Consultant Sales

Skills

●Customer Service

●Retail/Sales

●Cash Handling

●Merchandising

●Outbound Telemarketing

●Proficient in full Office Suite

September 2020- April 2021

Patelco Credit Union- Senior Service Representative (Lead teller)

Opening Tasks

oAudited the vault and balanced cash.

oAudited the ATM and recorded the number of remaining cards.

oPre-balanced the cash balance before opening to the teller station to public.

Closing Tasks

oBalanced the vault to make sure all transactions throughout the day were in alignment.

oMade sure the negotiable balance was in line with the system.

Cash Withdrawal and Deposits

oValidated proper identification to ensure the customer was the account holder.

oVerified the verbal amount stated by the customer was correct before deposit.

oCompleted a currency transaction report.

Domestic Wires

oVerified that all information was correct before sending it over to the wire department.

oGuided customers through the necessary paperwork.

Inventory duties

oSold negotiables including cashier and temporary checks.

oEnsured negotiables balanced at the end of the day.

Called/emailed customers to share preapprovals.

oFollowed up with customers once they accepted an offer.

oProvided customer service and attended to all inquiries from clientele.

November 2019 -September 2020

San Francisco Fire Credit Union- Financial Consultant Level 1 (Bank Teller)

Cash withdrawals/deposits

oValidated proper identification to make the customer was the account holder.

oCounted cash by hand.

oVerified the verbal amount stated by the customer was correct before deposit.

oUsed Excel to keep track of all cash deposits and withdrawals.

Closing tasks

oBalanced the vault to make sure all transactions during the day corresponded with the vault.

oLogged all the cashiers checks and temporary checks that were created throughout the day.

oMade sure all wires created were processed the same day.

Wire’s international/domestic

oVerified that all information was correct before sending it over to the wire department.

oGuided customers through the necessary paperwork.

o Validated the IBAN number was correct for international wires.

October 2018- November 2019

The Ritz Carlton Bacara, Bistro- Server

Opening Tasks

oCompleted side work before restaurant opened.

o Polished glasses and silverware.

o Transitioned the tables from dinner to breakfast service.

Opening Tables

oGreeted the table and took guests’ initial beverage order.

Service

oProvided excellent service to multiple tables.

oCoordinated with manager to make sure all tables were attended to.

Knowledge of food/beverages

oMaintained knowledge of wine and spirits in house.

oKept track of all cuisine items on menu and seasonal specials.

June 2017- June2018

Sunglass Hut- Sales Consultant (Key Holder)

Responsible for keeping sunglasses in selling condition.

Opening Duties

oOpened up the cash register for the day.

o Ensured the store was presentable before opening.

oUnlocked the sunglass cases.

Inventory Sales and Returns

oVerified all items sold and returned matched our inventory.

oEvaluated that returns were free from damage.

Closing tasks

oLocked up sunglass cases and balanced and register.

o Recorded cash amount into the system and lock cash into a safety deposit box.

Education

Santa Barbara City College, Santa Barbara, CA

Mercy High School, Burlingame CA, High school diploma

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