Ranee Ramos
Boise
Summary
Over 15 years of experience in Customer Service, specializing in customer relations and office management for over 10 years. Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce. Demonstrates strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently and quickly acquire new skills.
Overview
15
15
years of professional experience
Work History
Branch Office Administrator
Edward Jones
08.2015 - Current
- Managed office operations to support financial advisors and clients effectively.
- Coordinated client meetings and maintained accurate appointment schedules.
- Processed account transactions and managed client documentation efficiently.
- Assisted in compliance and regulatory tasks for financial practices.
- Prepared reports and presentations for team meetings and client reviews.
- Maintained office supplies and equipment to ensure a functional workspace.
- Communicated with clients to address inquiries and resolve issues promptly.
- Produced letters, meeting notes, presentations, spreadsheets and other records.
- Provided technical assistance related to computer hardware and software issues in the workplace.
- Developed and implemented office policies and procedures to ensure efficient operations.
- Assigned individual roles and tasks, as well as monitoring employees for security, compliance, and performance.
Teller/Vault Teller/ Teller Coordinator
US Bank
06.2010 - 07.2015
- Processed customer transactions efficiently and accurately.
- Provided exceptional customer service to enhance client satisfaction.
- Maintained cash drawer accuracy through regular reconciliation.
- Educated clients on product offerings and banking procedures.
- Handled compliance and security procedures for transactions.
Education
Bachelor of Science - Business Management
Western Governors University
Salt Lake City, UT04.2021
Master of Science - Marketing: Marketing Analytics Specialization
Western Governors University
Salt Lake City, UTSkills
- Office management
- Customer relationship management
- Technical troubleshooting
- Effective communication
- Team collaboration
- Problem solving
Professional Development And Certifications
CompTIA Certified Project Manager
References
References available upon request.
Timeline
Branch Office Administrator
Edward Jones
08.2015 - Current
Teller/Vault Teller/ Teller Coordinator
US Bank
06.2010 - 07.2015
Bachelor of Science - Business Management
Western Governors University
Master of Science - Marketing: Marketing Analytics Specialization
Western Governors University
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