Hilda Perez
Peachtree Corners,GA
Summary
Determined professional eager to apply financial knowledge. Effective at building positive client relationships, achieving sales goals, and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals, and options.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Bank Of America
12.2021 - Current
- Open new accounts and offer advice on everything from personal and business accounts to investments, loans, and trust management services.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
Accounting Administrator
Shield Roofing and Construction
04.2019 - 09.2020
- Process payments and documents such as invoices, employee reimbursements, and financial statements.
- Track expenses and evaluating budgets.
- Post financial data to accounts.
- Handle communication between the organization and clients.
- Maintain and improve the organization’s bookkeeping process.
- Prepare reports and projections based on financial data.
Business Manager
Quick Auto Import
01.2014 - 12.2018
- Give the appropriate business unit comments on product gaps and development.
- Manage project budgets, billing, collections, and the financial performance of engagements.
- Report expenses, activities, results, market position, and projections with accuracy and promptness.
- Support the auto sales manager during each vehicle purchase and leverage opportunities to offer aftermarket products, service contracts, and insurance programs.
Education
Associates Degree in International Business -
University APEC
ABA Bank Teller -
Bank of America Academy
2022
Mastering Financial Spanish -
Bank of America Academy
2022
Skills
- Leadership
- Customer service
- Interpersonal skills
- Sales techniques
- Bilingual English and Spanish
- Time management
- Student Mindset
- Organization and attention to detail
- Analytical and problem-solving
Timeline
Relationship Banker
Bank Of America
12.2021 - Current
Accounting Administrator
Shield Roofing and Construction
04.2019 - 09.2020
Business Manager
Quick Auto Import
01.2014 - 12.2018
Associates Degree in International Business -
University APEC
ABA Bank Teller -
Bank of America Academy
Mastering Financial Spanish -
Bank of America Academy
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