Ana C Uribe-Ruiz

• Managed a team of associates working to close, stage, and load containers by SDT/CPT, for 18 outbound lanes while maintaining a 99.87% on-time dock departure rate
• Ensure 99.18% scan compliance on all container and scrappy fluid loading to ensure that customers receive accurate tracking information on their orders
• Located remaining CPT containers and packages to protect customer promise while ensuring utilization is maximized on all loads.
• Learned safety protocols and standard operating procedures to ensure compliance and safety standards.
• Collaborated with team members to resolve operational challenges and optimize service delivery.
• Led a team of professionals, fostering a collaborative environment to achieve company goals.
• Monitored daily operations closely, proactively addressing any potential issues before they escalated into larger problems.

• Acquires and deepens the branch customer base through proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial well-being. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
• Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools, and resources.
• Applies product and procedural knowledge to effectively identify, mitigate, and solve customer problems to drive customer loyalty.
• Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed efficiently and accurately

• Assisted in the supervision & education of special needs students, both individually and in group settings
• Lead 1-1 students in the regular classroom to access the regular curriculum
• Maintained the current IEP goals and developed behavior plans as needed.
• Summer School Secretary

• Tailored comprehensive insurance solutions aligning with clients' financial goals, personal liabilities, and risk tolerance
• Achieved timely case closures with a 90% cross-sell success rate for Home, Auto, and Life Insurance products
• Built enduring customer relationships through personalized assessments, fostering recommendations, and loyalty

• Expertly guided clients in retirement planning, estate management, employee retention, and trust services, showcasing a comprehensive understanding of financial strategies.
  • Conducted precise financial needs analyses using a robust network of professionals, demonstrating proficiency in identifying and addressing diverse client requirements.
  • Presented tailored retirement and life insurance solutions, aligning seamlessly with clients' individual needs, while actively seeking opportunities for client success and incorporating valuable feedback for continuous service enhancement.

• Accomplished Financial Services Professional specializing in comprehensive individual, family, and business planning, adept in insurance, estate, and retirement strategies.
• Deliver impactful financial analyses, offering tailored product recommendations and ensuring continuous service excellence to clients.
• Expertly educate clients on integrating insurance policies into robust retirement plans, fostering enduring customer relationships built on trust, loyalty, and personalized recommendations.

• Spearheaded sales and marketing initiatives, elevating client base from 210 to 2,100, marking a remarkable 1000% increase.
  • Oversaw a $390 million deposit base, collaborating with investment professionals and achieving a remarkable 2000% deposit growth.
  • Established and expanded a Trust/Private Investment Company (PIC) product business, achieving a remarkable $260 million milestone from inception.
  • Consistently ranked as the top producer in Latin America for three consecutive years, generating $285 million in investments while based in the US.
  • Demonstrated expertise in diverse products, fostering customer relationships through proactive engagement, visits, and adding substantial value to partnerships.