Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Wendy Julian

Dallas,TX

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

8
8
years of professional experience

Work History

Associate Banker

JPMorgan Chase
05.2023 - 06.2024
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.

Head Hostess

Mi Cocina
06.2022 - 04.2023
  • Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
  • Assigned patrons to tables suitable for needs and restaurant section rotation.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
  • Cultivated positive guest relations by managing information and orchestrating speedy seating.
  • Trained new hostesses on customer service best practices and restaurant policies to maintain high standards of service.

Team Member/Training Manager

Chick-Fil-A Inc.
08.2016 - 01.2022
  • Taking customers orders efficiently and quickly.
  • Keeping the store well-maintained and clean
  • Trained new employees in cashiering procedures, and customer service.
  • Assisting with resolving customer issues when necessary.
  • Upheld high standards of productivity and quality in all areas of operations.
  • Trained new hires to perform cross-training exercises with experienced workers.

Insurance Coordinator

Allergy Partners
03.2021 - 12.2021
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Verified insurance and communicated coverage to staff and patients.
  • Filed and tracked insurance claims and communicated claims status to patients.
  • Assured timely verification of insurance benefits prior to patient procedures or appointments.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Obtained data such as patient, insurance ID, insurance provider and medical codes to properly file insurance claims.

Education

Associate of Science - Nursing

Tarleton State University
Stephenville, TX

Bachelor of Accountancy - Accounting And Marketing

North Lake College
Irving, TX
06.2026

Skills

  • Reliable team worker
  • Reliable and punctual
  • Delivers exceptional customer service
  • Engaging personality
  • Excellent multi-tasker
  • Comfortable standing for long time periods
  • Fluent in Spanish
  • Customer assistance
  • Communications
  • Problem resolution
  • First Aid/CPR

Languages

Spanish
English

Timeline

Associate Banker

JPMorgan Chase
05.2023 - 06.2024

Head Hostess

Mi Cocina
06.2022 - 04.2023

Insurance Coordinator

Allergy Partners
03.2021 - 12.2021

Team Member/Training Manager

Chick-Fil-A Inc.
08.2016 - 01.2022

Associate of Science - Nursing

Tarleton State University

Bachelor of Accountancy - Accounting And Marketing

North Lake College

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Wendy Julian