Creating customized solutions for new and existing clients to help them achieve their financial goals.
Educates and engages Customers in conversations regarding their current and future financial needs and educates Customers about b products and services.
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership, and collaboration in a virtual or face-to-face environment.
Associate Banker
JP MORGAN CHASE
10.2022 - 07.2023
Identifying clients financial needs through questionnaires and one-on-one communication, making them feel welcomed and at peace resulting in recommendations for investments
Ensured financial transactions are accurately completed and are compliant with bank standards including personal banking and credit card needs
Provided strategic advice by engaging with customers and advising them on current promotions and programs
Teller Representative
Santander Bank
12.2020 - 01.2022
Providing exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnel
Ability to effectively ask questions and identify needs to enhance the customer relationship
Excellent communication skills with ability to be concise, clear, and consistent manner
Cash Handling experience
Assists in exceeding service goals by minimizing Customer wait times and accurately and efficiently processing Customer transactions
Morning Manager
All Stars Sports Bar & Grill
07.2018 - 11.2020
Enforce health and safety standards, including proper food handling and sanitation
Maintain a positive and collaborative work environment and fostering teamwork
Prep bar station and host stand every morning and leave equipment ready for the afternoon team
Manage inventory template once a month and restock missing items
Cash count each employee that worked morning shifts and secure cashier boxes
Supervisor
Texaco Licey
05.2016 - 12.2019
Provide assurance on the quality and effectiveness of internal control, risk management (current or emerging) and governance processes and systems in Risks space
Executes control design and operating effectiveness testing over the administrative areas
Prepare drafts of the recommendations to be presented Manager and weekly meetings, supervising and coaching staff as part of internal reviews and activities