Summary
Overview
Work History
Education
Skills
Languages
Timeline
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ANA RUBIO

Pompano Beach

Summary

Results-driven professional with expertise in financial services, client relationship management, and business operations. Skilled in building trust, managing complex situations, and delivering outstanding service in fast-paced environments. Strong communicator with a focus on achieving customer and organizational goals while handling sensitive information and coordinating priorities.

Overview

5
5
years of professional experience

Work History

Senior Financial Specialist

BankUnited
Wilton Manors, FL
12.2022 - Current

Develop and maintain strong relationships with clients by understanding their financial needs and delivering personalized solutions.

  • Provide guidance on banking products and services while supporting customers through important financial decisions.
  • Manage account openings, service requests, and financial transactions with accuracy and efficiency.
  • Handle a high volume of client interactions while maintaining exceptional service standards.
  • Collaborate with internal departments to resolve issues, improve processes, and ensure seamless customer experiences.
  • Consistently achieve performance goals through proactive client engagement and relationship management.
  • Maintain accurate records and ensure adherence to company policies and operational procedures.
  • Support branch operations through effective problem-solving, organization, and attention to detail.

Server

Moon Thai
Coral Springs, FL
04.2022 - 02.2023
  • Delivered exceptional guest experiences in a fast-paced environment.
  • Managed multiple priorities while maintaining professionalism and efficiency.
  • Resolved customer concerns through effective communication and problem-solving.

Server

Naked Taco
Coconut Creek, FL
07.2021 - 06.2022
  • Built strong customer relationships through personalized and attentive service.
  • Adapted quickly to changing priorities and high-volume business demands.
  • Contributed to team success by maintaining high standards of customer satisfaction.

Education

Broward College -

Broward College
Fort Lauderdale, FL
01-2023

High School Diploma -

Fundetect
01-2020

Skills

  • Client Relations
    Business Operations
    Customer Experience
    Problem Solving
    Relationship Building
    Communication
    Organizational Skills
    Adaptability
    Team Collaboration
    Attention to Detail
    Microsoft Office Suite
    Financial Services

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Senior Financial Specialist

BankUnited
12.2022 - Current

Server

Moon Thai
04.2022 - 02.2023

Server

Naked Taco
07.2021 - 06.2022

High School Diploma -

Fundetect

Broward College -

Broward College