Summary
Overview
Work History
Skills
Timeline
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Temple Dumas

Cypress

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Motivated to help clients make responsible and beneficial financial decisions while effectively working to support all branch operations.

Overview

12
12
years of professional experience

Work History

Area Banker

CITIBANK
Cypress, CA
01.2019 - Current
  • Successfully opened and managed regular and special title accounts,
  • Cross-sold credit cards, loans and other bank products.
  • Executed wire transfers, stop payments and account transfers.
  • Educated customers on online banking and mobile banking applications.
  • Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Continuously updated knowledge of regulations, policy, and procedures.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Streamlined operations, implementing efficient processes to improve overall productivity and performance.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Educated customers on features and benefits of banking products and services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Trained new hires on customer service policies and procedures.

Administrative Assistant

UCLA HEALTH
Los Angeles, CA
10.2016 - 11.2018
  • Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.

Host

RED ROBIN
Garden Grove, CA
10.2013 - 09.2014
  • Enhanced customer satisfaction by promptly greeting and seating guests upon arrival.
  • Managed reservations efficiently to accommodate walk-in guests and reduce wait times.
  • Implemented table rotation system for optimal server workload distribution, resulting in improved service quality.
  • Maintained a clean and welcoming atmosphere by quickly addressing spills and resetting tables after guest departure.
  • Assisted servers with food delivery during peak hours to ensure timely service for all guests.
  • Provided exceptional customer service by attentively listening to guest needs and promptly addressing any concerns or issues.
  • Contributed to team success through effective communication and cooperation with coworkers and management.

Event Planner

JOHNS INCREDIBLE
Buena Park, CA
10.2011 - 06.2014
  • Organizing, Coordinated and scheduled events, Payment processing, Hosting events, Performed variety of concurrent tasks, Accommodating to guest needs
  • Developed strong relationships with clients, fostering trust and rapport for ongoing business opportunities.
  • Corresponded with clients to answer questions and resolve issues.
  • Trained and supervised event staff to complete tasks on time.

Skills

  • High attention to detail
  • Proficient with Microsoft (Word, Excel, Powerpoint)
  • New Account Setup
  • Teller Support
  • Product Promotion
  • Teller Experience
  • Customer Relationship Management
  • Due Diligence
  • Strong interpersonal and communication skills
  • Task Prioritization
  • Time management
  • Problem-solving and critical-thinking skills
  • Products and Services Knowledge
  • Customer Service
  • Regulatory Compliance
  • Employee Training Assistance
  • Follow-Up Skills
  • Retention Strategies
  • Cross-Selling Expertise
  • ATM Balancing
  • Resourcefulness
  • Meeting Sales Goals
  • Goal Planning
  • Opening and Closing Procedures
  • Reviewing Documents
  • Risk Management Policies
  • Relationship Building
  • Account Servicing
  • Analyzing Performance
  • Analytical Thinking

Timeline

Area Banker

CITIBANK
01.2019 - Current

Administrative Assistant

UCLA HEALTH
10.2016 - 11.2018

Host

RED ROBIN
10.2013 - 09.2014

Event Planner

JOHNS INCREDIBLE
10.2011 - 06.2014

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Temple Dumas