Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Vicenta Delgado

Chicago,IL

Summary

Dedicated banking professional with over 20 years of Banking ready to embark in a position as a Spanish /English Interpreter where I can utilize Interpreter experience with accuracy, precision, and clarity, and progressively grow as a professional with Kelly Services.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Teller Manager

Wintrust Bank
07.2001 - Current
  • Experienced Teller Manager of financial transactions in fast-paced environment with multiple internal and external guidelines while building friendly rapport with attentive service in all interactions to new and repeat customers.
  • Ensured team and I adhere to all compliance procedures, internal controls, and protocol (BSA, CTR, SAR, audits and security) and maintained up to date records & reports at all times to ensure accurate auditing.
  • Lead document audits, and regularly exceed audit interview expectations.
  • Provide one-on-one support and training to newly hired employees, develop and maintain good working relationships with customers, non- customers and co-workers.
  • Provide exceptional customer support by helping customers balance their check book., quickly mastered new bank systems and database post-merge in 2019.
  • Proficient Making Business partner referrals within Wintrust, participated in different Wintrust Events to promote Wintrust Financial products and services.
  • Actively communicate with IT and HR to troubleshoot and resolve issues.
  • Attend Supervisor monthly meetings and communicate to team new procedures, regulations and or team goals.

Tax Pro / Office Assistant P-T

H&R Block
10.2011 - 04.2015
  • Tax Preparer Associate, successfully completed all courses in order to be tax certified prepared federal tax documents by assembling and analyzing financial information completing forms using H&R block software.
  • Resolved customer concerns and complaints.
  • Advised customers of their rights and responsibilities as taxpayers.
  • Exercised due diligence during tax interviews.
  • Ensured proper credits, deductions, and tax liabilities were applied to tax returns, according to Publication 17 Federal Tax Code.
  • Responsible for managing clients files, including but not limited to, completing intake forms, keeping clients updated and preparing documentation require by IRS while attempting to resolve client's issues.
  • Handled busy phones, assisted client review of tax returns and processed payments on timely manner.
  • I worked in two different locations where I dealt with diffusing angered clients and taking control of situation to end in satisfied customer experience by identifying Identified potential deductions and ensured clients qualified promoting better through marketing of products that best suited client needs.
  • Promoted office business by participating in local events with friends and acquaintance Complied with opening and closing of H&R Block Office.

Education

Business Administration -

Robert Morris University
Chicago, ILL
07.2003

Skills

  • Experienced Bilingual Spanish/English Translator, Interpreter
  • Comfortable working Word, photo shop with moderate to intermediate use of Excel
  • Proficient using calculators' printers, phones, work to meet deadlines, prompt timely, and precisely Independently or as part of a group
  • Strong public attentiveness with excellent communication Skills

Certification

  • Registered Notary
  • Care Giver Certificate

References

Furnish Upon Request

Timeline

Tax Pro / Office Assistant P-T

H&R Block
10.2011 - 04.2015

Teller Manager

Wintrust Bank
07.2001 - Current

Business Administration -

Robert Morris University

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Vicenta Delgado