Summary
Overview
Work History
Education
Skills
Timeline
Generic

BERTHA IBARRA

Duncanville,TX

Summary

Results driven financial professional with a proven track record of consistently exceeding performance targets. Seeking a challenging role that leverages my expertise in risk management, performance management, and client relationship building to contribute to the success and profitability of a reputable organization with opportunities for growth.

Overview

26
26
years of professional experience

Work History

Business Solutions Advisor/ Assistant Vice President

Bank of America
08.2015 - Current
  • Consistently met and exceeded performance targets every quarter during 8 years with Bank of America
  • Risk Management
  • Time Management
  • Customer Relationship Management
  • Well-versed in client selection, prospecting and pre-call planning
  • Conducted bi-monthly skill builders with FC team, educating and partnering to achieve optimal client experience
  • Skilled at uncovering cash flow cycle and recommend solutions to bridge gaps in discovery phase
  • Well-versed in client selection, prospecting and pre-call planning.

Customer Service Representative

Comerica Bank
09.2014 - 08.2015
  • Sales
  • Bank Operations/ Administration / Coaching
  • Control losses by following policies and procedures
  • Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers.

Teller/ Teller Manager /Sales and Service Advisor/ Banker/ Assistant Manager

BBVA Compass Bank
04.2009 - 03.2014
  • Educated customers on product and service offerings
  • Helped customers select products that best fit their personal needs
  • Built customer confidence by actively listening to their concerns and giving appropriate feedback
  • Ability to identify customer needs and implement an effective solution in a rapidly changing environment
  • Assertive communication skills along with a focus for sales
  • Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience
  • Multitasking.

Janitor Supervisor

Regal Cleaning Services
01.2009 - 02.2014
  • Selects and assigns staff, ensuring equal employment opportunity in hiring and promotion
  • Coordinates activities by scheduling work assignments, setting priorities, and directing the work of subordinate employees
  • Evaluates and verifies employee performance through the review of completed work assignments and work techniques
  • Ensure the cleanliness of multiple building such as Offices and Clinics.

Teller

Wachovia Bank
05.2008 - 10.2008
  • Operations
  • Provide teller transaction quality and efficiency to customers who prefer face-to-face interaction with the bank
  • Excellent interpersonal, verbal communication and listening skills
  • Sales.

Store Manager

Pizza Boy Pizzeria
12.2006 - 12.2007
  • Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met
  • Minimized loss and misuse of equipment through proper restaurant supervision and staff training.

Team Member / Supervisor

Chick Fil A
01.1998 - 12.2006
  • Responsible for excellent customer service
  • Bank deposits, managing employee's schedules
  • Resolving customer complaints.

Customer Service Representative/ Translator

Merkafon International
12.2003 - 06.2004
  • Responsible for answering phone calls from customers
  • Resolving billing inquires for AT&T
  • Data entry, Bilingual Translator
  • (Spanish/English) Answers inquiries by clarifying desired information; researching, locating, and providing information.

Education

High School Diploma -

Warren Travis White High School
Dallas, TX
01.2001

Skills

  • Bilingual (Spanish and English)
  • 14 years’ experience in financial service
  • Operations
  • Regulatory and Compliance
  • Business owner relationship specialist
  • Client relationship management
  • Organization
  • Record Keeping and Banking
  • Microsoft Word, Word, Excel, One Note
  • Team player
  • Strong interpersonal skills
  • Communication skills
  • Problem solving
  • Salesforce CRM

Timeline

Business Solutions Advisor/ Assistant Vice President

Bank of America
08.2015 - Current

Customer Service Representative

Comerica Bank
09.2014 - 08.2015

Teller/ Teller Manager /Sales and Service Advisor/ Banker/ Assistant Manager

BBVA Compass Bank
04.2009 - 03.2014

Janitor Supervisor

Regal Cleaning Services
01.2009 - 02.2014

Teller

Wachovia Bank
05.2008 - 10.2008

Store Manager

Pizza Boy Pizzeria
12.2006 - 12.2007

Customer Service Representative/ Translator

Merkafon International
12.2003 - 06.2004

Team Member / Supervisor

Chick Fil A
01.1998 - 12.2006

High School Diploma -

Warren Travis White High School
BERTHA IBARRA