JOSEPH VASQUEZ

● Assisting Payroll Accountants with utilizing their digital accounting system including completing digital timecards and

payroll operations through technical demonstrations, office hours and onsite visits.

● Aids clients to understand and maximize full capability of digital solutions and how to derive full value to

optimize their customized workflows.

● Answers questions ad hoc which builds trust and strong relationships with clients.

● Spearheaded an in-depth training roadmap for new team members to ensure overall success for all Digital

Success Specialists.

● Utilizes Salesforce to run accurate and timely reports both internal and external including metrics,

surveys, and open cases

• Evaluated the financial profiles of both current and potential clients.
• Analyzes the suitability of granting different kinds of loans.
• Assists loan officers in writing loan requests; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services
• Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.

• Demonstrated active listening and delivered comprehensive answers to detailed client inquiries.
• Collaborated across departments to deliver exceptional customer service experiences.
• Offer solutions to client's financial needs (Example Checking, Savings, CDs, Auto Loans, Credit Cards, Merrill Lynch Referrals and Home Loans)
• Organized and led various team engagement activities including birthday celebrations, holidays, potlucks, outings, volunteer events, and blood drives.
• 5 days to 90 days past due, collecting balances up to $100,000

• Collections, customer service, submitting extensions and other loss mitigation and recovery activity
• Contacts delinquent customers in order to secure payments and determine reason for delinquency on active or inactive loan, deposit, and/or credit card accounts
• Negotiating payments/payment arrangements, handling debtor enquiries and provides administrative assistance to the team

• Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
• Strengthened client relationships by providing personalized banking solutions and excellent customer service.
• Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
• Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Processed customer transactions promptly, minimizing wait times.