Kimberley Bergantz
Vacaville
Summary
Dedicated worker that meets and exceeds customers expectations to the best of my ability. Have experience with customer service, worked in an office environment including clerical/filing, and meeting managements tasks. Great quality and organizational skills. Seeking an opportunity to grow, and develop within an organization.
Overview
5
5
years of professional experience
Work History
Collateral Protection Specialist
Travis Credit Union
05.2024 - Current
- Responsible for administering the collateral protection insurance process.
- Prints weekly CPI premium and refund reports, recalculates payments according to procedures.
- Acts as custodian for documents related to these activities; the mail recipient.
- Serves as the point of contact for insurance coverage related inquiries.
- Collaborates with State National Co. and a variety of insurance providers to ensure the correct documentation is received.
Associate Financial Service Representative
Travis Credit Union
06.2022 - 05.2024
- Works effectively at the teller line and platform side.
- Proactively initiates financial conversations to uncover members needs and goals.
- Helps build positive member relations by providing prompt, efficient, and accurate and personalized service to members.
- Assists large volume of long time members with little to no errors.
- Adheres to all banking regulations.
- Champion of Travis Credit Union's online banking conversion.
To-Go Specialist
Olive Garden Italian Restaurant
12.2021 - 06.2022
- Greeted guests in a friendly manner and took orders for to-go items, in person and over the telephone.
- Prepared special orders according to customer requests while maintaining high standards of quality assurance, and ensuring customer satisfaction.
- Operated cash register, collected payment from customers and provided change when necessary.
- Provided table service to restaurant guests by taking orders for food and beverages, delivering orders to the table, and ensuring a positive guest experience.
Sales Associate
Aerie By American Eagle Outfitters
05.2021 - 11.2021
- Built and maintained relationships, with peers and upper management to drive team success.
- Retained product, service, and company knowledge to serve as a resource for both co workers and customers.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Part Time Sales and Stock Associate
-Navajo-Area Rug Cleaning and Sales Company
06.2020 - 08.2020
- Greeted and helped new and longtime customers.
- Handled orders and deliveries, and helped maintain the stockrooms.
- Answered incoming phone calls, scheduled appointments, and maintained office records.
Education
High School Diploma -
Vacaville High School
Vacaville06-2021
Skills
- Banking
- Customer Service Experience
- Financial Services
- Salesforce Experience
- Proficient in Microsoft Office
- Inbound and Outbound Calling
- Food Services
- Catering
- Retail Sales/Customer Sales
- Stock Management
Timeline
Collateral Protection Specialist
Travis Credit Union
05.2024 - Current
Associate Financial Service Representative
Travis Credit Union
06.2022 - 05.2024
To-Go Specialist
Olive Garden Italian Restaurant
12.2021 - 06.2022
Sales Associate
Aerie By American Eagle Outfitters
05.2021 - 11.2021
Part Time Sales and Stock Associate
-Navajo-Area Rug Cleaning and Sales Company
06.2020 - 08.2020
High School Diploma -
Vacaville High School
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