Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Karyme Pereyra

Broomfield

Summary

A highly adoptable and customer focused professional with a proven track record in universal banking and customer service, skilled in building strong relationships with clients, providing excellent service, and offering compassionate care. Known for exceptional problem solving abilities, multitasking and maintaining a high level of professionalism in fast paced environments.


Overview

3
3
years of professional experience

Work History

Universal Banker

South State
08.2023 - Current
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Assisted customers with various balancing services, including opening accounts, processing transactions and advising on financial products.
  • Maintained and managed customer records, ensuring all documentation was accurate and up to date.
  • Provided exceptional customer service by resolving issues and addressing inquires promptly.
  • Promoted and cross sold banking, such as loans, credit cards, and savings accounts contributing to branch goals.
  • Worked collaboratively with team members to ensure smooth daily operations and customer satisfaction.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Executed wire transfers, stop payments and account transfers.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Trained new hires on customer service policies and procedures.

Customer Service Representative

Law Firm
07.2022 - 06.2023
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Documented and detailed calls and complaints using call center's CRM database.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Detailed payment options and explained price, receipt and billing details to customers.
  • Escalated complicated customer account issues to supervisors and help desk workers.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Resolved associate, tool and service delivery issues revealed by statistical reports.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Caregiver

Altavita
11.2021 - 06.2023
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
  • Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
  • Provided safe mobility support to help patients move around personal and public spaces.
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Assisted patients with self-administered medications.
  • Recognized and reported abnormalities or changes in patients' health status to case manager.
  • Built strong relationships with clients to deliver emotional support and companionship.
  • Handled incoming mail, bills and invoices and completed appropriate actions.
  • Transported individuals to events and activities, medical appointments, and shopping trips.
  • Provided staff coaching, mentoring, and consultation to enhance performance and professional development.
  • Entrusted to handle confidential and sensitive situations in professional matter.
  • Recorded patients' pulse, blood pressure and respirations (TPRs) to assess and document important health information.
  • Assisted patients with bathing, grooming, dressing, and oral hygiene care both in private residences and facilities.
  • Cooked meals and assisted patients with eating tasks to support healthy nutrition.

Education

High School Diploma -

Thornton High School
Thornton, CO
05-2021

Skills

  • Portfolio management
  • Financial advising
  • Document preparation
  • Risk management
  • Conflict Resolution
  • Communication (written & verbal)
  • Problem solving
  • Documentation & record keeping
  • Banking operations & transactions
  • Empathy & compassionate care
  • Financial products and services
  • Multitasking & time management
  • Bilingual

Languages

Spanish
Full Professional

Timeline

Universal Banker

South State
08.2023 - Current

Customer Service Representative

Law Firm
07.2022 - 06.2023

Caregiver

Altavita
11.2021 - 06.2023

High School Diploma -

Thornton High School

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Karyme Pereyra