Ana Paula Zarbin
Providence,RI
Summary
Experienced Universal Banker with diverse banking and investment products and services. Competent with complex transactions and passionate about helping customers understand banking options best suited for their needs. Positive and highly motivated with strong communication and problem-solving abilities.
Talented Buyer experienced in vendor and inventory management. Knowledgeable about pricing structures, supplier relations, and contract negotiation.
Overview
14
14
years of professional experience
Work History
Universal Banker
Harbor One Bank
Providence, RI
07.2021 - Current
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Upheld stringent bank standards for loans, money handling, and legal considerations.
- Opened checking, savings, money market, and certificates of deposit accounts and ordered checks, debit cards, and furnished online banking details to facilitate new transactions
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service
Universal Banker
Santander US
Providence, RI
06.2019 - 07.2021
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients' needs.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Opened checking, savings, money market, and certificates of deposit accounts and ordered checks, debit cards, and furnished online banking details to facilitate new transactions
Chief Operations Officer
Parker Zarkowski
Greenville, MI
02.2016 - 05.2019
- Made decisions with a broad and positive impact on security management operations.
- Created detailed financial reports based on financial statuses and data.
- Handled cash controls and implemented payment authority practices and approval of Chart of Accounts.
Buyer / Analyst
ERB Energy
Sao Paulo, Brazil, Brazil
04.2014 - 02.2016
- Met with suppliers to assess changes and determine proper courses of action.
- Managed vendor purchase order dispatch, delivery, and invoicing to set contractual guidelines and maintain budgetary regulations.
- Conferred with sales and purchasing to match customer preferences.
- Maintained complete documentation and records of all purchasing activities.
- Managed vendor purchase order dispatch, delivery, and invoicing to set contractual guidelines and maintain budgetary regulations
Assistant Buyer
Sandvik Coromant
Sao Paulo, Brazil, Brazil
01.2011 - 02.2014
- Guaranteed timely delivery of merchandise through consistent communication with distribution centers and vendors.
- Analyzed sales data and conducted competitor research to efficiently order merchandise according to sales trends.
- Managed vendor purchase order dispatch, delivery, and invoicing to set contractual guidelines and maintain budgetary regulations.
- Negotiated prices, discount terms, and transportation arrangements for merchandise.
Education
No Degree - Mortgage Processor
Community College of Rhode Island
Warwick, RI04.2022
BBA - Business Administration
Anhanguera Education
Brazil/ Sao Paulo.06.2016
BBA - International Business
Laureate International
Brazil/ Sao Paulo.06.2015
Skills
- Consumer banking
- Administering payroll
- Purchasing processes
- Cash Handling
- Account openings
- Purchasing procedures
- Materials sourcing
- Contract preparation
- Vendor negotiation
- Business administration
- Proficient with Microsoft Windows and Apple Mac
- Advanced Microsoft Office (Word, Excel, PowerPoint, Outlook) experience
Languages
Portuguese
Native or Bilingual
Spanish
Professional Working
Timeline
Universal Banker
Harbor One Bank
07.2021 - Current
Universal Banker
Santander US
06.2019 - 07.2021
Chief Operations Officer
Parker Zarkowski
02.2016 - 05.2019
Buyer / Analyst
ERB Energy
04.2014 - 02.2016
Assistant Buyer
Sandvik Coromant
01.2011 - 02.2014
No Degree - Mortgage Processor
Community College of Rhode Island
BBA - Business Administration
Anhanguera Education
BBA - International Business
Laureate International
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