Alexa Romero Moreno
Charlotte
Summary
Dynamic customer service professional with expertise, excelling in goal attainment and client-focused solutions. Proven ability to resolve issues efficiently while ensuring compliance and fostering teamwork. Adept at financial transactions and software applications, delivering exceptional service that enhances customer loyalty and operational efficiency.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lead Member Service Representative
Allegacy FCU
Charlotte
04.2025 - Current
- Maintained knowledge of current promotions and product offerings in order to accurately answer questions from customers.
- Developed expertise in identifying customer needs and resolving issues quickly and efficiently.
- Established positive relationships with internal departments such as IT and Human Resources in order to facilitate cross-functional collaboration.
- Trained new employees on policies, procedures, products, services, systems, software applications.
- Completed daily reports for teller transactions in a timely manner.
- Maintained compliance with applicable laws and regulations related to banking operations.
- Followed up promptly on all unresolved cases from previous shifts.
- Completed monthly work packages to structure the overall workload of the institution.
Sales and Service Representative
First Citizens Bank & Trust
Charlotte
11.2022 - 07.2023
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Audited fellow teller currency to contribute to dual-control procedures.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Hostess/Cashier/Server
Stacks Kitchen
Charlotte
03.2021 - 11.2022
- Happily greeted new and returning customers and provided the best costumer loyalty that i could give
- Worked effectively with fellow team members in fast-paced and intense environments
- Worked flexible schedule and extra shifts to meet business needs.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Supported servers and bussers through high-volume shifts with food running and table clearing.
Shift Lead
Dairy Queen
06.2020 - 05.2021
- I handled transactions including credit, cash, exchange’s, refunds, returns and complaints in a professionally way to ensure the costumer is satisfied
- Memorized over 30 items that are used on a daily basis.
- Trained new hires on the proper use of equipment, job duties, and safety regulations.
- Coordinated shift schedules to optimize staffing during peak hours.
- Managed inventory levels and restocked supplies as needed throughout shifts.
Education
Diploma -
East Mecklenburg High School
Charlotte, NC06.2022
Skills
- Shift work
- Goal attainment
- Team collaboration
- Equipment efficiency
- Customer care
- Restaurant operation
- Rule enforcement
- Banking standards
- Quick learner
- Client-focused
- Time management skills
- Software knowledge
- Professionalism
Languages
Spanish
Certification
Notary Public
Timeline
Lead Member Service Representative
Allegacy FCU
04.2025 - Current
Sales and Service Representative
First Citizens Bank & Trust
11.2022 - 07.2023
Hostess/Cashier/Server
Stacks Kitchen
03.2021 - 11.2022
Shift Lead
Dairy Queen
06.2020 - 05.2021
Diploma -
East Mecklenburg High School