Accomplished customer service professional offering nine years of experience in banking, financial counseling and two years of auto insurance experience. Combining deep industry knowledge to meet business needs and objectives. Proven capabilities in working independently or as part of professional banking team. Well-versed in solving routine and complex financial problems.
As a Relationship Banker I provided financial advice by applying financial disciplines from the industry. I served as a teller, ordered supplies and office equipment for the branch, did maintenance requests for vaults and office equipment. In addition to these duties I served as the lobby leader for the branch and helped with vault and ATM balancing.
United Services Automobile Association (USAA) | San Antonio, TX
Member Solutions Specialist (2011- 2016 & 2017 – July 2019)
Auto Circle Specialist (2016 - 2017)
As a Member Solutions Specialist I provided excellent customer service and facilitated product sales through various channels such as phone, mail and e-mail. I deepened the customer's relationship through a needs assessment and offered solutions through USAA's products and services.
As a Research Scientist I assisted in the performance of assignments that necessitated a basic working knowledge of scientific methods, in such areas as research, design and experimental testing. I was responsible for assignments that require the technical knowledge to adapt routine processes to meet the distinctive requirements of a specific phase of the research project.
Job Titles Held: