Contessa M. Muñoz
Glenwood Springs,CO
Summary
Experienced Senior Branch Office Administrator with a strong focus on operational excellence and fostering team collaboration. Skilled in office management, client relations, and implementing efficient workflow processes. Recognized for reliability and exceptional problem-solving abilities, consistently adapting to changing needs and driven by achieving impactful results. Demonstrates exceptional communication and leadership skills to ensure seamless coordination and support for team objectives.
Overview
19
19
years of professional experience
Work History
Senior Branch Office Administrator
Edward Jones
01.2015 - Current
- Enhanced customer satisfaction with personalized service and prompt resolution of issues.
- Served as liaison between the clients and the Financial Advisor, maintaining clear communication and fostering a strong working relationship.
- Oversee appointment scheduling for both clients and the Financial Advisor.
- Improved operational efficiency with the implementation of provided new technology solutions, such as MS Office, Salesforce and MoneyGuide. Serving as in office technical support and responsible for training the Financial Advisor
- Increased branch efficiency by streamlining office processes and implementing time-saving strategies with tailored SOPs.
- Managed daily operations for a successful branch, ensuring smooth workflows and optimal team performance.
- Ensured regulatory compliance by staying current on industry standards.
- Fostered strong relationships with clients, leading to increased loyalty and client referrals.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Answered multi-line phone system, routing calls, delivering messages to the Financial Advisor and greeting visitors.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Currently serving as Regional Leader BOA in a single FA/single BOA level 9 office.
- Served as BOA Event Coordinator for three years, Region Recruiting Team Advocate for three years, and Service Advocate for two years.
- Organize region level recurring Zoom meetings.
- Responsible for the FA/Regional Leader expense reimbursement within expense guidelines. Insuring the correct expense purpose was utilized, while remaining within the allotted Climate Funds.
- Reconcile FA/Regional Leader credit card and Edward Jones account.
- Created and maintained custom region rosters.
- Created and maintained TEAMs chats with the Region Leadership and region BOAs.
- Utilized OneNote to organized region and market level information.
- Coordinated travel using Concur for the FA/Regional Leader.
- Communicate via email or TEAMs with the region to create and maintain region culture.
Licensed Relationship Banker
JPMorgan Chase Bank
10.2010 - 05.2014
- Deliver personal financial management for customer's on a daily basic
- Counsel customer's on investment strategies to maintain a diverse portfolio
- Met four of the last four quarter production goals
- Lead daily morning meeting; discussing daily goals personal and business
- Discover the financial needs of customer's by profiling
- Cross sale by identifying and selling products and services beneficial to the customer's needs
- Review customer's account regularly to maintain and deepen relationships
- Acquire new customers for both banking and investment production
- Provide world class customer service
Member Service Representative
Navy Federal Credit Union
06.2007 - 03.2010
- Served as Loan Officer, Credit Card Increase Officer, and Equity Mortgage Officer
- Counsel members on their financial decisions
- Complete end of month reporting for branch using Microsoft Excel and Microsoft Word
- Hand selected to train incoming Manager, Assistant Manager and 10 newly hired MSRs
- Kept abreast new and existing products, policies and procedures
- Participate in promotions activities to ensure the growth of the credit union
- Review and complete end of day balancing reports using Microsoft Excel
- Attend training opportunities; Loan Officer, Credit Card Increase Officer, Equity Mortgage Officer, and Notary Public
Member Service Representative
Navy Federal Credit Union
04.2006 - 06.2007
- Obtain Level One Teller (Supervisory Level) status after four months of employment
- Process member financial transactions within assigned limits and established guidelines
- Provide excellent member service in completing transactions efficiently and in a friendly, professional manner
- Meet cross selling goals by identifying and selling products and services beneficial to the member needs
- Support daily tasks that maintain optimal integrity of the credit union
- Balance Automated Teller Machine, process ATM deposits, balance negotiable instruments, verify travelers check stock, and process mailed deposits
- Identify fraudulent activity to prevent potential losses to the credit union
- Balance cash drawer and teller transactions within established guidelines
Education
High School Diploma -
Floresville High School
Floresville, Tx05-2002
Skills
- Decision-making
- Microsoft office
- Organizational skills
- Time management
- Region Leadership
- Administrative support
- Meeting coordination
- Travel arrangements
- Planning events
- Multitasking
- Schedule and calendar management
Timeline
Senior Branch Office Administrator
Edward Jones
01.2015 - Current
Licensed Relationship Banker
JPMorgan Chase Bank
10.2010 - 05.2014
Member Service Representative
Navy Federal Credit Union
06.2007 - 03.2010
Member Service Representative
Navy Federal Credit Union
04.2006 - 06.2007
High School Diploma -
Floresville High School
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