Iliana Zuniga

Working remotely as a Financial Solution Specialist, we take incoming calls from clients and potential new clients to help with any of their financial needs.

⦁ Open new consumer accounts, credit card offers, lending and debt consolidation solutions, make investment referrals, as well as maintenance any current accounts, as well as troubleshooting with any of the clients online banking issues or concerns.

⦁ Working diligently to encounter the client's needs and help answer any question they might have regarding their personal consumer accounts as well and new products.

⦁ Find the root of the problem in a timely manner while still making the client feel heard and understood.

⦁ Speak in a professional and clear manner throughout every call and made the client feel respected.

⦁ Deliver phenomenal customer service to ensure a positive experience.

⦁ Ask probing questions to better understand the client's needs and concerns.

⦁ Received excellent feedback from my leads and monitors regarding the outcome of my calls.

Part of the unique community outreach program for the city of Houston. PNC Bank launched the mobile truck to help educate and assist members of the community with their financial wellbeing and banking needs, while also driving the 30ft Freightliner and getting DOT certified. Self-sourced new partnerships to get contracts set in place and grow relationships.

⦁ Provided financial education to the underserved communities of the city.

⦁ Opened and maintenance financial accounts.

⦁ Deliver phenomenal customer service to ensure a positive experience.

⦁ Worked on daily operational tasks while still giving full attention to the client's needs.

⦁ Researched locations and partnerships to add to our schedule. Self-sourced partnerships but scheduling appointments and discussing the benefits of the mobile unit and its resources.

⦁ Received DOT certification and took over 20 hours of driver training to handle the 30FT Freightliner truck.

⦁ Serviced the maintenance of the generator and submitted work orders when necessary.

Uncover the needs of personal, business, and international clients to provide solutions for complex issues and services via telephone, email and face to face communication.

⦁ Adaptability to thrive in a fast-paced environment by assisting various customers in a limited amount of time.

⦁ Deliver phenomenal customer service to ensure a positive experience.

⦁ Successfully handle and multi-task different requests, while still prioritizing efficiency.

⦁ Impeccable attention to detail to ensure accuracy of transactions, research, payments and requests to prevent any discrepancies with customers.

⦁ Open new personal, business, loan applications, IRA's, money market and CD accounts with outstanding and welcoming service by educating our customers on partner products and services upon interaction.

⦁ Assist branch staff by coaching, developing, encouraging, counseling, problem solving, and cross-training.

⦁ Maintain branch operations and follow policies and procedures set in place.

Create and execute up to fifty (50) community events per year. Manage annual budget for activity expenses. Reconcile amenity accounts. Schedule community programming. Intake and process rentals of on-site amenities. Manage part-time staff for on-site amenities. Recruit and hire new talent for events. Monitor and post to community social media page(s). Complete clerical tasks to include calendar management, emailing, filing, etc. Issue amenity devices to community residents. Answer phones and assist vendors and residents as needed.

⦁ Manage annual event budget/ programming budget

⦁ Lead and support the lifestyle department

⦁ Oversee 6+ full time employees and 12+ part time seasonal employees

⦁ Reconcile amenity account to balance financials

⦁ Train and oversee the lifestyle coordinator. (Assistant role)

⦁ Present during quarterly meetings to the Board of Directors

⦁ Executed Master Service Agreements for vendors and instructors.

⦁ Certified Event Coordinator with Texas Events Management Institution. (TEMI)

⦁ Performed a range of administrative duties from maintaining production schedules to purchasing supplies and hiring vendors.

⦁ Reported to operations manager and assisted shop and office personnel.

⦁ Coordinated and scheduled all company meetings, appointments, interviews, and inspections.

⦁ Opened, sorted, and distributed incoming messages and correspondence throughout the department.

⦁ Greeted visitors and determined the appropriate point person and meeting time for their specific situations.

⦁ Assisted with company events such as, purchasing supplies, coordinated vendors, decorated event venue.