Experience

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  Pima Federal Credit Union

  • United States
  • Banking
  • 1 - 100 Employee

  • Senior MSR OFFICER

    • Dec 2015 - Present

  • Senior MSR

    • Dec 2015 - Present

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  Optum RX

  • Customer Service Advocate

    • Oct 2012 - Dec 2015

    Optum Rx (United Health Care) focused on high-quality, integrated pharmacy benefits management PBM) services to more than 6 million seniors .Optum Rx offers superior savings and outstanding customer service.

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  Wells Fargo Bank

  • Personal Banker

    • Dec 1991 - Jan 2012

    Devoted the day to building long term relationships with customers in person and by phone. Profiled customer financial needs and provided suggestions for applicable bank products and services. Reached out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminar and being active in the community Resolved difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction Managed client relationships and business development to include contacting new prospective clients with the goal of gaining banking relationships from employees of said companies; Provide same duties as teller Supervise teller staff and train new tellers Assist with new accounts. Assist supervisor with audit certifications

  • Personal banker

    • Dec 1990 - Jan 2012

    Personal Banker Devoted the day to building long term relationships with customers in person and by phone. Profiled customer financial needs and provided suggestions for applicable bank products and services. Reached out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminar and being active in the community Resolved difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction Managed client relationships and business development to include contacting new prospective clients with the goal of gaining banking relationships from employees of said companies; Provide same duties as tellerSupervise teller staff and train new tellersAssist with new accounts. Assist supervisor with audit certifications.

  • Merchant Teller

    • Jan 1993 - Nov 1995

    Responsible for large deposits, coin orders and merchant dropsDeveloped and maintained a high level of customer serviceAchieved and excelled sales quota quarterlyTook part in daily task such as: vault settlement, ATM services, outbound sales calls and nightly back-shop workTellerProvide customer serviceCross-sell products. Responsible for cash drawerResponsible for Safe Deposit Box Operations

• 

  Tucson Old Pueblo Credit Union

  • Head Teller (Service Manager)

    • Jan 1983 - Jan 1990

    Managed the teller services function to ensure prompt and efficient transaction processing Trained and coached tellersResponsible for effective staff salary administration and bonusResponsible for scheduling staff efficiently Ensured compliance with audit and operational regulations guidelinesResponded to inquires/problems.