Post Job Free
Sign in

Customer Service Sales

Location:
Houston, TX
Salary:
17.00
Posted:
October 02, 2013

Contact this candidate

Resume:

Cinthia Flores

**** ****** **. ****, ** *****

832-***-****

********@*****.***

Summary:

Accomplished Administrative Professional with experience within personal and business financial

settings. Provided guidance and direct support for various personal and business related transactions

and while maintaining excellent Customer Service satisfaction. Capable of working independently and

manage various tasks successfully with excellent time management skills. Also, team-driven to exceed

performance goals and expectations. Prepared and willing to learn new skills in any area of interest in

order to increase knowledge and create a more productive office.

Transferable skills:

Language Proficiency- Spanish/English Computer Knowledge – MS Office includes; Word, Excel,

and PowerPoint. Data Entry; 10-Key/By touch. Typing: over 40 WPM. Intra-Office

Communication- MS Outlook Customer Service-Over 14 years of experience Medical

Certifications: Certified in CPR adult and infant.

Areas of Accomplishment:

Bank of America, Houston,TX August 2006-Present

Personal Banker; 2010 – Present

• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial

objectives, risk tolerance, or other information needed to develop a financial plan.

• Answer clients' questions about the purposes and details of financial plans and strategies.

• Analyze financial information obtained from clients to determine strategies for meeting clients'

financial objectives.

• Review clients' accounts and plans regularly to determine whether life changes, economic changes,

environmental concerns, or financial performance indicate a need for plan reassessment.

• Contact clients periodically to determine any changes in their financial status.

• Prepare or interpret for clients information such as investment performance reports, financial

document summaries, or income projections.

Financial Sales and Service Specialist; 2009-2010

• Determine customers' financial services needs and prepare proposals to sell services that address these

needs.

• Contact prospective customers to present information and explain available services.

• Sell services, such as trusts, investments, or check processing services.

• Prepare forms or agreements to complete sales.

Bank Teller; 2006-2009

• Cash checks and pay out money after verifying that signatures are correct, that written and numerical

amounts agree, and that accounts have sufficient funds.

• Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.

Bank Teller; 2006-2009 Continued

• Enter customers' transactions into computers to record transactions and issue computer-generated

receipts.

• Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions

using computers, calculators, or adding machines.

• Examine checks for endorsements and to verify other information such as dates, bank names,

identification of the persons receiving payments and the legality of the documents.

• Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare

them for deposit or shipment to branch banks or the Federal Reserve Bank.

• Order a supply of cash to meet daily needs.

• Receive and count daily inventories of cash, drafts, and travelers' checks.

• Prepare and verify cashier's checks.

• Sort and file deposit slips and checks.

Education:

University of Houston-Downtown, Houston, TX

• Bachelor of Business Administration and Marketing Graduated December 2009

Houston Community College

• Associates in Arts Graduated Spring 2007

Community Involvement:

• March of Dimes Walk 2006 - present

• Autism Awareness Walk 2008-2010

• St. Elizabeth Ann Seton Catholic Church – Mass Volunteer 2011 - present

• St. Anne helped Catholic Church- Baptism Coordinator Assistant 2009- 2011

Page 2, Cinthia Flores; 6622 Hayman Dr. Katy, Tx 77449; 832-***-**** ; dwbrissa@



Contact this candidate