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Administrative Assistant Customer Service

Location:
Concord, CA
Posted:
May 14, 2025

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Resume:

CLAUDIA

MARTINEZ

ALEMAN

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

***-******

Oakland, CA 94603

Detail-oriented administrative assistant, data entry and office management. Offering over 13 years of experience in customer service in english and spanish. Self-motivated work ethic to perform effectively in independent or team environments.

PROFESSIONAL SUMMARY

MnL Accounting And Tax Services - Administrative Assistant Hayward, CA • 11/2023 - Current

Salins Orthodontics - Scheduling Coordinator

Union City, CA • 12/2022 - 09/2023

Bank Of The West - Relationship Banker

San Leandro, CA • 07/2018 - 04/2022

WORK HISTORY

Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

Restocked supplies and placed purchase orders to maintain adequate stock levels.

Executed record filing system to improve document organization and management.

• Scheduled client appointments for bookkeeping and tax clients. Efficiently work within Quickbooks Desktop 2018 and Quickbooks online. Working off bank feeds allocating transactions and reconciling accounts.

Manually input cash receipts, other transactions and deposits that are not already downloaded from accounts in to Quickbooks.

Managed daily scheduling conflicts to reduce operational backlogs and support full shift-coverage.

Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.

Communicated scheduling changes to staff members, implementing proof-of-receipt to reduce errors.

Developed strong working relationships with management and executive team through effective scheduling and communication skills.

Navigated through online systems and communicated via phone with insurance companies to verify insurance such as Blue Cross, Delta Dental and Blue Shield.

• Resolved customer complaints and disputes to maintain satisfaction SKILLS

• Clerical Support

• Filing

• Appointment Scheduling

• Calendar Management

• Data Entry

• Customer Service

Life Academy High School

Oakland, CA • 06/2004

High School Diploma

EDUCATION

KFC - Cashier/Customer Service Cashier

San Leandro, CA • 05/2010 - 05/2014

and loyalty.

Cultivated strong customer relationships by providing tailored advice and services.

Maintained in-depth product and service knowledge for well-informed customer advice.

Analyzed customers' financial information to deliver personalized account guidance.

Assisted customers with completing required forms for opening and closing bank accounts.

Facilitated customer transactions, including deposits, withdrawals and transfers.

Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.

Backed up teller team by handling needs of new and existing customers at main counter.

Greeted customers and delivered information about new account processes.

Counted money in cash drawers at beginning and end of shifts to maintain accuracy.

Worked closely with shift manager to solve problems and handle customer concerns.

• Trained and mentored new sales representatives.

Operated cash register to record transactions accurately and efficiently.

Learned duties for various positions and provided backup at key times.

Conducted inventory counts by adding each item in stock and documenting in computer system.



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