JULIETTE PEÑA
Miami,FL
Summary
Client service and relationship management professional with experience in banking, commercial insurance, and healthcare administration. Skilled in account management, customer service, compliance, onboarding, and training new team members. Recognized for maintaining accuracy in fast-paced environments while building strong relationships with clients, colleagues, and leadership. Bilingual in English and Spanish.
Overview
4
4
years of professional experience
Work History
Sales & Service Banker
City National Bank of Florida
10.2024 - Current
- Open and maintain 20-25 new consumer and business accounts monthly, ensuring compliance with banking regulations.
- Assist over 30 clients daily with account servicing transactions and digital banking support.
- Maintain accuracy in account documentation, KYC verification, and onboarding processes.
- Identify client needs, connecting customers with suitable banking products and services.
- Train and onboard new employees on branch procedures, systems, and customer service standards.
- Provide guidance and support to new team members throughout onboarding and training.
- Support branch managers with daily operations and team initiatives to improve efficiency.
Account Manager
The Risk Management Group
02.2024 - 10.2024
- Managed commercial insurance accounts, including renewals, endorsements, and service requests.
- Served as primary contact for clients and carrier partners, ensuring responsive communication.
- Coordinated with internal teams and insurance carriers to enhance account retention.
- Trained new employees on internal processes and client service expectations.
- Assisted managers with operational projects, coordinating team meetings and office events.
Enrollment Specialist
FD National
10.2022 - 02.2024
- Facilitated health insurance enrollment and benefits administration for clients.
- Reviewed applications and supporting documentation for accuracy and completeness.
- Maintained confidential client records in compliance with HIPAA guidelines.
- Trained new team members, enhancing onboarding effectiveness.
- Supported managers in daily operations to promote a positive client experience.
Education
Bachelor of Arts - Economics
Florida International University
05-2027
Skills
- Account management and client relations
- Customer service and retention
- Onboarding and training
- Problem resolution strategies
- Compliance and documentation
- Banking operations and insurance administration
- Process coordination
- Data management systems
- Team collaboration skills
- Bilingual communication proficiency
- Microsoft Office Suite expertise
- CRM and digital banking platforms
Timeline
Sales & Service Banker
City National Bank of Florida
10.2024 - Current
Account Manager
The Risk Management Group
02.2024 - 10.2024
Enrollment Specialist
FD National
10.2022 - 02.2024
Bachelor of Arts - Economics
Florida International University