Jazmin Olivas Amaro
Albuquerque,NM
Summary
Driven professional with over 9 years of experience in the financial industry and sales. I have a passion for learning and helping others.
I have extensive knowledge of retirement accounts, bank products,
and sales.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Guest Services
Bosque Brewery
Albuquerque, New Mexico
11.2024 - Current
- Took reservations by phone and walk-in, keeping scheduling demands, and kitchen output in time to avoid overbooking.
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Monitored seating area and checked restrooms regularly to keep spotless.
- Organized, stocked and cleaned establishment's front lobby during shifts to maintain welcoming appearance.
Retirement Brokerage Services
Fidelity Investments
Albuquerque, NM
12.2020 - 11.2024
- Client relationship management for employer-sponsored plans and brokerage accounts.
- Educated clients on different types of investments available in order to help them make informed decisions.
- Collaborated with other departments within the brokerage firm such as compliance or research teams when necessary.
- Processed new accounts, opened and closed account requests, transferred funds and updated account information for clients.
- Ensured adherence to all applicable laws and regulations governing the securities industry.
- Executed trades in securities markets using online trading platforms.
Bartender
La Ventana Steak and Spirits
Grants, NM
04.2017 - 12.2020
- Developed long-lasting relationships with customers, created a clientele of regulars.
- Prepared alcoholic and non-alcoholic beverages according to recipe standards.
- Maintained inventory of liquor, beer, wine, and other beverage items.
- Resolved customer complaints in a professional manner.
- Monitored guests' alcohol consumption levels to prevent over-intoxication or underage drinking.
- Performed opening and closing duties including restocking supplies.
Teller
Wells Fargo
Grants, NM
05.2019 - 12.2020
- Build lasting relationships with bank customers to actively participate in business development.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis, assisted with cash orders, and balanced the vault.
- Maintained confidentiality of all customer records and information according to company policies.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Identified opportunities to refer customers to other areas of the bank for additional services.
Personal Banker
Wells Fargo
Scottsdale , AZ
05.2013 - 07.2016
- Provided exceptional customer service while identifying clients' financial needs.
- Maintain extensive knowledge of bank products to facilitate the delivery of financial products and services.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Followed operational standards, promoting security, risk management and compliance.
- Used product knowledge and abilities to execute consumer loans and other services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Education
Associate of Science - Science Education
New Mexico State University
Las Cruces, NM12-2020
Skills
- SIE, Series 7, and Series 63
- Passion for learning and self-development
- Bilingual-Spanish
- Analytical Problem Solving
- Risk Management
- Clear and effective communication
- Outstanding customer service
- Over 10 years of sales experience
Certification
- Series 7, Series 63, and SIE
Languages
Spanish
Native/ Bilingual
Timeline
Guest Services
Bosque Brewery
11.2024 - Current
Retirement Brokerage Services
Fidelity Investments
12.2020 - 11.2024
Teller
Wells Fargo
05.2019 - 12.2020
Bartender
La Ventana Steak and Spirits
04.2017 - 12.2020
Personal Banker
Wells Fargo
05.2013 - 07.2016
Associate of Science - Science Education
New Mexico State University
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