Desireé Sánchez
Raleigh,NC
Summary
Service-oriented Financial Services Associate aiming for a position where in-depth investment and insurance policy knowledge can be utilized. Exceptional customer service, sales and problem-solving skills. Adept at managing all accounting and financial functions, including [Duty] and [Duty].
Overview
3
3
years of professional experience
Work History
Financial Associate II
Desireé, Decena Sánchez, Fidelity Investments
03.2021 - Current
- Operates as the first point of contact in helping DC and HW customers with any inquires, processing transactions and educating customers about employment benefits using the provided software such as
Data Entry Specialist
XTRACT, HOBS, The Operations Group
, WI
06.2020 - 01.2021
- Responsible for entering data based on survey calls for political campaigns
Sales Representative
Raleigh, NC
01.2020 - 03.2020
- Responsible for selling service provider bundles consisting of phone, internet, tv and alarm systems
Teacher Assistant
Appalachian State University
Boone, NC
01.2019 - 12.2019
- Assisted professor with daily classes to guide students with assignments
Gallery Intern
Social Media, VAE Raleigh
Raleigh, NC
06.2019 - 08.2019
- Handled social media account, assisted with installations and preformed receptionist duties for the gallery
Education
BFA - Business, Studio Art
Appalachian State University
12.2019
Skills
- Technical
- Microsoft Office
- Adobe Creative Cloud
- Data Entry
- XTRACT
- HOBS
- FPRS
- Professional
- Customer Service
- Quick learner
- Flexible
Timeline
Financial Associate II
Desireé, Decena Sánchez, Fidelity Investments
03.2021 - Current
Data Entry Specialist
XTRACT, HOBS, The Operations Group
06.2020 - 01.2021
Sales Representative
01.2020 - 03.2020
Gallery Intern
Social Media, VAE Raleigh
06.2019 - 08.2019
Teacher Assistant
Appalachian State University
01.2019 - 12.2019
BFA - Business, Studio Art
Appalachian State University
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