Danielle Marrero
Frost Bank
Austin
1
Certification
10
years of professional experience
Detail-oriented professional with over 10 years of experience in financial operations, compliance administration, and customer service. Expertise in coordinating administrative operations, managing sensitive documents, and facilitating team training. Skilled in data analysis and process improvement, adept at prioritizing tasks in fast-paced environments while delivering executive support aligned with organizational values.
Work History
Wealth Advisor
1 Year 5 Months- Executive Calendar & Logistics Management: Managed complex, high-priority master calendars to optimize meeting schedules, coordinate multi-party events, and plan detailed domestic travel itineraries.
- Document Control & Regulatory Compliance: Prepared, verified, and audit-proofed highly confidential compliance paperwork, critical client agreements, and financial disclosures under strict regulatory standards.
- Data Analysis & Reporting: Conducted comprehensive financial and market research to compile, analyze, and package data into high-quality memos, reports, and presentations for senior decision-makers.
- Information & Correspondence Routing: Efficiently triaged, prioritized, and routed heavy volumes of daily correspondence, including emails, faxes, and sensitive mail, ensuring rapid processing and zero missed deadlines.
- Client Relations & Communication: Maintained elite-level client relationships, translating complex financial and strategic concepts into clear, actionable communications while managing high-stakes conflicts and client concerns.
- Training & Mentorship: Created onboarding materials and mentored new team members on internal database systems, software applications, and client-relationship protocols, boosting team onboarding efficiency.
Head Coach
2 Years 4 Months- Logistics & Operations Management: Directed all team logistics, including equipment inventory, travel itineraries, and tournament registrations, ensuring seamless, off-site operations and schedule compliance.
- Complex Scheduling & Coordination: Managed the master calendar for games, practices, and scrimmages to maximize resource availability, facility usage, and multi-party participation.
- Stakeholder Communication: Established clear communication protocols with parents and organization leadership to distribute schedules, set expectations, and provide progress updates, fostering transparency and trust.
- Leadership & Team Training: Designed and executed structured training programs and skill-development workshops, optimizing individual performance and team cohesion under tight timelines.
- Performance Analysis & Assessment: Analyzed game data and footage to identify strategic improvements, conducting regular progress assessments to provide actionable feedback for continuous improvement.
- Personnel Management: Mentored and supervised assistant coaches and support staff, delegating roles, fostering professional growth, and ensuring alignment with organizational standards.
Activity Specialist Lead
2 Years 3 Months- Program Delivery & Customization: Facilitated and adapted diverse educational and recreational programs to accommodate various age groups, skill levels, and individual needs under limited supervision.
- Risk Management & Safety Compliance: Supervised indoor and outdoor group activities, strictly enforcing safety guidelines and organizational policies to maintain a secure and compliant environment.
- Public Relations & Stakeholder Communication: Served as a primary point of contact for the public, establishing strong working relationships with participants and delivering daily, professional progress updates to parents and guardians.
- Conflict Resolution & Policy Enforcement: Utilized strong behavior-management and mediation skills to resolve conflicts, establish appropriate boundaries, and enforce program rules consistently and professionally.
- Multi-Tasking & Operations Support: Managed multiple daily tasks in a high-energy, fast-paced environment, remaining adaptable to sudden schedule changes and interruptions while keeping operations running smoothly.
Associate Banker
1 Year- Document & Records Management: Maintained, organized, and digitized client files, records, and reports, establishing streamlined filing systems that ensured rapid retrieval and strict compliance with confidentiality policies.
- Information Security & Fraud Resolution: Acted as the primary point of contact for sensitive security matters, collaborating with risk departments to resolve fraudulent account activity and protect critical client data.
- System & Technical Support: Utilized advanced Excel and SharePoint proficiency to track data and manage internal documents, while guiding clients through digital platforms, online portals, and self-service tools.
- Administrative Transaction Accuracy: Executed high-volume financial and administrative transactions, including wire transfers, address updates, and account maintenance, with flawless precision and attention to detail.
- Client Relations & Referral Coordination: Delivered high-level customer service to a diverse public client base, handling complex inquiries and coordinating introductions/referrals to specialized business partners.
Cashier
4 Years 6 Months- Conflict Resolution & Public Service: Delivered exceptional, professional customer service to a diverse public base, resolving escalated client complaints, explaining organizational policies, and answering procedural questions.
- Financial Transaction Processing: Executed high-volume financial transactions, including processing cash, check, and electronic payments, and managing credits, refunds, and detailed receipts with 100% accuracy.
- Regulatory Compliance & Quality Control: Consistently operated in strict compliance with federal, state, and local safety, sanitation, and regulatory guidelines to maintain a secure work environment.
- Digital Systems & Inventory Support: Operated hand-held computer systems and proprietary databases to coordinate order fulfillment, manage inventory, and cross-functionally support department logistics.
- Onboarding & Team Training: Facilitated training for new hires, providing facility tours, explaining standard operating procedures, and delivering actionable feedback to improve onboarding efficiency.
- Policy & Documentation Analysis: Interpreted complex operating guidelines, procedural manuals, and safety rules to ensure daily workflows and team practices aligned with organizational standards.
Cashier/Food Service Worker
1 Year 1 MonthCompliance & Safety Standards: Monitored and maintained strict compliance with municipal, state, and company health, safety, and sanitation standards across all active work environments.
Workplace Organization & Resource Management: Organized, stocked, and managed inventory for professional workstations, ensuring all materials were organized, readily available, and met daily operational needs.
Onboarding & Progress Monitoring: Facilitated hands-on training for new hires, introducing them to operational protocols, monitoring their daily progress, and delivering feedback to leadership to improve training outcomes.
Financial Accuracy & Transactions: Maintained absolute accuracy while handling high-volume cash, check, and electronic transactions, balancing registers, and documenting financial receipts daily.
Customer Relations & Delivery: Interfaced directly with a high volume of diverse customers, delivering prompt, courteous service to ensure a professional and welcoming brand experience.
Workplace Organization & Resource Management: Organized, stocked, and managed inventory for professional workstations, ensuring all materials were organized, readily available, and met daily operational needs.
Onboarding & Progress Monitoring: Facilitated hands-on training for new hires, introducing them to operational protocols, monitoring their daily progress, and delivering feedback to leadership to improve training outcomes.
Financial Accuracy & Transactions: Maintained absolute accuracy while handling high-volume cash, check, and electronic transactions, balancing registers, and documenting financial receipts daily.
Customer Relations & Delivery: Interfaced directly with a high volume of diverse customers, delivering prompt, courteous service to ensure a professional and welcoming brand experience.
Education
High School Diploma
Skills
Public & Stakeholder Relations
Process improvement
Calendar management
Meeting coordination
Records management
SharePoint
Email triage
Stakeholder relations
Conflict resolution
Onboarding
Process improvement
Task prioritization
Certification
- CPR Certified
- Notary Certification
Timeline
Wealth Advisor
Frost Bank
03.2025 - CurrentRead More
Head Coach
Austin Performance Volleyball
01.2023 - 05.2025Read More
Activity Specialist Lead
City Of Austin Parks And Recreation Department
11.2022 - 02.2025Read More
Associate Banker
Chase Bank
11.2021 - 11.2022Read More
Cashier
H-E-B
05.2017 - 11.2021Read More
Cashier/Food Service Worker
Bill Miller BBQ
04.2016 - 05.2017Read More
Jack C Hays High School
High School Diploma
Read More