Areli Medina Valadez
Rockford,IL
Summary
Resourceful Assistant Manager with comprehensive knowledge in team leadership, project management, and operational procedures. Strong ability to lead diverse teams, handle multiple tasks simultaneously, and deliver high-quality customer service. Successful track record of improving efficiency, increasing productivity, and driving customer satisfaction in previous roles. Possess strong interpersonal skills, problem-solving abilities, and decision-making prowess that drive business success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Manager
Mariner Finance
Rockford, IL
06.2023 - Current
- Collaborated with management on developing strategic plans for achieving business goals.
- Managed customer service inquiries and complaints in a timely manner.
- Resolved conflicts between team members in an effective manner.
- Ensured compliance with safety regulations and company policies.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Verified accuracy of loan documents prior to approval.
Universal Banker
Midland States Bank
Belvidere, IL
11.2021 - 06.2023
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Advised customers on how to use mobile banking applications effectively.
- Assisted customers with setting up direct deposits for their payroll checks.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Educated customers about the features of different types of bank accounts available.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Branch Manager
Cottonwood Financial
Rockford, IL
01.2018 - 06.2021
- Managed staff scheduling, hiring and training processes.
- Provided feedback on employee performance evaluations conducted by supervisors.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Conducted regular performance reviews for all employees in the branch.
- Developed strategies to increase customer satisfaction and loyalty.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Increased efficiency and drove branch revenue by optimizing daily operations.
Store Manager
Metropcs Authorized Dealer
Rockford, IL
02.2017 - 06.2018
- Maintained up-to-date knowledge of current industry trends and best practices.
- Trained, coached, and mentored staff to maximize performance and customer satisfaction.
- Maintained up-to-date records of all sales transactions in the store database system.
- Resolved customer complaints in a timely manner while maintaining high levels of customer service.
- Monitored daily operations of the branch including staffing schedules, cash handling, security measures.
- Conducted regular meetings with staff to review goals, objectives, successes, challenges.
- Recruited, interviewed, hired and trained employees, planned, assigned and directed work, appraised performance and inspired engaged team to please and retain customers.
Cashier Team Lead
Victoria's Secret & PINK
Rockford, IL
10.2013 - 05.2017
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
- Resolved discrepancies between POS system and physical money amounts in drawers at end of shift.
- Recognized potential theft or fraud attempts by monitoring suspicious behavior.
- Assisted customers with locating items within the store when requested.
- Assisted with training new cashiers and customer service team members to increase speed of onboarding.
- Coordinated with other departments when additional support was needed during peak hours.
- Performed daily opening and closing procedures for the register area.
- Processed refunds and exchanges according to company policy.
- Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from staff.
- Authorized discounts and special actions to resolve customer disputes and maintain satisfaction.
Financial Advisor
PRIMERICA FINANCIAL SERVICES LIMITED
Elgin, IL
09.2011 - 10.2013
- Scheduled meetings with prospective clients to discuss available products and services.
- Prepared quotes for prospective customers based on their individual needs.
- Educated clients on various types of life insurance policies available in the market.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Processed payments received from clients promptly according to established procedures.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Education
PUBLIC NOTARY - PUBLIC NOTARY
MIDLAND STATES UNIVERSITY
Belvidere, IL07-2022
DENTAL ASSISTANT - Dental Assisting
ROCKFORD DENTAL FOUNDATION
Rockford, IL08-2016
LIFE INSURANCE LICENSE - Insurance
PFSU
Schaumburg, IL11-2011
High School Diploma -
ROCKFORD EAST HIGH SCHOOL
Rockford, IL05-2011
Skills
- Policy Implementation
- Staff Development
- Deadline and results-oriented
- Team Leadership
- Bilingual fluency in English & Spanish
- Adaptability and Flexibility
- Problem-Solving
Certification
- Public Notary
- Life Insurance License
Languages
Spanish
Professional
Timeline
Assistant Manager
Mariner Finance
06.2023 - Current
Universal Banker
Midland States Bank
11.2021 - 06.2023
Branch Manager
Cottonwood Financial
01.2018 - 06.2021
Store Manager
Metropcs Authorized Dealer
02.2017 - 06.2018
Cashier Team Lead
Victoria's Secret & PINK
10.2013 - 05.2017
Financial Advisor
PRIMERICA FINANCIAL SERVICES LIMITED
09.2011 - 10.2013
PUBLIC NOTARY - PUBLIC NOTARY
MIDLAND STATES UNIVERSITY
DENTAL ASSISTANT - Dental Assisting
ROCKFORD DENTAL FOUNDATION
LIFE INSURANCE LICENSE - Insurance
PFSU
High School Diploma -
ROCKFORD EAST HIGH SCHOOL