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Bank Teller Medical Office

Ocala, FL
October 25, 2022

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***** ** **** ******* *****, 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


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 12/2013

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. EDUCATION

Health Service Administration: Health Services Administration, 08/2001 National School of Technology

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