Jaqueline De Anda
Laredo,TX
Summary
Motivated student working toward a Bachelor of Science in
Interdisciplinary Studies with a major in Elementary Education with EC-6 Certification and an Early Learning Emphasis (BSIS). Currently seeking scholarships that can assist me with the cost of my education.
Overview
3
3
years of professional experience
Work History
Financial Advisor
PNC Bank
02.2020 - 02.2023
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Recommended specific investments to help clients meet financial goals.
- Assisted clients with budgeting and cash flow management.
- Informed clients of strategies for reducing debt and maximizing savings.
Education
Bachelor of Science - Elementary Education
Texas A&M International University
Laredo, TX05.2026
High School Diploma -
Martin High School
Laredo, TX05.2010
Skills
- Reading Comprehension
- Handheld Computer Device Software
- Prospecting Skills
- Interpersonal Communication Skills
- Problem-Solving Strengths
- B2B Sales
- Goal-Driven
- Training and Development
- Microsoft Excel
- Punctuality and Work Ethic
- Bilingual Communication
Languages
Spanish
Native or Bilingual
Timeline
Financial Advisor
PNC Bank
02.2020 - 02.2023
Bachelor of Science - Elementary Education
Texas A&M International University
High School Diploma -
Martin High School
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