Veronica Pena
Bakersfield,CA
Summary
Reliable Lead Bank Teller known for high productivity and efficient task completion. Possess specialized skills in cash handling accuracy, customer service excellence, and fraud detection. Excel in communication, problem-solving, and leadership, ensuring smooth operations and positive customer interactions in fast-paced banking environments.
Overview
24
24
years of professional experience
Work History
Patient Services Coordinator
Southern California Orthopedic Institute
Bakersfield
09.2022 - Current
- Greeted patients and visitors in a friendly and professional manner.
- Ensured medical records were accurately updated with patient information.
- Assisted with scheduling appointments for patients.
- Prepared correspondence, reports, memos, and other documents as requested by management staff.
- Coordinated the release of medical records to third parties upon request.
- Reviewed patient charts prior to physician visit to ensure accuracy.
- Facilitated communication between clinical staff members to ensure continuity of care.
- Registered new patients in accordance with HIPAA guidelines.
- Resolved customer service issues in a timely manner according to established policies.
- Updated patient demographic information as needed in EHR system.
- Verified patients' insurance and payment methods during admissions or check-in processes.
- Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
- Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
Clerk
Alberts Trucking
Bakersfield , CA
03.2015 - 07.2024
- Organized and maintained filing systems for confidential documents.
- Assisted customers with inquiries and complaints in a professional manner.
- Processed payments, refunds, and exchanges accurately and efficiently.
- Generated daily reports of sales activity for management review.
- Supported office clerical functions using word processing and other software, email and office machines.
Medical Receptionist
Dermatology and Skin Cancer of Bakersfield
Bakersfield , CA
08.2018 - 09.2022
- Verified insurance coverage for appointments and collected co-payments as required.
- Answered incoming calls, responding to inquiries from patients and other medical offices.
- Prepared charts for new patients, ensuring all necessary forms were completed correctly.
- Checked patients in and out for appointments and collected co-payments.
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
- Called patients to confirm scheduled appointments and obtain additional details.
- Entered insurance, demographics and health history into patient database.
- Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
- Protected patients by observing strict HIPAA guidelines.
- Answered multi-line phone system and directed callers to requested personnel and departments.
- Verified patient eligibility and benefits for insurance coverage.
- Processed incoming requests, inquiries, and authorizations from health care providers.
- Provided detailed information regarding medical policies, procedures, and protocols.
Clerk
Wonderful Citrus
Delano , CA
10.2009 - 08.2015
- Maintained inventory levels of office supplies and equipment as needed.
- Maintained accurate and up-to-date inventory records.
- Developed and implemented effective inventory control systems.
- Created reports on inventory activity, shortages, overages..
- Utilized barcode scanners to quickly update inventories in the system.
- Organized regular cycle counts to identify any potential issues early on.
Lead Bank Teller
Bank Midwest
Kansas City , KS
08.2000 - 05.2008
- Assisted in training new tellers on bank processes and procedures.
- Provided guidance to other tellers when needed.
- Maintained customer records, including account information and transaction history.
- Ensured compliance with all banking regulations and policies.
- Resolved customer issues or referred them to the appropriate department for resolution.
- Balanced cash drawers daily and maintained accurate records of transactions.
- Monitored ATM machines for any malfunctions or discrepancies.
- Performed fraud detection duties by recognizing suspicious activity in customer accounts.
- Conducted research into customer inquiries regarding account balances, fees, interest rates.
- Identified opportunities to cross-sell products such as savings accounts or credit cards to customers.
- Developed relationships with customers by providing exceptional service in a friendly manner.
- Verified identification of customers before processing transactions or opening new accounts.
- Answered phone calls from customers seeking assistance with their accounts or services provided by the bank.
- Handled incoming mail related to customer accounts including deposits and loan applications.
- Input data accurately into the bank's computer system following established guidelines.
- Prepared reports detailing customer account activity for management review.
- Participated in weekly team meetings to discuss customer feedback and suggestions for improvement.
- Implemented security protocols within the branch such as safe deposit box access codes.
- Assisted with offsite events such as job fairs or community outreach programs promoting banking services.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Completed monthly audits and managed overdraft reports.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Balanced bank's vault of daily cash for withdrawals and deposits.
Education
High School Diploma -
Delano High School
Delano, CA06-1996
Skills
- Strong Organization
- Patient confidentiality
- Follow-up care coordination
- Appointment Scheduling
- Patient Registration
- Insurance Verification
- CPR certified
- Bilingual
Timeline
Patient Services Coordinator
Southern California Orthopedic Institute
09.2022 - Current
Medical Receptionist
Dermatology and Skin Cancer of Bakersfield
08.2018 - 09.2022
Clerk
Alberts Trucking
03.2015 - 07.2024
Clerk
Wonderful Citrus
10.2009 - 08.2015
Lead Bank Teller
Bank Midwest
08.2000 - 05.2008
High School Diploma -
Delano High School
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