Manuel Marroquin
Desert Hot Springs
Summary
Results-driven professional with extensive experience in managing vault operations and leading teller teams, ensuring the highest standards of accuracy in financial transactions and strict adherence to security protocols. Expertise in team leadership fosters a collaborative environment that enhances operational efficiency and customer satisfaction. Strong cash handling skills, combined with a commitment to maintaining integrity in all financial dealings, contribute to a reliable and secure banking experience. Prepared to leverage proven capabilities in a dynamic role within the financial services sector.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Medical Receptionist
Palm Springs, CA
03.2025 - Current
- Managed referrals to external imaging centers and prepared laboratory orders for blood and urine tests, ensuring accuracy and timely processing for a urology clinic.
- Verified insurance coverage, processed authorizations, and handled billing inquiries related to urology services.
- Prepared and submitted medication orders as directed by urology providers
- Maintained and updated electronic medical records (EMR/EHR) with accuracy and confidentiality.
- Assisted patients with pre-procedure instructions and provided aftercare information as directed by providers.
- Coordinated communication between physicians, nurses, labs, imaging centers, and pharmacies.
- Answered high-volume phone lines, triaged calls, and directed urgent concerns to clinical staff.
- Collected and processed patient payments, co-pays, and balances in compliance with clinic policies.
- Supported providers by preparing patient charts and ensuring procedure rooms were properly stocked.
- Ensured compliance with HIPAA regulations and maintained patient confidentiality at all times.
- Demonstrated strong knowledge of urology terminology, procedures, and patient care requirements.
- Utilized electronic health record systems to maintain accurate patient information and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Checked patient insurance, demographic, and health history to keep information current.
- Prepared and processed patient referrals and transfer requests.
Bank Teller
PNC-Desert Hot Springs, CA
Desert Hot Springs, CA
12.2023 - 03.2025
- Identified customer needs and referred products such as checking accounts, credit cards, and loans, contributing to branch sales goals.
- Verified customer identification and followed security procedures to prevent fraud and protect customer information.
- Handled large volumes of cash, consistently meeting performance and compliance standards.
- Resolved customer issues promptly and escalated situations when necessary to ensure customer satisfaction.
- Assisted with opening new accounts and explaining bank products clearly to customers.
- Performed end-of-day reconciliation, prepared daily reports, and ensured all transactions followed federal and bank regulations.
- Supported ATM balancing, vault operations, and branch audits as needed.
- Collaborated with team members to meet branch service, sales, and operational goals.
- Delivered fast, friendly, and professional customer service, assisting an average of 30 customers per day.
- Participated in training new tellers, sharing best practices for effective customer service delivery.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Educated customers on use of banking website and mobile apps.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Led weekly team meetings focused on continuous improvement initiatives throughout the branch operations.
- Supervised daily cash balancing activities, identifying discrepancies and addressing issues promptly.
- Maintained accurate records of all vault transactions, ensuring proper documentation and compliance with regulations.
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
- Performed vault, alarm and door duties to facilitate opening and closing of operations.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Education
Associate's degree - Health Science/Nursing, Health Science
College of The Desert
Palm Desert, CA05.2024
Skills
- Vault operations and cash management
- Currency ordering, shipment, and inventory control
- Training and onboarding of tellers
- Client interaction via phone calls
- Microsoft Excel
- Customer service
- Maintaining patient confidentiality
- Microsoft PowerPoint
- Credit card accounts
- Patient registration
- Multitasking
- Cash flow monitoring
- Medical referrals
- Loan accounts
- Certificate of Deposit (CD) accounts
- Check cashing
- Processing cash transactions
- Anti-money laundering
- Adobe Acrobat
- Microsoft Word
- Problem-solving
- Counting cash
- Administrative experience
- Computer operation
- Greeting customers
- Technical Proficiency
- Organizational skills
- Cash loss identification
- Check ordering
- Balancing cash drawers
- Banking
- Time management
- Customer relationship building
- Currency exchange handling
- Promoting bank services
- Phone communication
- Withdrawals
- Medical terminology
- Checking accounts
- Customer complaint resolution
- Assisting with digital banking services
- Detecting counterfeit currency
- Preventing cash discrepancies
- Microsoft Office
- Appointment scheduling
- Spreadsheets
- Word processing
- Communication skills
- Accurate transaction records management
- Savings accounts
- Computer skills
- Exchange foreign currency
- Anatomy Knowledge
- Bilingual
- Customer identification program (CIP)
- Microsoft Outlook Calendar
- Balancing end-of-day transactions
- Microsoft Outlook
- Bank transfers
- Money market accounts
- Teamwork
- Computer literacy
- Mobile devices
- Promoting bank products
- Customer relationship management
- KYC
- Deposits
- HIPAA
- Human resources
- Leadership
Certification
Driver's License
Languages
English - Fluent
Spanish - Fluent
Timeline
Medical Receptionist
03.2025 - Current
Bank Teller
PNC-Desert Hot Springs, CA
12.2023 - 03.2025
Associate's degree - Health Science/Nursing, Health Science
College of The Desert