Cesaria Garcia-Ali
Sacramento
Summary
Productive relationship builder amongst clients and co-workers; excels at tasks like listening to customer needs, articulating product benefits and creating solutions that provide value to the customer. Highly professional, dependable and able to perform duties with minimal supervision, as well as have extensive knowledge of company history, policies, products, and services, computer systems, marketing ,Accounting, and Finance. Resourceful Client Care Specialist with expertise in customer education and account management. Strong attention to detail and initiative to resolve issues effectively, driving client loyalty and operational efficiency.
Overview
14
14
years of professional experience
Work History
Deposit Operations Specialist
Golden One Credit Union
Sacramento
10.2022 - 01.2026
- Documented, reported and followed up on discrepancies.
- Maintained accurate case files and documentation for legal records.
- Assisted clients in understanding probate procedures and requirements.
- Communicated with attorneys regarding case updates and deadlines.
- Verified application data and account information against legal documentation to determine accuracy and integrity.
- Managed daily trust account operations and ensured compliance with regulations.
- Coordinated with clients to resolve inquiries and provide account support.
- Analyzed complex financial data for discrepancies or errors in calculations or postings.
- Advised senior management on best practices related to trust operations activities.
- Provided customer service support by responding promptly to inquiries from clients, attorneys and other professionals regarding trust operations activities.
Client Care Specialist
Wag Hotels
West Sacramento
10.2021 - 10.2022
- Manage multi-line phone & computer system with over 800 clients in queue at one time
- Scan/verify & input data/files to transfer information from clients accounts across software's
- Managed accounts receivables via telephone & email
- Inputting and Processing billing information (ex: putting CC on file)
- Educate new & existing clients on company services, policies & procedures as well as upsell company services/products based off clients personalized needs.
- Review & create new guest profiles and identify any “red flags” that require additional investigation
- Extensive knowledge of multiple software systems
- Refunding clients and go over invoices/receipts
- Prepared a high volume of correspondence reports, call back requests, and other requested documents within a 24 hour turn around time
- Handled a high volume of payment processing and provided customers with receipts & or proper bills and change
- Managed customer complaints and rectified issues
- Communicated with outside offices to obtain records and transfer files for mutual client needs
Internship
MainStreet Community Bank
Orange City
02.2021 - 08.2021
- Welcomed customers and offered pleasant service during entire transaction.
- Maintained confidentiality of bank records and client information.
- Adhered to financial services security and audit procedures.
- Directed specific questions to appropriate branch personnel.
- Used a strong knowledge of banking products and services to confidently educate customers about features/products benefits and fees/pricing.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Assistant Sales Representative
Philo Naturals International imports LLC
Sacramento
08.2011 - 08.2018
- Determine price schedules & discount rates
- Helped customers find specific products, answered questions and offered product advice
- Stayed up to date on company products and services to support sales objectives.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts
- Handled (high volumes) payment processing via Card, providing receipts and proper bills and change
- Communicated effectively with clientele to maintain customer satisfaction and loyalty
Customer Service Associate
Claire's Stores
Sacramento
11.2017 - 03.2018
- Educated customers on special pricing opportunities and company offerings
- Handled large amounts of cash and balanced cash drawer daily within prescribed balancing guidelines
- Organized and prioritized tasks and activities and worked within strict timeframes and deadlines
Education
Business & Finance - Leading in Finance
Harvard Business School-Professor Mihir Desai
Online2022
High School Diploma -
University High School
Orange City, FL2021
Marketing
Marketing Class
Orlando, FL2021
Skills
- Proficient in multiple computer software systems: Types at 50 WPM w/ 93% accuracy
- Creative
- Strong Networking Skills
- Effective Verbal & Written Communication Skills
- Initiative to Achieve Success
- Organized
- Attention to Detail
- Honest and Ethical
- Basic numeracy skills
- Strong customer service skills
- Flexible schedule
- Cash Handling
Timeline
Deposit Operations Specialist
Golden One Credit Union
10.2022 - 01.2026
Client Care Specialist
Wag Hotels
10.2021 - 10.2022
Internship
MainStreet Community Bank
02.2021 - 08.2021
Customer Service Associate
Claire's Stores
11.2017 - 03.2018
Assistant Sales Representative
Philo Naturals International imports LLC
08.2011 - 08.2018
Business & Finance - Leading in Finance
Harvard Business School-Professor Mihir Desai
High School Diploma -
University High School
Marketing
Marketing Class