Summary
Overview
Work History
Education
Skills
Certification
Timeline
Education and Training
Generic

Daniella Davis

Tucson

Summary

Dedicated Banker well-versed in setting up new customer accounts, following security protocols. Well-organized with strong relationship-building, time management and documentation skills. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adapt at working effectively and quickly mastering new skills. I have strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Banker II

Vantage West Credit Union
03.2024 - Current
  • Achieved excellent member satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened member relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to members effectively.
  • Assisted members in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.


Relationship Banker I

Vantage west credit union
08.2023 - 03.2024
  • Provided members with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified members needs through conversations and offered appropriate products to meet their requirements.
  • Built long-term relationships with members by providing personalized service and support.
  • Used job-related software and computer to collect and record member deposits, fees and issue receipts.
  • Opened and serviced accounts within authorized limits.
  • Compiled new member information to open accounts and loans, collecting and verifying necessary documentation.

Patient Care Coordinator

Optum
10.2021 - 08.2023
  • Answered phone calls from customers regarding product availability and pricing information.
  • Adhered to HIPAA regulations when handling confidential patient information.
  • Ensured compliance with all federal, state, local laws and company policies related to pharmacy operations.
  • Received payment from customers and processed credit card transactions when necessary.
  • Collaborated with other healthcare professionals such as nurses or physicians regarding drug therapies or treatments for patients.
  • Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.

Education

High School Diploma -

Smart Schools
05-2023

Bachelor of Arts - Finance

University of Arizona Global Campus
Tucson, AZ
08-2028

Skills

  • Financial Services
  • Relationship Building And Management
  • Adaptability and flexibility
  • Effective communication
  • Goal setting
  • Professionalism
  • Problem-solving aptitude
  • Financial services
  • Money handling
  • Financial planning
  • Cross-selling products
  • Reliability
  • Team building
  • Fraud detection
  • Sales strategies
  • Notary

Certification

  • Notary

Timeline

Relationship Banker II

Vantage West Credit Union
03.2024 - Current

Relationship Banker I

Vantage west credit union
08.2023 - 03.2024

Patient Care Coordinator

Optum
10.2021 - 08.2023

High School Diploma -

Smart Schools

Bachelor of Arts - Finance

University of Arizona Global Campus

Education and Training

other

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Daniella Davis