Jose Andres Nieves Morales
Naranjito
Summary
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Overview
4
4
years of professional experience
Work History
Retail Banker
Banco Popular
05.2023 - Current
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
Teller
Banco Popular
12.2021 - 05.2023
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Health Care Specialist
Army NG
01.2020 - Current
- Administered and prescribed appropriate courses of treatment.
- Assessed safety and operability of vehicles, equipment and medical supplies to prevent unnecessary health risks.
- Provided both emergency and standard medical care for service members by conducting verbal and physical exams and administering appropriate treatment.
- Answered patient inquiries and provided information about healthcare services.
Customer Service Representative
United Healthcare
05.2021 - 11.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Education
No Degree - Chemistry
UPR RP
San JuanEMT Certification - Medical Emergencies
Fort Sam Houston
Texas05.2021
High School Diploma -
Vocacional Ruben Rodriguez High School
Naranjito05.2013
Skills
- Fraud Prevention
- Cash Handling
- Consumer Banking
- Sales expertise
- Problem-solving abilities
- Client retention
- Conflict resolution
- Financial product knowledge
- Loan processing
- Credit analysis
- Team collaboration
- Risk management
- Customer service excellence
- Time management
Languages
Spanish
Native language
English
Proficient
C2
Timeline
Retail Banker
Banco Popular
05.2023 - Current
Teller
Banco Popular
12.2021 - 05.2023
Customer Service Representative
United Healthcare
05.2021 - 11.2021
Health Care Specialist
Army NG
01.2020 - Current
No Degree - Chemistry
UPR RP
EMT Certification - Medical Emergencies
Fort Sam Houston
High School Diploma -
Vocacional Ruben Rodriguez High School
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