JUAN OTALVARO
Coconut Creek,FL
Summary
Bilingual English/Spanish banking professional with 12+ years of experience supporting client accounts and financial operations. Skilled in financial documentation, billing coordination, compliance reporting, and issue resolution. Proficient with Salesforce, QuickBooks, Microsoft Office, and Google Workspace. Known for accuracy, organization, confidentiality, and responsive client service in fast-paced environments.
Overview
19
19
years of professional experience
Work History
Administrative & Operations Consultant
Independent Contractor
11.2019 - Current
- Supported remote administrative and operational needs for the US, the UK, and international clients by managing customer communication, scheduling, records, and daily business tasks.
- Maintained client and financial records in CRM systems, QuickBooks, spreadsheets, and other business platforms.
- Coordinated customer requests, resolved operational issues, followed up on inventory and shipments, and facilitated communication between clients and business partners.
- Managed multiple priorities independently, ensured consistent communication, and met all deadlines.
Personal Banker & Relationship Manager
Bank of America
10.2010 - 11.2019
- Cultivated consumer and business client relationships by assisting with account servicing, financial transactions, and daily banking needs.
- Ensured accuracy, completeness, compliance, and audit readiness of financial and account records through meticulous review.
- Worked with internal auditors and compliance teams while protecting confidential financial information and documentation.
- Facilitated branch operations by maintaining accurate records, adhering to regulatory procedures, and providing quality client service.
Relationship Banker
Bank of America
11.2009 - 10.2010
- Opened consumer and business accounts while maintaining complete, accurate documentation.
- Handled account maintenance requests and processed financial transactions accurately.
- Worked across departments to address client requests and support smoother operations.
Client Service Representative
Bank of America
01.2008 - 11.2009
- Addressed account questions and resolved operational concerns while providing quality customer service.
- Processed deposits, withdrawals, loan payments, check cashing, wire transfers, and other financial transactions.
- Balanced cash drawer daily and maintained accuracy while following banking policies.
Education
International Business Coursework -
Palm Beach State College
Boca Raton01-2011
Skills
- Financial operations and banking
- Client account management
- Billing and documentation support
- Issue resolution and auditing
- Customer service and compliance
- CRM and Salesforce expertise
- QuickBooks proficiency
- Microsoft Office applications
- Google Workspace skills
- Detail-Oriented
- Remote Operations
- Reporting and analysis
- Administrative operations
- Bilingual English/Spanish
Personal Information
Title: FINANCIAL & ADMINISTRATIVE OPERATIONS | BANKING | CLIENT SERVICES
Timeline
Administrative & Operations Consultant
Independent Contractor
11.2019 - Current
Personal Banker & Relationship Manager
Bank of America
10.2010 - 11.2019
Relationship Banker
Bank of America
11.2009 - 10.2010
Client Service Representative
Bank of America
01.2008 - 11.2009
International Business Coursework -
Palm Beach State College