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Customer Service Financial Services

Location:
Lake Worth, FL
Posted:
December 26, 2024

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Resume:

**** ***** **

LAKE WORTH, FL *****

561-***-****

************@*****.***

Siliana S. Andre

Intelligent individual with over 25+ years of experience across various career industries such as financial services, customer services, health departments, and public leadership. Currently seeking a position in a stimulating, challenging environment where the ability to develop new skills is ubiquitous. SKILLS

● Able to understand and adapt to changes within workplace divisions, structures, and culture

● Excel in community involvement projects through fostering strong connections and engaging with diverse groups

● Special skills in auditing secure and non-secure financial transactions with meticulous detail to regulatory compliance

● Professional with a great ability to mentor employees and build workplace morale

EXPERIENCE

BankUnited, Delray Beach, FL — Senior Financial Specialist JULY 2022 - PRESENT

● Providing exceptional customer service skills through comprehensive analysis and strategic financial solutions for BankUnited clients

● Maintaining operational and marketing pursuits by efficiently executing cash and non-cash transactions in compliance with company policy

● Utilizing innovative approaches to mitigate potential financials risks in order to aid BankUnited clients in achieving long-term financial goals

● Engaging with higher-level and lower-level financial specialists in order to maintain knowledge of current policies, procedures, and market products

Walgreens, Lake Worth, FL — Manager

FEB 2017 - JULY 2022

● Maintained company standards through training and engaging with fellow employees

● Supervised and oversought the growth of employees through coaching and regulations

● Provided quality services by implementing company regulations and swiftly resolving appropriate customer related issues

● Kept track of daily revenue from POS systems to ensure transactions were done honestly and correctly

Sylvie’s Meat & Grocery Food Market, Lantana, FL — Owner OCT 2012 - MAY 2016

● Created guidelines and regulations to successfully run my self-owned establishment

● Trained staff and employees to follow state and federal health & safety codes

● Ensured management and employees implemented guidelines to ensure customer satisfaction

● Accurately and efficiently maintained inventory through data tracking of products and replenishments

New Way Tax Services, Palm Springs, FL — Tax Preparer NOV 2010 - MAY 2015

● Responsible for preparing tax and amendment returns in accordance to state and federal law

Washington Mutual Bank, Lake Worth, FL — Senior Teller AUG 2003 - OCT 2008

● Exercised expertise as a customer service representative

● Practiced strong oral and written communication skills

● Excelled in sales management and exceeded monthly sales goals

● Proved knowledgeable at understanding debt relationships, negotiable instruments, products, and services

St. Mary’s Medical Center, West Palm Beach, FL — Health Information Coordinator

DEC 1997 - SEPT 2003

● Accurately recorded and maintained patient medical records in accordance to HIPAA

● Responded to staff and patient requests via telephone and/or written communication

● Obtained complete and legible information for the prompt filing of birth certificates

● Prepared affidavits and notarized paternity paperwork

● Proved knowledgeable in vital statistic guidelines on birth registration

● Proved knowledgeable and skilled in the departments of Health and Rehabilitation Services

● Acted as a translator in interview for patients who mainly or only spoke Haitian Creole

EDUCATION

Gold Coast Professional School, INC.

2004 - 2006, WEST PALM BEACH, FL

Certified in Life, Health, and Variable Annuity Insurance and Real Estate Sales Palm Beach Community College — Non-degree

1996 - 1998, LAKE WORTH, FL

Lake Worth Community High School — High School Diploma AUG 1991 - MAY 1995, LAKE WORTH, FL

PROFESSIONAL MEMBERSHIPS

● Member of the National Notary Association (NNA) since 2002



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