Summary
Overview
Work History
Education
Skills
Timeline
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ALYSSA VALADEZ TOBIAS

Sacramento,CA

Summary

Professional in financial sector, bringing valuable experience in client relationship management and financial analysis. Recognized for collaborative approach and reliability in dynamic environments. Known for leveraging analytical skills and attention to detail to drive results and support team objectives.

Overview

8
8
years of professional experience

Work History

Banker/TELLER

GOLDEN1 CREDIT UNION
11.2024 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Balanced teller drawers and ATM cash.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Analyzed daily financial transactions to ensure accuracy and integrity of bank's financial records.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

TPPPS/Casino Banker

Blackstone Gaming
06.2022 - 07.2024


  • Prepared forms for countdown of coins and reconciled accountability in accordance with established policies and procedures.
  • Supported overall financial stability of the casino by accurately preparing end-of-shift reports, balancing currency inventories, and submitting required documentation to accounting departments on time.
  • Optimized staff productivity through effective communication, training, scheduling, and performance evaluation of subordinates within the banking department.

Handled casino chips and distributed winnings to customers.

• Ensured proper collection of all losing bets/wagers by the dealer.

• Maintained accountability of money banks and released to assigned

personnel.

BDC Representative

Folsom Buick GMC
08.2018 - 05.2022
  • Provided exceptional customer service through active listening, empathetic responses, and timely problem resolution.
  • Optimized CRM system usage for efficient tracking of leads, prospects, and client communication history.
  • Collaborated with sales team to ensure seamless transition from initial contact to final sale, enhancing client relationships.
  • Nurtured existing client relationships through regular check-ins via phone or email correspondence.
  • Contributed to dealership revenue by upselling additional products or services during the sales process.
  • Supported company growth initiatives through participation in marketing campaigns, promotional events, and product launches.
  • Identified and solved problems with minimal guidance to minimize disruptions to business.
  • Boosted sales with proactive follow-up calls and consistent communication with potential clients.

BDC Representative

Elk Grove Toyota
03.2019 - 12.2020
  • Provided exceptional customer service through active listening, empathetic responses, and timely problem resolution.
  • Optimized CRM system usage for efficient tracking of leads, prospects, and client communication history.
  • Collaborated with sales team to ensure seamless transition from initial contact to final sale, enhancing client relationships.
  • Nurtured existing client relationships through regular check-ins via phone or email correspondence.
  • Contributed to dealership revenue by upselling additional products or services during the sales process.
  • Supported company growth initiatives through participation in marketing campaigns, promotional events, and product launches.
  • Identified and solved problems with minimal guidance to minimize disruptions to business.
  • Boosted sales with proactive follow-up calls and consistent communication with potential clients.

Retail Sales Associate

Gap Outlet
02.2018 - 08.2018
  • Greeted customers and helped with product questions, selections, and purchases.
  • Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
  • Processed transactions efficiently using point-of-sale systems, minimizing wait times for customers at checkout.
  • Greeted customers and provided outstanding customer service.

Retail Associate

DD's Discount Store
10.2017 - 01.2018
  • Maintained a clean and welcoming store environment to enhance the overall shopping experience for customers.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Managed inventory effectively, ensuring proper stock levels and timely replenishment of merchandise.
  • Handled cash transactions accurately, maintaining balanced registers and reducing discrepancies during shift changes.
  • Maintained clean sales floor and straightened and faced merchandise.
  • Greeted customers, helped locate merchandise.

Education

ROSEVILLE ADULT SCHOOL
Roseville, CA

Skills

  • Customer service
  • Cash handling
  • Creative thinking
  • Cash management
  • Product promotion
  • Goal planning
  • Cross-selling expertise
  • Consumer banking
  • Relationship building
  • Customer Service-oriented
  • Analytical thinking
  • Customer education
  • Developing customer relationships
  • Money transfers
  • Analyzing performance
  • Follow-up skills
  • Sales proficiency

Timeline

Banker/TELLER

GOLDEN1 CREDIT UNION
11.2024 - Current

TPPPS/Casino Banker

Blackstone Gaming
06.2022 - 07.2024

BDC Representative

Elk Grove Toyota
03.2019 - 12.2020

BDC Representative

Folsom Buick GMC
08.2018 - 05.2022

Retail Sales Associate

Gap Outlet
02.2018 - 08.2018

Retail Associate

DD's Discount Store
10.2017 - 01.2018

ROSEVILLE ADULT SCHOOL
ALYSSA VALADEZ TOBIAS