(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Overview

Committed and motivated Administrative Assistant with exceptional customer-relation and decision-making skills. Strong work ethic, professional demeanor and great initiative.

Summary of Skills
  • Bilingual in (Spanish)
  • Supervise 8-10 employees
  • 5+yrs of customer service, clerical, administrative skills
  • Cash handling expertise
  • Opening/closing procedures
  • Compliance, banking laws and regulations
  • Microsoft Office skills

  • Energetic
  • Detail-oriented
  • Team player
  • Fast learner
  • Skilled multi-tasker
  • Excellent time management skills
  • Employee training and development
  • Employee coaching
  • Filing and data archiving

Coachella Valley High School Thermal, CA Expected in 2007 High School Diploma : - GPA :
Regional Occupational Program (ROP) Indio, CA Expected in 2007 : - GPA :
  • Banking & Finance Certificate
  • Computer Specialist Certificate

Professional Experience
Tapestry, Inc. - Lead Supervisor
Ontario, CA, 11/2009 - Current

Work effectively under pressure with frequent interruptions, handle difficult, confidential, and sensitive assignments; organize, coordinate, and prioritize a variety of assignments with various deadlines.

Develop, coordinate and maintain customer experiences and sales goals; encourage team members to develop skills to improve overall customer experiences.

Manage administrative staff attendance reports: (audits and adjustments associated with Paid time off, medical leave, leave of absence, tardiness, etc.).

Participate in meetings, workshops, and seminars to gather information required to perform job functions; Prepare and present presentations at off sites to give more knowledge about bank products we offer; gain potential new customer relations.

Interview, gather, record and judge customer interviews when customers ask questions regarding accounts, determine which bank products suits their needs.

Obtain information regarding income, other financial resources for new accounts, any additional information is obtained by phone, in person one on one interviews, and correspondence.

Review and accept certification on bank regulations, policies, and laws;Explain and follow regulation and policies to customers when conducting their financial needs.

Records management: report preparation and filing, maintain appropriate personal and payroll records, provide and keep confidential all employee information and recommendations to HR, conduct and file records of employee observations.

Employee training and development; assist in employment process( call back scheduling interviews, notification, payroll, reporting and salary benefit research, postings).

Performed accounts receivable duties including invoicing, cash application, researching charge backs, discrepancies, issuing credit memos, reconciliations and responding to customer requests for documentation.

Manage daily office operations and maintenance of equipment, maintaining accurate records for all business supplies.

Order office supplies and cash as needed on a day-to-day basis, use fax machines, photocopier and printer.

Processed quarterly Vault and ATM audits with a zero error rate.

Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.

First Foundation Inc. - Financial Service Representative I
San Diego, CA, 2009 - 03/2009

Executed customer transactions, including deposits, withdrawals, money orders and checks

Maintained friendly and professional customer interactions

Provided effective communication and customer service support to the sales, marketing and administrative teams on a daily basis

Answered questions regarding store and products, while maintaining knowledge of current sales and store promotions

Answered telephone inquiries on banking products including checking, savings, loans and lines of credit

Established new customer accounts including checking, savings, lines of credit and loans

Deliver excellent customer service; provide professional written and oral communication skills; flexible with schedule

Balanced daily cash deposits and bank vault inventory with a zero error rate

Reported daily averages and shortages to the operations department

Maintained confidentiality of bank records and client information


Avnet, Inc. - Customer Service Representative
Southington, CT, 11/2007 - 10/2008

Educated customers on the variety of loan products and available credit options

Maintained friendly and professional customer interactions

Recommended loan approvals and denials based on customer loan application reviews

Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan

Answered questions regarding store and products, while maintaining knowledge of current sales and store promotions

Processed daily invoices and billed renewed invoices to clients

Prevented store losses using awareness, attention to detail and integrity

Worked as a team member performing cashier duties, product assistance and cleaning while providing excellent customer service

Organized daily sales reports for the sales department to track product success

Earned management trust by serving as key holder, responsibly opening and closing store

Served as the company's only bilingual Spanish/English customer service representative

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School Attended

  • Coachella Valley High School
  • Regional Occupational Program (ROP)

Job Titles Held:

  • Lead Supervisor
  • Financial Service Representative I
  • Customer Service Representative


  • High School Diploma

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