ANA RUBIO
Hallandale Beach
Summary
Customer-focused professional with strong experience in advisory roles, client relations, and sales-driven environments. Proven ability to explain services clearly, manage high-volume customer interactions, meet performance goals, and build trust through transparent communication. Adept at consultative selling, problem-solving, and handling sensitive financial transactions with accuracy and compliance. Highly organized, detail-oriented, and comfortable working in fast-paced environments while maintaining high service standards.
Overview
5
5
years of professional experience
Work History
Senior Financial Specialist
BankUnited
Hallandale Beach
12.2022 - Current
- Deliver high-quality customer service by explaining, promoting, and selling financial products and services, including accounts, loans, cashier's checks, merchant services, and credit cards, consistently meeting or exceeding referral and sales goals.
- Act as a trusted advisor by consulting customers on their specific needs and recommending appropriate products or services.
- Open and process multiple types of accounts and financial services with accuracy and efficiency.
- Manage high-volume customer interactions while maintaining professionalism, empathy, and clear communication.
- Achieve individual cross-selling goals across credit, non-credit, and fee-based products.
- Handle cash management, balance verification, and transaction processing with precision.
- Ensure compliance with federal and state regulations, including Anti-Money Laundering (AML).
Server
Moon Thai
Hallandale Beach
05.2022 - 12.2022
- Delivered attentive customer service in a fast-paced environment.
- Resolved customer complaints using problem-solving and effective communication skills.
- Processed payments accurately while managing multiple priorities.
Server
Naked Taco
Hallandale Beach
06.2021 - 05.2022
- Provided friendly, high-quality service to enhance customer experience and satisfaction.
- Communicated effectively with guests to manage expectations.
- Adapted quickly to high-pressure situations while maintaining service standards.
Education
Broward College -
01.2023
High School Diploma -
Fundetect
01.2020
Skills
- Customer Service & Client Relations
- Service Advising & Consultative Selling
- Needs-Based Recommendations
- Sales & Referral Goals
- Problem Solving & Conflict Resolution
- Time Management & Multitasking
- Cash Handling & Transaction Accuracy
- Compliance & Documentation
- Active Listening & Communication
- Cross-Selling & Upselling
- Relationship Building
Timeline
Senior Financial Specialist
BankUnited
12.2022 - Current
Server
Moon Thai
05.2022 - 12.2022
Server
Naked Taco
06.2021 - 05.2022
Broward College -
High School Diploma -
Fundetect