Customer Service Microsoft Office

KATRINA N. CUEVAS

**** ****** ***** #*** ~ Chula Vista, CA., 91915

Contact: 619-***-**** ~ Email: *******@*****.***

OBJECTIVE

To obtain a position as a Customer Service Representative

SUMMARY OF QUALIFICATIONS

Customer Service

Microsoft Office

Sales

Marketing

Data Entry

Multi-Phone Lines

Monetary Compliance

Recording Transactions

Cash Handling

Interviewing

Depositing

Balancing

Filing/Copying/Faxing

Record Keeping

Wiring/Transferring

Monitoring

Reliable/ Responsible

Quick Learner

Self-Motivated

Efficient/Punctual

Committed

Detail Oriented

Team Player

Independent Worker

PROFESSONAL WORK EXPERIENCE

Neighborhood National Bank, National City, CA., 2015-2016

BSA (Bank Secrecy Act Compliance Specialist)

Verified and inputted information for CTR (Currency Transactions Reports).

Assisted with various assignments supporting the Compliance Program of the bank

Maintained a proficient knowledge of all applicable rules and regulations.

Assisted with special projects and tasks for the department as needed.

Maintained current knowledge of the Bank Secrecy Act and OFAC regulations.

Pacific Western Bank, Coronado, CA., 2008-2015

Financial Services Representative

Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.

Compile information about new accounts, enter account information into computers, and file related forms or other documents.

Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Investigate and correct errors upon customers' request, according to customer and bank records.

Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds

Refer customers to appropriate bank personnel to meet their financial needs.

USA Federal Credit Union, San Diego, CA., 2007

Financial Services Representative

Collect and record customer deposits and fees, and issue receipts using computers.

Determine customers' financial services needs and prepare proposals to sell services.

Refer customers to appropriate bank personnel to meet their financial needs.

Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds

Investigate and correct errors upon customers' request, according to customer and bank records.

EDUCATION

Associate of Science Degree, Southwestern College, Chula Vista, CA., Completed

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