Yvette Gallegos
Albuquerque,NM
Summary
Accomplished Financial Relationship Consultant with a proven track record with enhancing client satisfaction through personalized financial advice. Skilled in member confidentiality and data security, alongside excellent communication abilities. Demonstrated success in developing comprehensive financial plans, significantly improving customer service metrics.
Overview
12
12
years of professional experience
Work History
Financial Relationship Consultant / Bank Teller
Nusenda Credit Union
12.2023 - 07.2024
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed comprehensive financial plans for clients, taking into account their short-term and long-term goals.
- Facilitated client meetings to discuss financial goals, assess risk tolerance, and present suitable investment options.
- Negotiated favorable terms for clients in transactions involving loans, lines of credit, or other financing solutions.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Audited fellow teller currency to contribute to dual-control procedures.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
Member Support Representative
Social Security Administration
01.2023 - 10.2023
- Managed a large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Handled sensitive member data with professionalism and discretion, adhering to strict security protocols at all times.
- Provided expert assistance to members navigating our online platform, enhancing their user experience.
Patient Care Coordinator
DaVita Medical Group
09.2012 - 10.2020
- Developed plans and procedures for the best patient insurance coverage.
- Front desk coverage of high phone call coverage.
- Update demographics, collecting detailed patient information personal and financial information.
- Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
- Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the clinic.
Timeline
Financial Relationship Consultant / Bank Teller
Nusenda Credit Union
12.2023 - 07.2024
Member Support Representative
Social Security Administration
01.2023 - 10.2023
Patient Care Coordinator
DaVita Medical Group
09.2012 - 10.2020
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