QIANA T. JIMENEZ

**** ******** ******* **.

North Las Vegas, Nevada 89031

Email: adzde3@r.postjobfree.com

Mobile: 702-***-****

PROFESSIONAL EXPERIENCE

March 2022 - March 2023 Culture Coordinator – Unify Credit Union, Las Vegas,

NV

Provided administrative and project management support to the Culture Manager and

served as the primary point of contact for matters pertaining to systems used by the

Culture department. Provided processing support for culture initiatives as well as

logistics support for both small and large corporate culture events. Participated in

scheduling, planning and execution of all culture events, under the direction of the

Culture Manager. Including vendor and menu selection as well as logistics for events

such as team celebrations, thank you lunches, annual all employee meetings, etc.

Provided support to the Culture Project Teams including but not limited to scheduling

meetings, updating project management tools and resources, and documenting

processes and procedures. Responsible for administration of any systems used by the

Culture department such as SharePoint, Temenos Case Management System,

Recognition/Reward System, Volunteer System, Survey Monkey, etc. Gathered, created

and/or leveraged data on various organizational metrics such as employee turnover, exit

reasons, engagement scores, service levels, voice of team, team member satisfaction

surveys, etc., and provided reports to the Culture Manager and UNIFY leadership.

Works on a variety of projects as assigned.

December 2019 - March 2022 Member Financial Services Representative II –

Unify Credit Union, Las Vegas, NV

Serve as the liaison between the member and the Credit Union. Identify opportunities

and take actions to expand our memberships, shares and consumer loan growth,

through outbound calling, profiling members and generating internal referrals. Enhance

existing relationships with credit union members in the branch by identifying financial

needs and recommending convenient, efficient, and thoughtful financial solutions. Assist

members with all products, including Consumer and Real Estate loans, general inquiries,

recommending self-service technologies, and processing standard credit union

transactions such as deposits and check cashing as needed. Certified notary

responsibilities for customers.

December 2019 Contact Center Receptionist – LogistiCare, Las Vegas, NV

Greet incoming visitors and answer/redirect calls to the appropriate department as well

as supporting site staff so they can focus on their jobs. Greets guests, maintains visitor

logs and answers incoming calls for the site. Signs for and distributes package

deliveries. Ensure maintenance and proper operation of major site equipment (i.e.

printers, faxes, security system, badges) and restocks base supplies). Assists/Processes

submittals for new purchases and office set up (i.e. computers, headsets, monitors,

office supplies, voice mail set-up).

February 2019 - November 2019 Customer Service Representative –

LogistiCare, Las Vegas, NV

Assist customers with transportation questions and concerns. Schedule, modify and

cancel reservations as requested. Obtain and document details of any complaints being

filed. Receive and document customer concerns. Ensure that all relevant customer

information is documented Policy Adherence. Attend all required meetings. Adhere to

and ensure all company policies and procedures are maintained. Maintain an acceptable

attendance and tardiness record in Customer Service. Ensure accurate trip data input.

Maintain a polite and courteous manner at all times. Demonstrate sincere personal

commitment to producing high quality work. Refer unresolved customer grievances to

the designated department for further investigation and resolution. Promote a positive

working environment. Other duties as assigned. Back-up to the Contact Center

Receptionist, assist walk-in customers, answer incoming calls, redirect calls as

necessary, maintain and order inventory for office supplies, maintain constant contact

with vendors, deliveries and orders. Promoted to Contact Center Receptionist.

2018 Sr Personal Financial Representative – InTouch Credit Union, Las Vegas, NV

Serve as the liaison between the member and the Credit Union. Greet and welcome

members and visitors in a timely and professional manner. Ascertain member needs and

propose solutions that will meet and/or exceed their requests for their current and future

financial needs. Identify cross-sell opportunities to enhance relationship building with

members and provide enhanced services to members by maintaining an expert level of

knowledge of Credit Union features and benefits, lending guidelines, products and

services.

1999 – 2016 Chase

Relationship Banker – Chase, Las Vegas, NV

Duties include playing a vital role in customer banking experience by building

relationships with customers and providing them with products & services to meet their

ever-changing needs. Acquiring, retaining and expanding new and existing relationships,

meeting with customers face to face or over the phone to discover their financial needs

and provide product recommendations.

Personal Financial Representative – Washington Mutual, Las Vegas, NV Open,

service, and maintain both personal and business accounts on a daily basis. Back up

tellers and teller duties. Cross-sell products and services for existing customers and

make outbound calls to acquire new clients. Meet or exceed monthly sales goals.

Operations Supervisor – Washington Mutual, Las Vegas, NV/Lakewood, CA Supervise

all aspects of bank operations as well as a staff of 8 employees. Assist management with

daily operations, risk management, and customer service. Assist teller staff in reaching

referral goals and maintaining optimum levels of service through motivation and

training. Refer clients to appropriate sales or service staff. Maintain accountability for

sales/service standards.

Senior Bank Teller – Washington Mutual, Lakewood, CA

Supervise a teller staff of seven or more throughout various shifts. On-going training of

tellers with daily operations tasks such as; cash handling, customer service and teller

operations. Locating and correcting teller outages. Creating and managing weekly teller

staff schedules. Authority to approve large monetary transactions. Process wire

transfers. Research and correct customer account errors. Excelled at providing quality,

timely, and personalized customer service. Maintain and balance auxiliary vault and

(TCD) Teller Cash Disbursement machines.

Bank Teller / Customer Service Rep – Washington Mutual, Lakewood, CA Bank

teller duties include account holder verification, depositing and withdrawing funds,

issuing money. Heavy phones and handle customer complaints and grievances.

Responsible for training new tellers with daily tasks such as; cash handling, customer

service, and teller operations. Maintain and balance auxiliary vault and (TCD) Teller

Cash Disbursement machines.

1998 – 1999 Administrative Operations – Law Office of Daniel Nishiyama Office

Clerk

Duties included, answering busy telephones, filing, copying documents, setting

appointments and mail distribution.

EDUCATION & CERTIFICATIONS

Series 63 - Uniform Securities Agent State Law Examination -5/2013 (needs

updating)

Series 6 - Investment Company Products/Variable Contracts Representative

Examination -3/2013 (needs updating)

Insurance - 2/2009 (needs updating)

Passed State of Nevada Insurance Exam

Nevada Notary (4/2007)

Appointment # 07-2651-1

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