Martha Vivas
Lawrenceville,GA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
03.2024 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Followed up with customers to gather feedback and provide additional assistance.
- Promoted financial products by maintaining excellent service offering knowledge.
- Greeted customers and delivered information about new account processes.
- Responded to customer inquiries regarding new accounts and account services.
Medical Assistant
Optimum Pain Management Center
08.2022 - 02.2024
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Performed medical records management, including filing, organizing and scanning documents.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Collected and documented patient medical information such as blood pressure and weight.
- Taught patients about medications, procedures, and care plan instructions.
- Oriented and trained new staff on proper procedures and policies.
- Collected pertinent data and calculations to aid physician in interpreting results.
- Followed appropriate procedures to minimize patient's exposure to radiation.
- Liaised with patients and addressed inquiries, appointment requests and billing questions.
- Conducted monthly and quarterly inventory of supplies using facility cost reporting records.
- Helped improve patient outcomes by educating and advising on relevant treatments and care.
Personal Banker
Wells Fargo & Company
08.2019 - 02.2021
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Followed up with customers to gather feedback and provide additional assistance.
- Expanded client base by promoting new financial products.
- Explained account terms and conditions to customers.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Lead Teller
Wells Fargo & Company
03.2017 - 08.2019
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered inquiries regarding checking and savings accounts and other related products.
- Received car loan, home loan, and other payments and posted to accounts.
- Mentored newly hired team members on appropriate responses to patron questions.
- Introduced customers to other bank team members to help meet financial needs.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Handled various accounting transactions.
Education
No Degree - Hospitality Administration And Management
Gwinnett Technical College
Lawrenceville, GA05-2016
Skills
- Fraud prevention
- Upselling
- Banking
- MS Excel
- Member support
- Client relationship management
- Customer satisfaction
- Spanish fluency
- Interpersonal skills
- Rapport building
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo & Company
03.2024 - Current
Medical Assistant
Optimum Pain Management Center
08.2022 - 02.2024
Personal Banker
Wells Fargo & Company
08.2019 - 02.2021
Lead Teller
Wells Fargo & Company
03.2017 - 08.2019
No Degree - Hospitality Administration And Management
Gwinnett Technical College
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