ANASTASIA GUERRERO
MIAMI
Summary
Efficient professional in financial client services, known for high productivity and ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. Excel in communication, problem solving, and organizational skills, ensuring seamless operations and exceptional client experiences.
Overview
15
15
years of professional experience
Work History
Relationship Banker
Bank of America
North Charleston
06.2024 - Current
- Cultivate client relationships, offering tailored financial solutions and guidance.
- Enhance client satisfaction by simplifying transaction processes.
- Educate clients on self-service tools, boosting their financial independence.
- Resolve client issues efficiently, ensuring seamless banking experiences.
- Drive client engagement through personalized financial advice.
Sr. Project Coordinator
AHRC
White plains
03.2019 - 10.2023
- Coordinate projects from start to finish, including planning, scheduling, and executing project tasks and deliverables.
- Create project status reports and visualizations to track project progress and performance.
- Progress to stakeholders, including project sponsors, team members, and external partners, and report on project metrics and KPIs to ensure that project goals are being met and any issues or risks are being addressed in a timely manner.
- Manage project budgets and expenses, including tracking project costs and ensuring they align with the project budget.
- Maintain project documentation and records and ensure that all project activities comply with relevant standards, policies, and regulations.
Administrative Assistant
Costco Wholesale
New Rochelle
01.2015 - 01.2019
- Resolved payment issues through direct member communication.
- Managed databases and created spreadsheets effectively.
- Monitored and organized safety training and events.
- Collaborated with central office to address discrepancies.
- Experience in managing file systems efficiently.
- Skilled at answering and directing calls professionally.
- Proficient in planning meetings effectively.
- Knowledgeable in arranging staff accommodations for optimal productivity.
Assistant
K Of NY Catering
Long Island City
02.2011 - 02.2014
Stylist
Club Monaco
New York City
03.2010 - 12.2011
- Skilled in styling high profile clients and providing excellent customer service.
- Proficient in greeting customers and creating a welcoming environment.
- Experienced in inventory management and performing related tasks.
- Knowledgeable in cashier handling, ensuring accurate transactions.
- Detail-oriented with a focus on store upkeep to maintain an organized and clean environment.
Education
ASSOCIATES OF ARTS & SCIENCE -
Westchester Community College
COURSES - PROJECT MANAGEMENT
Coursera
Skills
- Project Management
- Communication
- Budget Management
- Team Leadership
- Microsoft Office
- Sales
- Problem Solving
- Critical Thinking
- Database Management
Hobbies and Interests
Actively engaged in community service with organizations such as HandsOn Miami, San Diego Food Bank, Fisher House, and Moms in Motion. Contributed to various initiatives, including food distribution, veteran support, and community outreach. Passionate about making a positive impact through hands-on involvement and teamwork.
Timeline
Relationship Banker
Bank of America
06.2024 - Current
Sr. Project Coordinator
AHRC
03.2019 - 10.2023
Administrative Assistant
Costco Wholesale
01.2015 - 01.2019
Assistant
K Of NY Catering
02.2011 - 02.2014
Stylist
Club Monaco
03.2010 - 12.2011
ASSOCIATES OF ARTS & SCIENCE -
Westchester Community College
COURSES - PROJECT MANAGEMENT
Coursera