Marc Barocio

Work History

Empower Retirement

12.2020 - 08.2023

Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Performed complex financial and budget analyses to determine requirements and justify requested funding.
Used relevant financial technology to generate reports and recommended courses of action to upper management.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
Achieved consistent 99% accuracy on all quality audits

Aurora Public Schools

08.2018 - 07.2021

Provided language translation and customer service skills to clients in school district business sectors.
Utilized active listening skills and cultural sensitivity to convey accurate interpretations.
Provided cultural input to speakers to help parties who did not speak similar languages communicate with and understand one another.
Interpreted remotely through video conferencing or phone to facilitate communication between parties unable to meet in person.
Used knowledge of accepted ethical guidelines to interpret confidential and sensitive information.
Increased satisfaction scores to 98%

CIGNA

08.2014 - 07.2020

Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Performed complex financial and budget analyses to determine requirements and justify requested funding.
Used relevant financial technology to generate reports and recommended courses of action to upper management.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Reviewed financial reports and streamlined operations to increase productivity and company profits.
Increased sales 8% YOY and Presidents Club for high sales in state 2011

BBVA Compass (PNC Bank)

09.2010 - 08.2014

Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Maintained knowledge on banking products and distribution to provide optimal service support.
Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Met all YOY sales goals to 95%

Chase Bank

02.1999 - 08.2010

Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
Maintained up-to-date knowledge of competitors' products.
Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Met with members to understand goals and recommend solutions to fit specific needs. Met goals at 97%