Dulce Mota
Del Rio,TX
Summary
Meticulous Sr MA with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers.
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
Work History
Senior Member Advisor
Soarion Credit Union
Del Rio, TX
04.2013 - Current
- Provided advice and guidance to members on financial products and services.
- Developed relationships with members and offered solutions to meet their needs.
- Conducted account reviews for members, including assessing risk tolerance and recommending appropriate investments.
- Cross-sold additional bank products and services to existing members.
- Resolved customer inquiries regarding account maintenance or technical issues with online banking system.
- Processed complex transactions such as wire transfers and ACH payments for members' accounts.
- Performed daily balancing activities for assigned branch's teller line operations.
- Handled cash management duties including ordering currency from Federal Reserve Bank and ensuring proper amounts were available in ATM machines.
- Educated members on fraud prevention techniques, security procedures, and other safety measures.
- Maintained accurate records of all interactions with customers in the CRM system.
- Ensured accuracy of data entry into core banking systems such as loans origination software.
H-E-B
Drug store consultant
Del Rio, TX
01.2010 - 03.2013
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Planned and completed group projects, working smoothly with others.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Education
High School Diploma -
Del Rio High School
Del Rio, TX06-2009
Skills
- Performance Analysis
- Relationship Management
- Financial Acumen
- Market Trends Monitoring
- Microsoft Excel
- Financial Goal Planning
- Cash Management Strategies
- Client Interviews
- Organizational Skills
- Risk Assessment
- Teamwork and Collaboration
- Client Relations
Timeline
Senior Member Advisor
Soarion Credit Union
04.2013 - Current
H-E-B
Drug store consultant
01.2010 - 03.2013
High School Diploma -
Del Rio High School