Gloria Jacobo
Van Alstyne,TX
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Resourceful team player with experience with common software applications and social media platforms. Well-versed in business organization and strategies for successfully modernizing workplaces. Skilled at project support with proven history of solutions-oriented problem-solving.
Overview
12
12
years of professional experience
Work History
Virtual Relationship Specialist
Credit Union Of Texas
06.2023 - Current
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
- Analyzed project performance data to identify areas of improvement.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Collaborated with various teams to uncover issues, identify applicable solutions, and offer guidance.
- Collaborated with QA team to test software quality through manual and automated testing.
- Optimized test cases to maximize success of manual software testing.
- Created successful test scripts to manage automated feature testing,
Senior Member Relationship Specialist
Credit Union of Texas
06.2017 - 06.2023
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Adhere to and comply with all federal and state laws, regulations, and guidance, including those related to Bank Secrecy Act, Patriot Act, and Anti-Money Laundering.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
Coordinator Supervisor
Accent Care
11.2016 - 06.2017
- Evaluated operational practices and identified improvement opportunities to develop revisions for systems and procedures.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Processed feedback from the client evaluations and held weekly meetings with staff on client evaluations
- Studied processes, implemented cost reductions and developed reporting procedures to maintain administrative workflow.
- Coordinated with human resources department to handle payroll and personnel databases.
- Tracked records, filed documents and maintained communication between clients to manage office activities.
Senior Banker
Wells Fargo
06.2012 - 11.2016
- Worked proactively to build and grow relationships with new customers and engage with existing customers by asking questions about their financial needs, understanding their goals, and sharing how Wells Fargo can help
- Responsibilities include educating customers about Wells Fargo's services, including proactive outreach, phone or in-person visits, and planning and executing appointments
- Served as a leader in managing risk; understood and manage risks in the business; adhered to policies, procedures & controls and ensured compliance with applicable laws, rules & regulations.
Education
Bachelor of Arts - Business Analytics
Texas A&M University-Commerce
Commerce, TX05.2023
Skills
- Critical Thinking
- Bilingual Speaker
- Microsoft Expert
- Salesforce
- SQL Analytics
- Training and Mentoring
- Attention to Detail
- Analytical Thinking
- Machine Learning
- Clear and Concise Communication
- Project Coordination
Languages
Spanish
Native or Bilingual
Timeline
Virtual Relationship Specialist
Credit Union Of Texas
06.2023 - Current
Senior Member Relationship Specialist
Credit Union of Texas
06.2017 - 06.2023
Coordinator Supervisor
Accent Care
11.2016 - 06.2017
Senior Banker
Wells Fargo
06.2012 - 11.2016
Bachelor of Arts - Business Analytics
Texas A&M University-Commerce
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