Armando Ortega Reyes
Woodside,NY
Summary
Ambitious, career-focused job seeker, anxious to obtain a financial and/or Management position to help launch career while achieving company goals. Hardworking employee with customer service, multitasking and time management abilities. Organized and motivated employee eager to apply time management and Financial skills in various environments.
Overview
7
7
years of professional experience
Work History
Universal Banker-Wealth Management
Citibank
Queens, NY
06.2023 - Current
- Advised customers on bank products, services, and financial planning options.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Generated reports and obtained data to develop key performance and operational metrics analytics.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Financial Consultant Intern(Part Time)
Fidelity Investments
New York, NY
11.2022 - 05.2023
- Responded to daily inquiries and requests within the mandated timeframe to meet deadlines.
- Completed accurate and efficient data entry and database updates to support business operations.
- Transferred data from hard copies to digital databases, organizing information in new formats.
- Input client information into spreadsheets and company databases to provide leaders with quick access to essential client data.
- Composed correspondence, reports, and meeting notes.
Team Member/Team Leader
Target
New York, NY
03.2021 - 01.2023
- Conferred with other supervisors to coordinate operations and activities within or between departments.
- Developed, deployed, and maintained robust training programs accomplishing department and facility goals.
Server/Social Media Marketing Specialist
Queens Comfort Restaurant
Queens, NY
08.2017 - 10.2020
- Analyzed market data to determine ways to reach the target audience or intended segments.
- In charge of generating new ideas and perspectives to create more exposure to potential customers.
- Redesigned website and social media content to make it more user-friendly, adding creative touches and photos.
Education
BBA - Marketing and financial Management
Baruch College-CUNY
New York, NY05.2023
Associate of Applied Science - Marketing Management and Sales
New York City College of Technology of The City University of New York
Brooklyn, NY12.2019
Skills
- Hospitality Skills such as Multi-tasking and Teamwork
- Critical Thinking
- Microsoft Excel
- Verbal and Written Communication
- Attention to detail
- Data Analytics
- Recordkeeping and Documentation
- Microsoft Applications
- Daily Payroll Activities
- CRM Systems
- Banking Policies and Procedures
- Relationship Building
- Financial Statements Preparation
- Branch Operations
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Websites
LICENSES
- Securities Industry Essentials (SIE) FINRA
Timeline
Universal Banker-Wealth Management
Citibank
06.2023 - Current
Financial Consultant Intern(Part Time)
Fidelity Investments
11.2022 - 05.2023
Team Member/Team Leader
Target
03.2021 - 01.2023
Server/Social Media Marketing Specialist
Queens Comfort Restaurant
08.2017 - 10.2020
BBA - Marketing and financial Management
Baruch College-CUNY
Associate of Applied Science - Marketing Management and Sales
New York City College of Technology of The City University of New York
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