Angel De La Rosa
Suwanee
Summary
As an ambitious, goal oriented individual, I strive for excellence in any project that is presented. Being a driven professional, expanding my horizons in a new environment with opportunity of growth and character building is what I aspire for. I am eager to learn new skills in a world that is constantly evolving.
Overview
9
9
years of professional experience
Work History
Universal Banker
TRUIST
Grayson, GA
01.2025 - 03.2026
- Facilitated customer transactions, ensuring accuracy and adherence to banking policies.
- Assisted clients with account inquiries, enhancing customer satisfaction through effective communication.
- Trained and mentored new staff on operational procedures and customer service excellence.
- Implemented process improvements that streamlined daily operations and increased efficiency.
- Analyzed client feedback to identify opportunities for service enhancement and product development.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Office Manager
Suwanee Foot and Ankle Specialists
Suwanee
08.2021 - 01.2024
- Successfully aided in the opening of Suwanee Foot and Ankle Specialists.
- Treatment planning and facilitated third party financial assistance for patients.
- Coordinated with Emory and Northside hospitals to schedule patients surgeries and treatments.
- In charge of onboarding new employees as well as trained them to maximize efficiency for daily operations.
- Supported the physicians to obtain office efficiency for both team members and patients.
- Ensured effective communication between front desk, back office, and clinical staff.
- Ensured templates are adhered to as requested by the physicians.
- Responsible for patient vital intake.
- Contacted insurance companies to verify coverage and eligibility, as well as obtained approvals for medications, surgeries, and at home care.
- Addressed and solved patient concerns, in a calm and professional manner.
Front Desk
GI Care for Kids
Atlanta
10.2018 - 06.2021
- Maintained and organized patient files for 13 different doctors.
- Checked patients in and out in a timely manner.
- Kept a professional demeanor and ensured best patient care in a high stress level office while seeing 100+ patients per day.
- Obtained patient authorizations for infusions.
- Basic knowledge of insurance and billing processes.
Clerk
QuikTrip
Norcross
02.2017 - 08.2020
- Attended to and assisted customers to ensure satisfactory customer service while greeting every customer that entered the establishment.
- Accepted payments and maintained a balanced cash drawer at the end of every shift.
- Responsible for the daily operations of a gas station, such as maintained a clean environment, contributed to store organizations, oversaw inventory, and provided the utmost customer service.
Education
High School Diploma -
Central Gwinnett High School
Lawrenceville05.2018
Pre-requisite courses -
Georgia Gwinnett College
LawrencevilleSkills
- Analytical, energetic, ambitious and detail-oriented professional with broad experience in customer service, strong leadership and team building skills Flexible with complex and stressful tasks
Affiliations
- PCOM Member
- 08/2016 – 05/2018 | Lawrenceville
- PCOM is an organization that aids future doctors and any heath professionals. We received hands-on training and insight of what it is to be a part of our fast growing medical field.
References
- Esmeralda Gomez, Sage Dental
(470) 215-5224
- Candyce Gholston, Manager at Truist
(334) 275-7215
- Souranaly Pommachack, Relationship Banker at Truist
(404) 444-7809
Timeline
Universal Banker
TRUIST
01.2025 - 03.2026
Office Manager
Suwanee Foot and Ankle Specialists
08.2021 - 01.2024
Front Desk
GI Care for Kids
10.2018 - 06.2021
Clerk
QuikTrip
02.2017 - 08.2020
High School Diploma -
Central Gwinnett High School
Pre-requisite courses -
Georgia Gwinnett College