Alyssia DoCanto
Pleasanton
Summary
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
13
13
years of professional experience
2012
2012
years of post-secondary education
Work History
New Accounts Representative/Licensing Specialist
Southern Glazer's Wine and Spirits
Union City
06.2022 - 09.2025
- Assisted customers in opening new accounts and completing necessary paperwork.
- Explained account features and benefits to potential clients effectively.
- Processed customer applications using company software systems accurately.
- Collaborated with team members to ensure smooth onboarding of new clients.
- Trained in compliance procedures related to customer account management diligently.
- Performed data entry of new accounts into banking system database.
- Answered incoming calls from customers related to their accounts.
- Provided excellent customer service at all times while interacting with clients.
- Reviewed existing accounts for accuracy and completeness of documentation.
- Responded promptly to emails from clients requesting assistance.
- Reviewed licensing applications for compliance with regulatory standards and company policies.
- Coordinated with internal teams to gather necessary documentation for license approvals.
- Streamlined processes for license renewals, improving turnaround time for approvals.
- Compiled and maintained records of licensure information.
- Verified application data and account information against legal documentation to determine accuracy and integrity.
Receptionist
Southern Glazer's Wine and Spirits
Union City
06.2022 - 06.2023
- Managed incoming calls and directed them to appropriate departments.
- Greeted visitors and ensured positive first impressions of the company.
- Scheduled appointments and maintained calendars for executive staff.
- Assisted with event planning for corporate functions and meetings.
- Performed data entry tasks using company-specific software systems efficiently.
Customer Service Representative
Southern Glazer's Wine and Spirits
Cerritos
09.2019 - 06.2022
- Assisted customers with product inquiries and service requests.
- Processed orders and managed inventory through internal systems.
- Resolved customer complaints and escalated issues when necessary.
Prestige Beauty Advisor
Ulta
Cerritos
02.2017 - 05.2022
- Advised customers on product selection and application techniques.
- Maintained product displays to ensure an inviting shopping environment.
- Collaborated with team members to enhance customer service experience.
- Resolved customer inquiries and concerns promptly and professionally.
Assistant Manager
The Walt Disney Company
Anaheim
06.2012 - 09.2019
- Assisted in developing and implementing operational strategies for improved efficiency.
- Coordinated training sessions for new staff on company policies and procedures.
- Managed scheduling and resource allocation to optimize team productivity.
- Oversaw daily operations to ensure adherence to quality standards and protocols.
- Managed customer service inquiries and complaints in a timely manner.
- Supervised daily operations including scheduling shifts, assigning duties.
- Monitored employee attendance records, timekeeping, and payroll information.
- Collaborated with management on developing strategic plans for achieving business goals.
- Developed a system for tracking inventory and ordering supplies as needed.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Education
Cypress High School
Cypress, CASome College (No Degree) - Mortuary Science
Cypress College
Cypress, CASkills
- Document processing
- Professional demeanor
- Organizational skills
- Analytical skills
- Customer service
- Multi-tasking
- Financial transactions
- Excellent communication
- Attention to detail
- Time management
- Data entry
Timeline
New Accounts Representative/Licensing Specialist
Southern Glazer's Wine and Spirits
06.2022 - 09.2025
Receptionist
Southern Glazer's Wine and Spirits
06.2022 - 06.2023
Customer Service Representative
Southern Glazer's Wine and Spirits
09.2019 - 06.2022
Prestige Beauty Advisor
Ulta
02.2017 - 05.2022
Assistant Manager
The Walt Disney Company
06.2012 - 09.2019
Cypress High School
Some College (No Degree) - Mortuary Science
Cypress College