Summary
Overview
Work History
Education
Skills
Timeline
Generic

Esmeralda Molina

Davenport

Summary

Results-driven professional experienced in client retention and financial services. A strong collaborator who adapts to changing needs, ensuring team success and client satisfaction with proficient communication.

Overview

5
5
years of professional experience

Work History

Renewal Specialist

Vader Mountain Capital
02.2022 - 04.2025


  • Conducted regular follow-ups with clients to reduce churn rates.
  • Collaborated with our sales teams to identify upsell opportunities during renewal discussions.
  • Managed 200 accounts monthly, ensuring all renewals were processed accurately and on time.
  • Actively participated in team meetings, sharing best practices amongst colleagues to improve overall department performance levels.
  • Enhanced customer satisfaction, providing timely responses to inquiries and addressing concerns promptly, resulting in increased loyalty and repeat business.

Banking Associate

Bank of America
05.2021 - 02.2022


  • Counted, verified and handled bank deposits and armored car transactions.
  • Reduced transaction errors with meticulous attention to detail in handling high-volume foreign currency and recording transactions.
  • Assisted in training new hires on bank procedures and policies ensuring seamless integration into the team environment.

Financial Services Manager

Amscot Financial
11.2019 - 05.2021
  • Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
  • Managed high volumes of daily transactions, ensuring timely completion and minimizing delays for customers.
  • Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.

Education

Bachelor of Arts - Finance

Florida International University
Miami, FL
05-2021

Skills

  • Goal-oriented mindset
  • Client satisfaction focus
  • Accuracy and precision
  • Teamwork and collaboration
  • Time management
  • Multitasking Abilities
  • Critical thinking
  • Organizational skills
  • Relationship management

Timeline

Renewal Specialist

Vader Mountain Capital
02.2022 - 04.2025

Banking Associate

Bank of America
05.2021 - 02.2022

Financial Services Manager

Amscot Financial
11.2019 - 05.2021

Bachelor of Arts - Finance

Florida International University

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