Adrian Utrera Email & Phone Number

Build relationships by sharing product knowledge, solutions andintroducing them to business/investment bankers when an additionalopportunity is identified.Engage clients by welcoming them and making them feel appreciated,managing lobby traffic, scheduling/canceling client meetings.Help clients with transactions such as deposits, withdrawals, payments,pay off, savings bonds, reordering debit card, direct deposit or updatetheir address, wire transfers.Resolving consumer and business accounts issues accurately andefficiently.Educate clients on the usage of technology and self-service options.Call customers and check in if they have any questions, concerns abouttheir accounts to build rapport.Service appointments to perform some maintenance/inquiries on theaccount over the phone.

Assist clients with requests, including billing inquires, creditadjustments, misapplied payments, authorized user updates and bill tochanges.Ensure order entry activities are completed accurately and efficiently.Conduct order management of post-sales and order entry activities tocomplete service orders.Review and research client data to resolve client concerns and issues.Identify discrepancies and request corrections to resolve contractand billing system inconsistencies.

Assists Cash Controller Lead with consignment inventories.Prepares, verifies, checks, and maintains all store accountingfunctions.Maintaining Cash Office supplies and forms.Performs all necessary terminal and bank readings.Researches and resolves any store accounting variances.Prepares and reconciles tills.Performs all duties of Business Center Representative.Performs all duties of Checker and Customer Service Assistant whenneeded.Visits the front to collect pulls and perform audits.

Computer Science

Accounting