CONTESSA MUNOZ
Battlement Mesa,CO
Summary
Financial administrative assistant with over ten years of experience in supporting dynamic financial teams through effective office management. Expertise in managing complex scheduling, compliance tasks, event planning, travel coordination, and process optimization. Highly organized and detail-oriented, capable of balancing multiple priorities while ensuring confidentiality and professionalism. Recognized for problem-solving administrative challenges and delivering exceptional client service in regulatory financial environments.
Overview
19
19
years of professional experience
Work History
Medicare Sales Agent
970 Medicare
Grand Junction, Colorado
07.2025 - Current
- Educated clients on Medicare options and benefits, enabling informed decision-making.
- Presented and explained insurance policy options clearly, aligning with client goals.
- Assisted clients in accurately completing enrollment applications for streamlined processing.
- Conducted needs assessments to effectively tailor plans based on individual requirements.
- Maintained current knowledge of Medicare regulations and policies to ensure compliance.
- Developed strong client relationships, enhancing trust and overall satisfaction.
- Resolved customer complaints promptly and professionally, reinforcing client loyalty.
- Utilized CRM software tools to monitor sales progress and optimize outreach.
Senior Branch Office Administrator
Edward Jones
Glenwood Springs, CO
01.2015 - 07.2025
- Manage complex scheduling, expense reporting, and internal communications.
- Successfully schedule over 80 client appointments monthly and serve as liaison, boosting client satisfaction and retention.
- Enhanced client satisfaction through professional communication, proactive issue resolution, and precise appointment coordination.
- Increased customer satisfaction ratings by 20% via improved client communication strategies.
- Fostered strong client relationships, increasing loyalty and referrals.
- Increased branch revenue by 25% through targeted client retention and acquisition strategies.
- Maintain over 450 client investment portfolios.
- Opened and maintained investment accounts for clients, ensuring compliance with regulations.
- Coordinated and executed 20 large-scale events annually, fostering engagement with branch office staff and clients.
- Coordinated domestic and international travel arrangements via Concur.
- Reconciled credit card and account statements, ensuring accurate expense categorization and compliance with Climate Fund guidelines.
- Implemented Microsoft Office and Salesforce solutions, increasing branch efficiency and improving client support workflows.
- Maintained custom rosters and Teams chats to improve regional colleague collaboration.
- Facilitated recurring regional Zoom meetings and created custom OneNote systems for streamlined operations.
- Assisted the Regional Leader in administrative tasks.
- Supported recruiting, training, and service advocacy initiatives across the region.
Licensed Relationship Banker
JPMorgan Chase
Desert Hot Springs, CA
10.2010 - 05.2014
- Secured $2 million in new client assets by leveraging referral networks and community connections.
- Boosted cross-selling rates by 30% by implementing personalized client consultation techniques.
- Improved client satisfaction score by 25% through targeted relationship management initiatives.
- Executed cross-selling strategies to increase product awareness among customers.
- Engaged potential clients to expand banking and investment services.
- Counseled customers on investment strategies to enhance portfolio diversity.
- Improved customer financial stability by managing personal budgets for 20 clients daily.
- Led daily morning meetings to align on personal and business goals.
Member Service Representative
Navy Federal Credit Union
Okinawa, Japan
06.2007 - 03.2010
- Counsel members on their financial decisions.
- Processed over 1,000 member requests monthly, maintaining high accuracy and efficiency.
- Handled cash transactions totaling over $500,000 monthly, ensuring compliance with financial regulations.
- Reduced customer complaints by 15% by streamlining service processes and enhancing staff training.
- Selected to provide training for incoming Manager, Assistant Manager, and 10 newly hired MSRs.
- Complete end of month reporting for branch using Microsoft Excel and Microsoft Word.
- Kept abreast of new and existing products, policies and procedures.
- Participate in promotional activities to ensure the growth of the credit union.
- Acted as Loan Officer, Credit Card Increase Officer, and Equity Mortgage Officer.
Education
BA - Finance
Grand Canyon University
Phoenix, AZ01.2012
High School Diploma -
Floresville High School
Floresville, TX05.2002
Skills
- Medicare
- Cross-selling proficiency
- Cold calling
- Product presentation
- Client Relationship Management
- Salesforce
- CRM Software
- Financial Reporting
- Reconciliation
- Regulatory Compliance
- Budget Oversight
- Expense Management
- Event Planning
- Meeting Planning
- Travel Coordination
- Calendar Management
- Schedule Management
- Microsoft Office Suite
- Cvent
- MoneyGuide
- Tableau
- Team Collaboration
- Communication
Accomplishments
- Responsible for coordinating meetings, travel, and events for a 15-person leadership team, synchronizing all calendars.
- Successfully coordinated 20+ regional events annually enhancing team collaboration and communication.
- Managed domestic and international travel arrangements, including booking flights, hotels, and transportation for over 50+ Financial Advisors, while staying on budget.
- Increased client referrals by 20% through strong relationship management and personalized service.
- Managed a multi-line phone system, handling over 50 incoming calls daily with professionalism and efficiency; consistently delivered exceptional client service while serving as a gatekeeper for executive staff.
- Recognized for strong problem-solving abilities, consistently resolving complex administrative challenges through quick, effective decision-making and a proactive, solution-oriented approach.
Professional Licenses
- FINRA Licenses, FINRA Series 6 (2012 - 2015), FINRA Series 63 (2012 - 2015)
- Insurance, California Life and Health (2012 - 2015), Colorado Life and Health (2014 - Current)
- Notary Public, Colorado Notary Public (current)
Timeline
Medicare Sales Agent
970 Medicare
07.2025 - Current
Senior Branch Office Administrator
Edward Jones
01.2015 - 07.2025
Licensed Relationship Banker
JPMorgan Chase
10.2010 - 05.2014
Member Service Representative
Navy Federal Credit Union
06.2007 - 03.2010
BA - Finance
Grand Canyon University
High School Diploma -
Floresville High School