Summary
Overview
Work History
Education
Skills
Community
Timeline
Generic

ALEJANDRO TRUJILLO

Albuquerque,NM

Summary

To obtain an opportunity that utilizes my knowledge in finance, member service, and financial literacy—in addition one that supports our local community. Hard work, dedication, and the willingness to learn are all fundamental qualities in my success as an employee.

Overview

6
6
years of professional experience

Work History

FINANCIAL CONSULTANT I, II,III

NUSENDA CREDIT UNION
Albuquerque, NM
11.2017 - Current
  • A member of the WAVE team and assisted with opening the new DeVargas branch in Santa Fe
  • Trained new employees to further develop their understanding of policies and procedures
  • Consulted members in both English and Spanish to determine the best products and services to fulfill the member's needs.
  • Consistently provided outstanding service as a trusted financial advisor by educating members about the benefits offered by Nusenda.
  • Efficiently performed opening and closing duties, including cleaning/maintaining card machine and balancing Express Teller Machines daily
  • Processed teller transactions, helped resolve problems for members, and opened and closed both business and consumer accounts.
  • Processed loan applications as well as took advantage of cross-selling opportunities.
  • Provided additional maintenance to existing memberships and helped provide solutions to help members save or earn money
  • Assisted members with building credit by providing guidance and recommendations while ultimately helping them achieve financial success
  • Monitored the front desk and adequately managed the queue so that the branch traffic
  • We have opened special accounts and business accounts, including (Trust, POA, Rep payee, and Conservatorship accounts)
  • Maintained confidentiality when multi-tasking to ensure sensitive information was secure while providing exceptional member service
  • Knowledge of Microsoft Office and internal systems, including XP2, Loans PQ, Nautilus, and Q2 Central
  • Adapted quickly to the everchanging environment, supporting several departments, including multiple locations, business services, mortgage, member solutions, and investment services
  • TELLER I & II
  • Performed Opening and Closing duties, including check scanning, coin machine maintenance, night drop, and vault opening
  • Processed financial transactions, including check cashing, withdrawals, deposits, and loan payments
  • Processed transactions in the drive-thru and found a few instances of fraud.
  • Trained new employees with XP2 and helped ensure they were compliant with more complicated transactions
  • Assisted in answering any technical questions that new tellers may have
  • Presented in front of the branch regarding products and services and best practices on the teller line
  • Consistently participated in organizational incentive programs and was near the top in cross sales weekly
  • Educated members about the many products and services offered while developing rapport as a Trusted Advisor
  • Maintained member satisfaction with accurate transactions and quickly resolved any issues I encountered
  • Passed Bilingual Exam, Teller I certification, and took other development courses, including the Writing Workshop I offered at Nusenda Credit Union.
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Coordinated with banks, legal, logistics, and other teams on credit activities.
  • Multitasked, worked well under pressure, and drove the positive change to credit operations.
  • Complied with internal controls and government regulations.

MARKETING REPRESENTATIVE

FARMERS INSURANCE
Albuquerque, NM
07.2017 - 11.2017
  • Licensed to sell property and casualty insurance
  • Managed an extensive database to help generate new leads and retain current clients
  • Hosted events that promote Property Casualty and Life insurance coverages
  • Handled inbound and outbound phone calls, set appointments and followed up with potential clients daily
  • Developed a marketing plan that generated more new business opportunities
  • Produced a new referral program for our agency to help grow our book of business
  • Wrote quotes on both home and autos to provide potential clients with the information needed to show them our competitive rates
  • Developed and maintained new relationships as well as demonstrated sales success quickly
  • Distributed marketing materials to current, former, and prospective clients via mailers, online advertisements, and social media
  • Demonstrated closer during the sales cycle.
  • Strengthened outreach by coordinating events to maximize marketing initiatives.
  • Created customized marketing materials to increase product awareness.

MARKETING ASSISTANT

REDW LLC
Albuquerque, NM
08.2014 - 01.2015
  • Assisted in implementation of CRM Microsoft Dynamics system
  • Managed all aspects of the firm's CRM system, MSFT Dynamics, and its integration with other databases and information tools
  • Ensured data quality by helping develop and implement policies and procedures for improving data integrity
  • Served as liaison with the Finance department to address needs or issues about client intake or client data
  • Served as liaison with the Information Technology department to manage maintenance and troubleshoot technical or performance issues
  • Provided day-to-day support to the marketing team in Albuquerque and Phoenix offices
  • Collaborated with Marketing and Administration department to plan calendar, prepare and coordinate events
  • Assisted with updates to or creation of various marketing collateral pieces
  • Conducted market research used for marketing and business development efforts
  • Performed direct administrative support for proposal projects in response to formal Requests for Proposals, including proofreading, printing, binding, and shipping
  • Assisted in document management, including reports and follow-up surveys for Firm team meetings
  • Assisted in creating PowerPoint presentations for Firm meetings and seminars
  • Maintained marketing collateral inventory, ordered printed materials, and prepared collateral packets.
  • Tracked key metrics and developed spreadsheets and data models.
  • Identified appropriate marketing channels and target customers for campaigns.

Education

Bachelor of Arts - Business Administration

Grand Canyon University
2023

Skills

  • Excellent communication skills in both English and Spanish
  • Financial Consulting
  • Cash Handling
  • Relationship building
  • Lending
  • Sales expertise
  • High level proofreading and analytical writing skills
  • Strong interpersonal skills, as well as non-cognitive skills
  • Detail-oriented and self-motivated

Community

  • Albuquerque International Balloon Fiesta (Annual)
  • Clean up the North Valley, Albuquerque, NM (Annual)
  • Community Day
  • Santa Fe Railyards Movie Nights
  • Volunteered at several community service events, including Road Runner Food Bank, Rocky Mountain Youth Corps, and Casa Esperanza.

Timeline

FINANCIAL CONSULTANT I, II,III

NUSENDA CREDIT UNION
11.2017 - Current

MARKETING REPRESENTATIVE

FARMERS INSURANCE
07.2017 - 11.2017

MARKETING ASSISTANT

REDW LLC
08.2014 - 01.2015

Bachelor of Arts - Business Administration

Grand Canyon University

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ALEJANDRO TRUJILLO