Wazianna Banfield
Houston
Summary
Detail-oriented professional with over 11 years of experience in customer service and financial services, now transitioning into healthcare administration. Expertise in managing sensitive information, patient scheduling, and delivering exceptional front-desk support. Strong organizational skills, HIPAA compliance knowledge, and proficiency in EMR systems position well for a Medical Receptionist role.
Overview
12
12
years of professional experience
Work History
Senior Acquisitions Specialist
Discover
06.2024 - Current
- Manage and monitor 100+ client accounts weekly, with strict compliance to federal regulations, mirroring HIPAA-level confidentiality standards.
- Resolve sensitive client inquiries efficiently while maintaining professionalism and empathy in high-pressure situations.
- Utilize advanced digital platforms and databases to process and safeguard confidential information, preparing for the transition into EMR/EHR systems.
Administrative Assistant
Community Staffing Agency
08.2021 - 06.2024
- Scheduled client appointments and managed office calendars to ensure efficient daily operations for a team of 10 or more staff.
- Answered multi-line phone systems and processed intake forms while upholding strict confidentiality standards.
- Coordinated communication between clients and staff, ensuring accurate documentation, and timely follow-ups.
Relationship Banker
Bank of America
03.2017 - 07.2021
- Scheduled and conducted 15 to 20 client appointments weekly, including account openings, loan applications, and financial planning consultations.
- Built trust with a diverse clientele by providing personalized solutions and clear communication in sensitive financial matters.
- Ensured compliance with strict federal and internal policies when processing confidential financial transactions and records.
Customer Service Representative
TD Bank
05.2013 - 03.2017
- Handled 50–70 inbound client calls daily, assisting with scheduling, account issues, and service inquiries in a fast-paced environment.
- Provided empathetic support to clients experiencing financial hardship, ensuring that sensitive information was managed with discretion.
- Recognized consistently for attention to detail, accurate data entry, and maintaining a high client satisfaction rating.
Education
Bachelor of Science - Business Management
Wilmington University
01-2019
High School Diploma -
Pencader Charter High School
01-2010
Skills
- Account management
- EMR/EHR systems
- Compliance monitoring
- Data processing
- Client onboarding
- Customer relationship management
Timeline
Senior Acquisitions Specialist
Discover
06.2024 - Current
Administrative Assistant
Community Staffing Agency
08.2021 - 06.2024
Relationship Banker
Bank of America
03.2017 - 07.2021
Customer Service Representative
TD Bank
05.2013 - 03.2017
Bachelor of Science - Business Management
Wilmington University
High School Diploma -
Pencader Charter High School