Results-driven professional with over six years of experience in customer service and banking. Expertise in data entry, critical thinking, and active listening has led to improved complaint resolution and increased customer satisfaction.
Overview
2026
2026
years of professional experience
Work History
Customer Service Representative
Everett Bank
08.2017 - Current
Resolved customer inquiries through effective communication and problem-solving techniques.
Streamlined complaint resolution processes to enhance customer satisfaction and retention.
Trained new employees on customer service protocols and company policies.
Analyzed customer feedback to identify trends and recommend service improvements.
assist customers with deposits and withdrawals
resolved discrepancies in accounting processes
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Responded to customer requests for products, services, and company information.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Teller
Everett
2017 - Current
Processed customer transactions efficiently using advanced banking software.
Ensured compliance with financial regulations and internal policies during daily operations.
Assisted customers with account inquiries, resolving issues promptly and effectively.
Trained new staff on operational procedures and customer service standards.
Monitored cash drawer accuracy, minimizing discrepancies through diligent checks.
Implemented process improvements to enhance transaction speed and customer satisfaction.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Receptionist
Everett Bank
2017 - Current
Managed front desk operations, ensuring efficient guest check-in and appointment scheduling.
Provided exceptional customer service, addressing inquiries and resolving issues promptly.
Maintained organized filing system for client records and confidential information.
Coordinated communication between departments to facilitate smooth workflow and enhance service delivery.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Responded to inquiries from callers seeking information.
Answered central telephone system and directed calls accordingly.
Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Data Analyst 1/Reviewer 1/Mail Opener 1
Bank Of New York Mellon Corp
03.2007 - 03.2010
Analyzed complex datasets to identify trends and inform strategic financial decisions.
Developed automated reporting tools to enhance data accuracy and streamline workflows.
Collaborated with cross-functional teams to ensure alignment on data-driven initiatives.
Mentored junior analysts in data interpretation and analytical methodologies.
Improved data governance practices, ensuring compliance with regulatory standards and internal policies.
Conducted thorough reviews of financial documents to ensure compliance with regulatory standards.
Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
Enhanced customer satisfaction with prompt and accurate responses to inquiries.
Education
Associate of Science - Business Administration And Accounting
Bunker Hill Community College
Charlestown, MA
05-2024
Skills
Customer service
Active listening
Critical thinking
Data entry
Client relations
bilingual
Languages
Spanish
Native or Bilingual
Timeline
Customer Service Representative
Everett Bank
08.2017 - Current
Data Analyst 1/Reviewer 1/Mail Opener 1
Bank Of New York Mellon Corp
03.2007 - 03.2010
Teller
Everett
2017 - Current
Receptionist
Everett Bank
2017 - Current
Associate of Science - Business Administration And Accounting