Julian Martinez
Orlando,FL
Summary
Results-driven professional with a strong foundation in data analysis, financial operations, and process optimization. Experienced in leveraging advanced Microsoft Excel skills, process auditing, and data management to drive operational efficiency and improve accuracy. Proven ability to lead teams, solve complex problems, and deliver customized solutions that enhance customer satisfaction and loyalty. Skilled in combining analytical expertise with exceptional communication and service-oriented behaviors to deliver impactful results.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
Intermediate Client Processor
BNY Mellon
06.2019 - Current
- Responded to customer requests for products, services, and company information.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Provided comprehensive training to team members on daily operations across multiple client accounts, ensuring accurate understanding of procedures and consistent workflow execution. Proactively adapted to and communicated new processes while fostering a positive and collaborative team environment to maintain high morale and productivity.
Sales Intern
Northwestern Mutual
04.2017 - 06.2017
- Supported sales team with administrative assistance such as coordinating paperwork and responding to basic inquiries.
- Managed customer expectations and helped navigate sales processes.
- Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue.
- Helped sales professionals maintain customer relationships by making follow up calls to recent buyers.
Accounting Assistant
Stylus Bus Transportation
01.2014 - 03.2016
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Handled day-to-day accounting processes to drive financial accuracy.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
Tennis Coach
Self Employed
04.2012 - 01.2015
- Explained and demonstrated basic tennis techniques to team members.
- Maintained equipment, facilities and inventory to avoid accidents, mishaps, and damage.
- Challenged athletes by consistently using positive reinforcement and gentle criticism.
- Created programs for youth tennis athletes by organizing various levels of challenges.
Education
Bachelor of Arts - Integrated Business
University of Central Florida
Orlando, FL04-2019
Skills
- Advanced Microsoft Excel Proficiency – Skilled in creating spreadsheets, data analysis, pivot tables, VLOOKUP, and automating tasks with macros
- Data File Transfer Management – Experienced in securely transferring and managing large datasets across systems while maintaining data integrity
- Process Auditing Expertise – Proficient in reviewing, analyzing, and optimizing operational workflows to ensure compliance and efficiency
- Accurate Data Entry – Experienced in fast and precise data input with a focus on maintaining data accuracy and quality control
Certification
- Microsoft Office Specialist (MOS) - Microsoft.
Personal Traits
- Avid Reader – Engaged in reading literature that inspires creativity, delivers compelling narratives, or enhances knowledge across diverse topics.
- Excel Enthusiast – Passionate about mastering Microsoft Excel, continuously exploring advanced features to boost productivity and problem-solving.
- Commitment to Health and Wellness – Dedicated to maintaining a healthy lifestyle through consistent fitness routines and balanced living.
Similar Profiles
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
null null
Senior Vice President at BNY Mellon TechnologySenior Vice President at BNY Mellon Technology
PRIYANKA .PRIYANKA .
Associate at BNY MellonAssociate at BNY Mellon