Veronica Henry
League City,TX
Summary
Motivated Small Business Specialist with exceptional sales and service skills. Solid record of achieving targets by applying knowledge, abilities and superior work ethic toward tackling any challenge. Ready to bring 10+ years of experience and take on a challenging new role.
Overview
19
19
years of professional experience
Work History
Small Business Specialist
Bank of America
01.2017 - 03.2020
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Contact prospective customers to present information and explain available services.
- Collaborated with cross-functional teams to deliver exceptional customer service, addressing clients'' unique needs and challenges.
- Developed tailored training programs for employees, resulting in increased productivity and staff retention.
- Developed complex dashboard and reporting tools to track business performance metrics.
Relationship Manager
Bank of America
02.2013 - 01.2017
- Meeting and exceeding sales and customer/client services goals with the utmost of accuracy and highest ethical standards
- Selling financial products (e.g
- Credit cards, CD's IRA's, loans) opening deposit accounts and taking loan applications
- Responding to customer inquiries and concerns and creating positive solutions, recognizing and referring cross-sell opportunities
- Performing daily/weekly sale reporting, interviewing and processing consumer loan/credit line requests for customers, and obtaining referrals from loan customers
- Quoting rates, terms and programs for loan customer request, supporting other sales associates as needed.
Services Sale Specialist
Bank of America
01.2011 - 01.2013
- Establishing, retaining and deepening relationships with banking center customers and potential customers to achieve team sales
- Resolving complex service issues or referring to appropriate associates to guarantee customer satisfaction and retention
- Providing proactive sales activities of basic products while referring more complex request (e.g, complex small business accounts or mortgages) to an associate with more in-depth expertise
- Processing transitions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.
Bank of America Professional Teller
Bank of America
01.2008 - 01.2011
- Receive and count cash at the beginning of the shift
- Balance cash, currency, and check in cash drawer at end of each shift
- Check accuracy of deposit slips when accepting cash and check for deposit, process cash withdrawals
- Prepare cashier check, personal money orders, issue travelers checks and exchange foreign currencies
- Promote bank products and services to customers, verify and receive mortgage payments and loan payments
- Validate and cash customer's checks, resolve issues and problems with customer's accounts.
Sale Associate
Payless Shoe Source
01.2007 - 01.2008
- Excellent customer services skills, showing the customer to his or her size, suggesting products, utilizing the register
- Inventory, 2 shipments a week put way and broken down promptly, executing opening and closing procedures
- Making deposits and getting change throughout the day, reading hourly store reports that let the management now how much product is being sold.
Assistant Manager
Round Table Pizza
01.2005 - 01.2007
- Building the Capability and loyalty of the team, increasing Guest Loyalty/Building Sales, ensuring the Financial Health of the Business
- Lead, coach and develop others, meeting deadlines and budgeting targets, trained new employees
- Executing Opening and Closing procedures.
Dental Receptionist customer Services MS Proficiency
Self-care Program
01.2004 - 01.2005
- Word, Excel, Outlook) Self-care Program., Confidentiality and Complaint Handling
- Interpersonal Skill, Data Entry (75 WPM) Preventive Care, Database Management, Administrative Support
- Telephone Reception.
Medical Receptionist
El Proyecto Del Barrio
01.2003 - 01.2004
- Perform the tasks of greeting patients and scheduling appointments, responsible for handling and managing the continuous flow of information in the health care center, handle the tasks of organizing and maintaining medical forms and office stationary required for front desk activities
- Perform responsibilities of registering patients by following the protocols of the organization, responsible for checking and verifying the accuracy of medical record and insurance information of patient, handle the tasks of preparing and maintaining patient's medical charts
- Perform essential clerical tasks like faxing, e-mail, and data entry.
Medical Assistant Internship
St. Mary's Hospital - Long Beach, CA
05.2002 - 08.2002
- Checking vital signs, reviewing patient history, assisting during exams, collecting specimens Sterilizing instruments
- Chaperoning' in gender-sensitive settings, specific activities for the practice setting.
Medical Clerical internship
Memorial Herman - Long Beach, CA
05.2001 - 08.2001
- Responds to requests for medical records; processes letters and reports answering and directs calls
- Retrieve patient schedules from computer system; distributes lab reports to physicians, and materials to other departments; responds to correspondence requests
- Photocopy record and documents for billing and/ or legal services; send and receives information via facsimile machine.
Education
Associate of Applied Science - Social And Behavioral Science
San Jacinto Community College
05.2024
Diploma -
Yucca Valley High School - Yucca Valley, CA
08.2002
Diploma - Medical Assisting
Yucca Valley High School - Yucca Valley, CA
05.2002
Skills
- Bilingual (10 years)
- Financial Services (10 years)
- Banking (10 years)
- Developing customer relationships
- Meeting Sales Goals
- Human Resources Management
- Customer Relationships
- Relationship Building
- Staff Management
- Financial Services
- Team Collaboration
- Customer Communication
- Risk Assessment
- Financial Management
- Financial Planning
Assessments
Project timeline management
Proficient, 12/01/24
Sales skills
Proficient April 2024
Customer focus & orientation
Proficient March 2024
Case management & social work
Proficient May 2024
Basic computer skills
Proficient May 2024
Communication skills
Proficient May 2024
Awards
Top seller
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Work Preference
Work Type
Full TimePart TimeWork Location
RemoteHybridImportant To Me
Work-life balanceHealthcare benefitsCareer advancementPaid sick leave401k matchPaid time off4-day work weekFlexible work hoursWork from home optionStock Options / Equity / Profit SharingPersonal development programsCompany CultureTimeline
Small Business Specialist
Bank of America
01.2017 - 03.2020
Relationship Manager
Bank of America
02.2013 - 01.2017
Services Sale Specialist
Bank of America
01.2011 - 01.2013
Bank of America Professional Teller
Bank of America
01.2008 - 01.2011
Sale Associate
Payless Shoe Source
01.2007 - 01.2008
Assistant Manager
Round Table Pizza
01.2005 - 01.2007
Dental Receptionist customer Services MS Proficiency
Self-care Program
01.2004 - 01.2005
Medical Receptionist
El Proyecto Del Barrio
01.2003 - 01.2004
Medical Assistant Internship
St. Mary's Hospital - Long Beach, CA
05.2002 - 08.2002
Medical Clerical internship
Memorial Herman - Long Beach, CA
05.2001 - 08.2001
Associate of Applied Science - Social And Behavioral Science
San Jacinto Community College
Diploma -
Yucca Valley High School - Yucca Valley, CA
Diploma - Medical Assisting
Yucca Valley High School - Yucca Valley, CA
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