Maribel Matos
Goshen,NY
Summary
Results-driven financial services professional with expertise in audit, leadership, budget, and operational efficiency. Skilled in financial wellness, budget analysis and creation, audit and oversight of financial records. Strong communicator with a focus on critical thinking.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Banker
KeyBank
03.2022 - Current
- Developed and implemented departmental objectives, budgets, policies, procedures, and strategies. Established clear guidelines for the team to follow.
- Maintained delivery timelines while producing quality outputs.
- Oversaw the successful and punctual completion of numerous projects
- Delivering excellent customer service in a fast-paced environment.
- Proficient in utilizing a range of software applications and programs such as Microsoft Office and Adobe Creative Suite
- Collaborated with departmental leaders to establish organizational goals, strategic plans, and objectives.
- Evaluated financial data for identifying potential risk factors in loan or investment decisions.
- Conducted daily cash drawer balancing and ATM reconciliation at each shift's end.
- Accurately and efficiently processed a variety of financial transactions such as deposits, withdrawals, transfers, payments and check cashing.
- Promoted new banking products and services to existing clients, effectively explaining features and benefits.
- Suggested transfer of funds between accounts under same appropriation/allotment to cover expenses within established limits.
- Performed administrative tasks involving record maintenance and policy renewal handling.
- Established relationships with local businesses to increase sales opportunities through referrals or direct contact.
Insurance Advisor
Combined Insurance
07.2020 - 03.2022
- Offered personalized insurance policy recommendations to clients based on their unique requirements.
- Devised and executed plans to enhance customer contentment.
- Assessed insurance needs of potential clients through conducted interviews.
- Generated detailed quotes for potential clients by analyzing their needs.
- Educated clients on multiple insurance products and services available
- Helped customers with claim filing and policy coverage dispute resolution
- Provided customers with guidance on policy changes and new market options.
- Prepared reports detailing sales performance metrics including revenue generated by product lines and regions.
- Ensured timely processing of policy applications via collaboration with underwriters.
Relationship Manager
M&T Bank
01.2006 - 09.2019
- Completed state-mandated insurance laws continuing education courses
- Sought new clients and expanded clientele through networking to generate lists of potential customers.
- Conducted client interviews to obtain data on finances, property conditions, and current insurance coverage.
- Displayed exceptional ability to communicate with clients and explain their insurance coverage alternatives.
- Built and maintained client relationships to ensure satisfaction.
- Generated marketing collateral to showcase company offerings using media such as brochures, presentations, flyers and web copy.
- Analyzed risks and investments to assess their impact on organizations' growth prospects.
- Promptly responded to customer inquiries while resolving issues in a timely manner, resulting in exceptional customer service.
- Planned, directed, or coordinated activities of workers in various branches, offices, and departments of establishments including branch banks, brokerage firms, risk and insurance departments.
- Organized team events to foster camaraderie among colleagues and enhance client relationships.
- Conducted frequent client meetings to assess performance metrics and explore new strategies.
- Maintained high quality standards at every stage of the relationship cycle through proactive measures.
- Managed cash and financial instruments.
Education
Medical Billing & Coding -
ORANGE-ULSTER BOCES
Middletown, NY01.2019
LICENSE - Real Estate Licensing Course
HGAR
Goshen01.2018
Skills
- Decision-making
- Attention to detail
- Negotiation
- Relationship-building
- Communication
- Problem-solving
- Organization
- Banking Policies and Procedures
- Customer Service
- Relationship building and management
- Spanish Fluency
- Account Management
Certification
- Medical Billing & Coding
- Real Estate
Languages
Spanish, Fluent
Timeline
Personal Banker
KeyBank
03.2022 - Current
Insurance Advisor
Combined Insurance
07.2020 - 03.2022
Relationship Manager
M&T Bank
01.2006 - 09.2019
Medical Billing & Coding -
ORANGE-ULSTER BOCES
LICENSE - Real Estate Licensing Course
HGAR
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