Summary
Overview
Work History
Education
Skills
Timeline
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XENIA CHAGOYA

Farmers Branch,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. History of accurately and efficiently managing monetary transactions, security and customer relationship development. Knowledgeable about improving team sales and customer satisfaction.

Overview

6
6
years of professional experience

Work History

Accounts Receivable Specialist

Vision Communities Management
09.2023 - Current
  • Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
  • Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Increased efficiency of the collections process by implementing new strategies and procedures for tracking delinquent accounts.
  • Improved customer satisfaction by providing prompt, courteous service when addressing billing concerns or inquiries.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Trained new team members on company policies, software systems, and effective accounts receivable practices for seamless integration into the role.

Financial Services Associate

Dallas Capital Bank
10.2022 - 07.2023
  • Developed and maintained database of records to facilitate smooth transactions for financial processes
  • Administered account transactions and responded to customer inquiries concerning financial products
  • Administered account transactions with customers and assisted in generating sales opportunities
  • Performed ATM deposits, withdrawals, check deposits and check cashing
  • Opened accounts for new and existing customers and assisted customers in completing application forms

Assistant Branch Manager

First Convenience Bank
10.2021 - 10.2022
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.

Branch Supervisor

First Convenience Bank
10.2020 - 10.2021
  • Promoting Branch sales of key products/services - Demonstrate helpful cross-sell techniques to maximize sales - Ensure adherence to all safety and security measures - Monitoring the activities of Tellers MSR and lending staff
  • Ensure compliance with bank rules and regulations
  • Encourage, motivate and reward goal attainment - Maintain cash orders, balancing and Branch / Teller audits - Processing standard teller transactions for customers, which include servicing the clients account, accepting loan payments, cashing checks, balancing cash drawers and correcting discrepancies

Senior Personal Banker

First Convenience Bank
12.2019 - 10.2020
  • Sales and Marketing - Managing the Vault and ATM cash - Opening personal and Business Accounts - Running transactions such as Deposits, Withdrawals etc - Able to prioritize and perform multiple tasks at once - Developing and maintaining a great rapport with customers
  • Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
  • Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
  • Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.

Barista

The Gem
07.2018 - 11.2019
  • Attention to detail - Maintaining a high level of quality - Developing Rapport with customers - Maintaining a clean work environment - Great telephone etiquette and fielding customer inquiries - Committed to delivering great customer service

Education

High School Diploma -

PearBlossom Private School

Skills

  • Strong Written
  • Verbal
  • Communication skills
  • Computer etiquette
  • Operations
  • Cash handling
  • Experienced
  • Customer Service
  • Process Knowledge
  • Positive Reinforcement
  • Maintaining Clean Work Areas
  • Assignment Delegation
  • Customer Loyalty
  • Goal Attainment
  • Microsoft Excel
  • Accurate payment posting

Timeline

Accounts Receivable Specialist

Vision Communities Management
09.2023 - Current

Financial Services Associate

Dallas Capital Bank
10.2022 - 07.2023

Assistant Branch Manager

First Convenience Bank
10.2021 - 10.2022

Branch Supervisor

First Convenience Bank
10.2020 - 10.2021

Senior Personal Banker

First Convenience Bank
12.2019 - 10.2020

Barista

The Gem
07.2018 - 11.2019

High School Diploma -

PearBlossom Private School

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XENIA CHAGOYA