Paulina Martinez
Sacramento
Summary
Experienced and customer-oriented New Accounts Representative dedicated to conducting comprehensive interviews with individuals interested in opening new accounts. Proficient in explaining a wide range of banking services and proficiently completing necessary paperwork. Skilled in sales and marketing strategies, ensuring exceptional service and support for clients.
Overview
8
8
years of professional experience
Work History
Money Center Associate
La Superior Super Mercados
05.2017 - 05.2019
- Train new employees
- Handle all payroll and bookkeeping functions
- Assign employees to specific duties to best suit needs of the store
- Create schedule and consider all time-off requests
- Count cash drawers and make daily bank deposits
- Maintain inventory log and place orders to restock supplies as needed
- Examine merchandise to verify correct price and no visible damage
Teller/ Lead Teller
Wells Fargo & Company
05.2019 - 10.2020
- Provide exceptional customer service to all incoming clients
- Greet all guests with warm, friendly welcome
- Maintain inventory and reorder supplies as needed
- Document and quickly resolve all customer satisfaction issues
- Maintain safe, fun working environment
- Collect payments and handle petty cash
- Diffuse intense customer situations to maintain high-level of satisfaction
- Schedule 3-5 appointments daily
Relationship Banker
Bank Of America, N.A.
11.2020 - 05.2021
- Researched companies and client prospects and met with team weekly to discuss findings
- Resolved claims of fraudulent purchases on customer accounts and advised customers on increased security practices
- Assist bank customers with opening and closing accounts, including issuing debit cards and personal checks
- Assisted managers with reviewing client transaction data
Receptionist
Western Dental & Orthodontics
08.2021 - 10.2021
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
- Confirmed appointments, communicated with clients and updated client records
- Answered central telephone system and directed calls accordingly
- Managed multiple tasks and met time-sensitive deadlines
- Answered large volume of incoming calls daily to resolve customer issues and schedule appointments
Claims Examiner
Aston Carter
11.2021 - 04.2023
- Collaborated with claims department and industry anti-traud organizations to resolve claims
- Reviewed and analyzed suspicious and potentially fraudulent insurance Claims
- Conducted day-to-day administrative tasks to maintain information tiles and process paperwork
- Examined reports, accounts and evidence to determine integrity and accuracy of information
- Worked productively in tast-moving work environment to process large volumes of claims
- Checked documentation for accuracy and validity on updated systems
Associate Banker
Wells Fargo & Company
12.2023 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Educated customers on features and benefits of banking products and services.
Education
High School - Languages
Natomas High School
05.2017
Skills
- Call center
- Customer care
- Management
- Customer service
- Microsoft office
- Safety Management
- Cash Handling
- Banking regulations
- Teller support
- Educating clients
- Relationship building
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker
Wells Fargo & Company
12.2023 - Current
Claims Examiner
Aston Carter
11.2021 - 04.2023
Receptionist
Western Dental & Orthodontics
08.2021 - 10.2021
Relationship Banker
Bank Of America, N.A.
11.2020 - 05.2021
Teller/ Lead Teller
Wells Fargo & Company
05.2019 - 10.2020
Money Center Associate
La Superior Super Mercados
05.2017 - 05.2019
High School - Languages
Natomas High School
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