Service Representative Client
Resume:
THALIA L EON
CONTACT
**********@******.***
SKILLS EXPERIENCE
Time management
Punctual
Financial Transactions
Strong typing
Navigating various
websites/applications
Microsoft word, excel, one
note
Strong work ethic
Communication
Multi-tasking
Strategic thinking
Bank Of America June 2024 – January 2025
Client Service representative II
• Responding to customer inquiries, resolving
problems, account maintenance, ensuring seamless
delivery
• Accurately capturing and recording data during
client interactions
• Ability to navigate through multiple screens and applications while assisting customers
• Identifying client needs and recommending solutions for Zelle, fraud, general account inquiries
OneAZ Credit Union – Sept 2022 – June 2024
Virtual Banker
• Process consumer loan applications from
members/prospective members that have applied
via the web or phone channel
• Review credit reports, debt to income ratios, loan to value and other pertinent underwriting information
• Explain, promote, and inform members, like loan
protection products
• Develop new member relationships and expand
existing member relationships by providing credit
union solutions/relationship banking
• Obtain necessary stipulations for the loan
application funding that range from lines of credit, vehicle loans, credit card products, equity mortgage loans and deposit accounts
• Use electronic signature software to send and
process loan and account documents for members,
reach out to members to ensure to communicate
the process
• Perform required research to avoid escalated issues
• Completing reassigned applications, originally
assigned to other bankers.
• Manage a pipeline of consumer loans and deposit
account applications, while reporting on pull-
through ratios, overall performance and any
obstacles that are present
EDUCATION
Mountain Pointe High School
05/2019
Highschool diploma
Working in a call center environment, responding to incoming calls and making outbound calls as needed Arizona Federal credit union – Oct 2019 – Sept 2022 Personal Banker
• Provide an excellent member experience, being an expert in problem resolution, performing and
processing transactions for members (including cash handling)
• Offering products, services, and partnerships and having full knowledge of what we are offering
• Educating members on self-service options
• Completing account maintenance reports
Back up vault duties
• Taking in and verifying cash orders from brinks
• Filling machines when they are low on cash
• Keeping track of all machines
• Balancing machines at the end of the night
Robert Wayne Shoe store – July 2019 – Oct 2019
Sales associate
• Assisting customers with any questions they may
have
• Offering rewards
• Keeping up with store cleanliness
• Organizing and unpackaging stock
• Money handling when closing registers
Van Heusen - Feb 2018 – Aug 2019
Sales associate
• Assist customers with their shopping needs in finding the right merchandise or answering any question
they may have.
• ordering sold out merchandise.
• ringing up their purchases.
• offering rewards for future discounts.
• maintaining sales and conversion numbers.
• Keeping up with store cleanliness.
• Assisted with training new employees
• Money handling when closing registers
• Made sure registers were balanced.
Contact this candidate