto loans
- Getting the correct Identification from customer before any and every transaction
- Call potential leads daily
- Offer new products and services available
- Assisted customers in opening new accounts, contributing to branch growth and customer base expansion
- Servicing existing accounts
- Conducted financial wellness reviews with customers to identify needs and recommend suitable financial solutions
- Daily branch operations
- Assisted customers with account openings and transactions at PNC Bank.
- Educated clients on various banking products and services available.
- Processed loan applications and maintained accurate customer records.
- Managed daily cash transactions while ensuring compliance with policies.
- Collaborated with team members to resolve customer inquiries effectively.
- Utilized banking software to track customer interactions and services provided.
- Provided support during branch operations and promoted team goals.
- Advised clients on financial strategies to meet their banking needs.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Answered telephone inquiries regarding account balances, fees or general information.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Verified customer identity through driver's license or other forms of identification.
- Advised customers on how to use mobile banking applications effectively.
- Assisted customers with online banking setup and troubleshooting issues.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
Receptionist, Schedule Coordinator, Billing
Discovering Greatness, LLC
06.2021 - 03.2022
- Greeted clients and processed co-pays and payments for therapy sessions, ensuring accurate transactions for each therapist.
- Scheduling new clients to available times on therapists' schedules
- Making sure the clients and therapists match and are the right fit for each other
- Sent collection letters and made collection calls to follow up on outstanding payments, aiding in timely revenue recovery.
- Rescheduled clients for their preferred therapy sessions
- Verifying Insurance coverage online and Over the phone and any payments the client needs to make
- Verified insurance coverage online and over the phone, facilitating clarity on client payment responsibilities.
Account Specialist
World Finance Loan & Tax Service
12.2019 - 01.2022
- Conducted daily collection calls to ensure timely payments and maintain customer relationships
- Create new loan applications and update current applications
- Create new loan applications and update current applications
- Maintain accounts updated with current phone numbers, addresses and jobs
- Maintained office cleanliness and presentation to enhance customer experience
On-Call Utility Locator
USIC LLC
04.2021 - 07.2021
- Processed over 20 service tickets each day to ensure timely resolution.
- Locating Lumen & Comcast telephone and TV service lines before any digging on business and residential properties
- Walking up to 5 miles to locate with proper RDX & Transmitting devices
- Weekly training and refreshers for cable lines, frequencies to locate lines & Fiber optics
- Lifted metal plates weighing up to 300 lbs to access and inspect utility line locations
- Marking with correct colors and lines that are water-based.
- Captured and uploaded photographs of all utility markings for documentation purposes.
- Utilized advanced locating equipment to ensure accurate underground mapping.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Licensed Insurance Agent
Concentrix
05.2019 - 11.2019
- Enroll consumers in Medicare plans that better fit their needs
- Help consumers understand each plan and the coverage they have in their area
- Help consumers make any changes to present plans
- Give them a peace of mind that they are being helped in the best way possible
Supervisor
El Paso Los Angeles Limousine Express Inc.
06.2018 - 10.2018
- Verified seat availability across all buses to ensure customer accommodation.
- Checking that all buses have seats for customers boarding in albuquerque.
- Processed weekly deposits for bus station revenues.
- Monitored bus seating for customer boarding in Albuquerque, enhancing travel experience.
- Weekly Deposits
- Checking in Luggage
- Inventory of tickets, Freight bus bills, and merchandise in Bus station.
Manager
Talk 4 Less Cricket Wireless
05.2017 - 06.2018
- Processed deposits, phone orders, accessory orders, and store supply orders to ensure operational efficiency
- Established weekly and monthly objectives to improve store efficiency.
- Educate and mentor reps when they are having trouble offering cricket products/add-ons
- Make weekly and monthly goals for the store
Overnight Repair, Sales, Retention Specialist
Comcast (Xfinity)
10.2016 - 03.2017
- Answering inbound Xfinity customer calls
- Repaired issues on cable, internet and phone
- Offering new Lines of business (Products) to new and existing customers
- Answered all types of billing questions customers had
- Convinced and rebundled customers threatening to disconnect services
Cashier
Tortas Casas Grandes Restaurant
01.2015 - 05.2015
- Took food orders
- Managed cash and card transactions
- Helped cook prepare food
- Clean tables
Cashier
Aaron's Sandwich Time
03.2013 - 08.2013
- Took phone orders
- Managed cash and card transactions
- Help cook prepare food
- Kept station clean and stocked
Cashier, Stocker
Stadium Super Market
05.2012 - 05.2013
- Manage EBT, cash, check and card transactions
- Assisted customers in locating desired products within the store
- Stocked merchandise on shelves to ensure availability
- Maintained cleanliness of checkout area
Education
High School Diploma -
Albuquerque Evening High School
Albuquerque, NM 08.2007 - 05.2010
Skills
- Loan processing
- Payment processing
- Transaction processing
- Digital transaction processing
- Banking software navigation
- Compliance adherence
- Product knowledge
- Account management
- Branch operations
- Recordkeeping
- New customer acquisition
- Customer relationship development
- Effective communication
- Relationship management
- Customer service
- Team collaboration
- Conflict resolution
- Problem solving
- Time management
- Document preparation
- Documentation skills
- Financial advising
Certification
- NM Alcohol & Gaming Division, Server Certificate, 06/27
- NMLS ID, 2366260
Timeline
Universal Banker & Vault Custodian
PNC BANK
05.2022 - 05.2025
Receptionist, Schedule Coordinator, Billing
Discovering Greatness, LLC
06.2021 - 03.2022
On-Call Utility Locator
USIC LLC
04.2021 - 07.2021
Account Specialist
World Finance Loan & Tax Service
12.2019 - 01.2022
Licensed Insurance Agent
Concentrix
05.2019 - 11.2019
Supervisor
El Paso Los Angeles Limousine Express Inc.
06.2018 - 10.2018
Manager
Talk 4 Less Cricket Wireless
05.2017 - 06.2018
Overnight Repair, Sales, Retention Specialist
Comcast (Xfinity)
10.2016 - 03.2017
Cashier
Tortas Casas Grandes Restaurant
01.2015 - 05.2015
Cashier
Aaron's Sandwich Time
03.2013 - 08.2013
Cashier, Stocker
Stadium Super Market
05.2012 - 05.2013
High School Diploma -
Albuquerque Evening High School
08.2007 - 05.2010