Gabriela Mederos Lima
Miami
Summary
Bilingual (English/Spanish) finance and client service professional with 7+ years of experience in banking, wealth management, and operations. Skilled in LATAM client relations, compliance, and risk management. Expert at supporting financial advisors, managing complex transactions, and enhancing client satisfaction. Recognized for problem-solving, leadership, and consistently exceeding performance goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Service Associate (LATAM)
CitiBank
Miami
05.2023 - Current
- Provide high-level operational and relationship support to Wealth Advisors serving high-net-worth LATAM clients.
- Manage full cycle of client onboarding, including account openings, documentation review, and regulatory compliance with KYC/AML.
- Execute and monitor daily transactions such as wires, portfolio transfers, and account funding, ensuring accuracy and compliance.
- Research and resolve client inquiries, coordinating with cross-functional teams (legal, compliance, operations) to ensure seamless service delivery.
- Act as trusted point of contact for clients, building long-term relationships through proactive communication and service excellence.
- Assist in risk management by identifying red flags in client activity and escalating to compliance teams.
- Train and mentor junior associates on procedures, systems, and client service best practices.
Personal Banker
Wells Fargo Bank
Hialeah
03.2020 - 05.2023
- Assisted clients with consumer banking needs, including credit cards, loans, and deposit accounts.
- Processed international currency exchanges and wire transfers with full regulatory compliance.
- Conducted financial assessments, offering tailored solutions to increase customer satisfaction.
- Supported branch operations including opening/closing, audits, and compliance procedures.
- Consistently exceeded monthly sales targets by cross-selling financial products.
Operations Manager
Express Vision Care
Hialeah
05.2017 - 02.2020
- Oversaw daily business operations, including staff supervision, scheduling, and workflow.
- Managed insurance billing, claim submissions, and collections to ensure revenue accuracy.
- Improved efficiency of administrative processes and customer experience.
- Led team to achieve sales goals while maintaining high client retention.
Front Desk Associate
E-Z Health Care Center
Hialeah
12.2014 - 12.2015
- Handled patient intake, insurance verification, and billing inquiries.
- Delivered customer service at front desk, coordinated appointments, and maintained records.
- Supported medical and administrative staff with daily operational tasks.
Education
Bachelor of Science - Supervision and Management
Miami Dade College
Associate of Arts - Business Administration
Miami Dade College
Skills
- Banking & Wealth Management Support
- Client Relationship Management (CRM)
- Risk & Compliance (KYC/AML)
- Financial Product Sales & Advisory Support
- Insurance Billing & Healthcare Administration
- Cash Management & Teller Operations
- Operations & Staff Supervision
- Strategic Sales
- Bilingual: English & Spanish
- Time & Project Management
- Customer Service Excellence
- Client onboarding
Certification
- Business Operations – Small Business (Miami Dade College)
- Certified Behavioral Health Case Manager
- Professional Tax Preparer (H&R Block)
Timeline
Client Service Associate (LATAM)
CitiBank
05.2023 - Current
Personal Banker
Wells Fargo Bank
03.2020 - 05.2023
Operations Manager
Express Vision Care
05.2017 - 02.2020
Front Desk Associate
E-Z Health Care Center
12.2014 - 12.2015
Bachelor of Science - Supervision and Management
Miami Dade College
Associate of Arts - Business Administration
Miami Dade College