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Office Staff Manager

Ocala, FL
November 28, 2020

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Sandra P Alvarez

***** ** **** ******* *****, FL 33183 305-***-****

Professional Summary

Knowledgeable Business Banking Specialist offering a determined and focused approach and proven ability to meet and exceed sales objectives. Good relationship-builder and problem-solver with excellent communication and organizational skills. Ready to bring 10 years of experience in the field to a dynamic new role with room for advancement.


Strategic Planning

Small business products

Banking principles

Business Development

Account development

Spanish speaking

Relationship building and management

Consumer banking specialist

Work History

Business Banking Specialist, 01/2014 to Current

Wells Fargo Bank – Miami, FL

Provided leadership and direction to grow team portfolio and increase revenue.

Created independent tools to verify data and results of analytical systems.

Met with customers to assess needs and propose customized solutions.

Stayed up-to date with latest bank products and services for businesses.

Delivered exceptional experience and maintained productive relationships with area small businesses.

Structured and finalized secured and unsecured loans.

Verified business transactions to assess compliance with quality control standards.

Generated business and acquired new customers through diverse promotional, outreach and networking strategies.

Bank Teller, 01/2009 to 11/13/2020

Wells Fargo – Miami, FL

Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Checked amount details and fraud markers for transaction papers such as checks and money orders.

Promoted products or services to each customer to consistently achieve sales targets.

Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Monitored customer behaviors and upheld strict protocols to prevent theft of assets.

Provided customer records on demand, including account statements and copies of checks.

Sold and cross-sold bank products to new and existing customers.

Logged cashier's checks and other transactions to maintain accuracy of account records.

Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.

Hospital Registrar, 01/1998 to 01/2008

Kendall Regional Medical Center – Miami, FL

Facilitated organized record retrieval and access by maintaining filing system for both in-house and discharged residents.

Supported providers in outpatient medical office through coordinating all administrative operations.

Completed skilled administrative work to support all office staff and operational requirements.

Improved timely payment of bills by developing flexible payment plans for patients.

Organized paperwork such as charts and reports for office and patient needs.

Coordinated patient scheduling, check-in, check-out and payments for billing.

Completed and filed financial documentation for accounting purposes.

Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.

Received, recorded and addressed incoming and outgoing communication via telephone and email.


Health Service Administration: Health Services Administration, 08/2001

National School of Technology

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