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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.

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

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Executed record filing system to improve document organization and management.

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• 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.

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

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

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

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

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

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

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• 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.

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

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Analyzed customers' financial information to deliver personalized account guidance.

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

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Facilitated customer transactions, including deposits, withdrawals and transfers.

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

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

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Greeted customers and delivered information about new account processes.

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

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

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• Trained and mentored new sales representatives.

Operated cash register to record transactions accurately and efficiently.

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

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

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