Ana Diaz
Miami,Florida
Summary
Highly responsible and efficient professional with extensive experience in customer service and sales, particularly in selling intern products that meet customer needs. Trained to achieve sales goals by proactively following up with clients and staying updated on new products to exceed customer expectations. Seeking a challenging work environment that fosters learning and growth in my career. Looking for a long-term relationship with a company that provides opportunities for advancement. Organized financial professional aiming to excel in the role of Personal Banker within a dynamic team. Motivated to add value through extensive knowledge of financial products, services, and branch operations.
Overview
6
6
years of professional experience
Work History
Personal Banker
Wells Fargo
11.2023 - Current
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgement within defined policies and procedures
- Develop understanding of bank products and services to connect to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services to customer
- Refer customers' financial needs to other bankers and partners as needed
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Account Receivable Clerk
Law Firm-QPWB
04.2023 - 07.2023
- Compute and record charges and refunds
- File invoices in alphabetical order
- Handle check and cash deposits
- Prepare necessary bank approval documentation
- Maintain billing files in a proper manner
- Handled billing systems under the supervision of accounts receivable clerk
- Performed data entry duties to post charges
- Assisted in making out checks and preparing paperwork for deposits
Assistant Manager
ZT The Golden Hotel
09.2018 - 12.2021
- Company Overview: Barcelona
- Opening and closing duties, counting out of the safe, distributing change, ensuring vouchers are properly secure
- Implementing the sales and marketing promotions, events, and social media campaigns
- Managing the employees and focusing on improving behaviors and increasing productivity
- Managed and processed all orders and sales contracts
- Updated quote system and maintained customer account information
- Following up with customers by contacting them and informing them about new products or new budgets available
- Creating specific budgets for menus or recreational space according to customer needs
- Ability to adapt our product and budget to customer expectation
- Keeping up with sales metrics under seasonal pressure, accomplished 30% in low season and 70% in high season as minimum
- Booked and collected deposits
- Contact clients for menus and other details for their special event
- Communicated with the Chef about private parties and daily operations with specialty menus, allergies, specials and created menus
- Promoted the positive atmosphere and went above and beyond to guarantee each customer received exceptional
- Managed payroll and timekeeping, including completion of the proper paperwork for new hires and terminations
- Creating employee schedules, documenting corrective actions/performance records for employees under my supervision
- Barcelona
Education
Associate of Arts - Business
Miami Dade College
Miami, FL01.2025
Associate degree - Sociology
Universitat de Barcelona
02.2021
Skills
- Spanish fluency
- Verbal and written communication
- Client relationship management
- Accounting and finance
- Banking
- Cash handling
- Attention to detail
- Financial services
- Sales strategy
- Relationship building
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo
11.2023 - Current
Account Receivable Clerk
Law Firm-QPWB
04.2023 - 07.2023
Assistant Manager
ZT The Golden Hotel
09.2018 - 12.2021
Associate degree - Sociology
Universitat de Barcelona
Associate of Arts - Business
Miami Dade College