Tech

Personal Banker II

•   Assist in providing financial products to customer's needs and requests.
•   Attend to customer's banking difficulties and resolving their issues.
•   Cash-handling and balancing.
•   Present promotions to customers and cross-sell products.
•   Submit loan applications and fund loans once approved by underwriters
•   Maintain privacy and disclosure.
•   Properly process and file paperwork.
•   Provide excellent customer service.
•   Run daily reports.
•   Demonstrate customers how to use online banking/ mobile application.
•   Upon customer's request send money internationally through Bancomer Transfer Service.
•   Create and send both national and international wire transfers.
•   Adjust and update General Ledger when needed.
•   Secure confidential information by locking and shredding daily.
•   Affirm yearly training and certifications.

•   Managed and assisted the Wheel Testing Center.
•   Worked closely with clients to process order placement and coordinating delivery.
•   Assisted Accounts Payable/Receivable departments to process quotes and receivables.
•   Point of contact for incoming calls and visiting clients
•   Managed scheduling and monitoring testing capacity for timely executions.
•   Administered accounts and tasks in Zoho Docs, CRM, People, Connects, and Projects
•   Liaison for Human Resources to be up to date with yearly policies and safety protocols.
•   Arranged reservations for car rentals, hotel arrangements, and meeting room when needed.
•   Helped with background IT data entries
•   Researched Testing Standards such as SAE and ISO and maintained renewed files.
•   Attended LA Auto Show and Orange County Auto Show for data entry and data sourcing via
research.
•   Used company vehicle for errands such as bank run, supplies purchase or as needed.
•   All other associated administrative duties such as filing, copying, scanning, mailing, or banking.

Administrative Assistant

Accounts Payable/Accounts Receivable
• Balanced cash, electronic, and check transactions done daily from sales and services tracked by
the Cashier's.
•   Receipt monetary payments for parts, service, and sales departments.
•   Post dealer trades into system and follow up for receiving payments and outgoing payments.
•   Checked in Interactive Network (Honda employee website) for incoming vehicles assigned to our dealer to then create into the system and prepare filing for dealership inventory.
•   Processed internals-post any inventory or service applied to stock.
•   Applied accounts receivable payments to according invoices.
•   Posted all invoices due for payment to system from Body Shop, Service, Parts departments, and advertisement.
•   Cut checks for accounts payable.
•   Sent statements.
•   List salesmen vouchers for commission payments due at end of the month for payroll.
•   Input funds and update for Mail Postage machine.
•   Filed documents
•   Processed Service Contracts
•   Reconciled corresponding reports
•   Organized deals paperwork-includes purchase contracts, DMV Report of sale, service contracts,
customer's personal information, proof of insurance, etc. and print corresponding deal labels.
•   Created FedEx account and input information to send when needed.
•   Ordered office supplies

Accounting Clerk

Teller
•   Took in deposits-cash and checks.
•   Produced revenue for the company through new account sales referrals.
•   Efficiently maintained and implemented branch filing systems.
•   Ensured excellent conduct and customer service.
•   Processed ATM deposits.
•   Rated Top Box in GALLOP (Customer service survey) quarterly.
•   Assigned breaks and lunches-ensured they were taken on a timely manner.
• Affirmed yearly certification.
Banker
• Helped the platform open accounts when needed for Spanish speaking customers.
•   Provided assistance to customer's in the reconciliation of their statements.
• Followed up with newly acquired customers via phone on BLAST database.

Teller/ Banker

Accounts Receivable
• Made collection calls daily for a vast amount of accounts.
•   Posted money-checks and credit card payments.
•   Provided customer assistance with requests for invoices, credit memo's, etc.
•   Performed credit inquiries.
•   Created monthly and weekly reports on the progress of our accounts receivable.

Claims Analyst
• Tracked inventory and submitted claims for shortages, incorrect, damaged, or nonexistent parts
(vendor and inventory) and attain necessary credit.
• Maintenance reports- Reported and researched parts that were not received to our warehouse.

Accounts Payable
• Shipping advise- Input invoice numbers and dates of received parts to the warehouse.
•   Purchase orders-Maintained the supply control for the office and warehouse.
•   In charge of comparing over 40 vendors for supplies and services.
•   Reported accruals.
•   Collected and distributed mail to our department.
•   Accessed UPS website to retrieve various accounts to retrieve reports and multiple invoices.

Accounts Receivable/ Accounts Payable/ Claims Analyst

Find out detailed information about Sandra Muñoz, Personal Banker II in Chino, CA

Sandra Muñoz: Personal Banker II in Chino, CA

Sandra Muñoz

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