Margie Carrasquillo
Tampa,FL
Summary
Well experienced financial professional looking to take skills to new levels and increase knowledge and experience. Client focused and customer driven. Address all questions and concerns with customer satisfaction in mind. Meticulously organized, proficient in time management, offering professional and courteous customer service. Build customer loyalty by effectively resolving problems and quickly processing transactions.
Overview
22
22
years of professional experience
Work History
Relationship Banker
Bank of America
Tampa
02.2022 - 06.2022
- The ability to learn and adapt to new information and technology platforms in addition to building strong client relations
- Educating client on how to conduct simple banking transaction through self-service technologies (for Ex: ATM, online banking, Mobile banking)
- Efficiently managing your time and capacity focuses on results, while acting in the best interest to the client
- Meeting and exceeding consumer and small business client goals with the utmost of accuracy and highest ethical standards
- Ensuring the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (e.g
- Customers banking, small business, mortgage and investment needs)
- Experience skills such as: Complex problem solving, ability to lead effective communication, ability to lead and manage multiple projects and initiatives.
Bilingual Payroll Specialist
BenefitMall
Saint Petersburg
04.2018 - 02.2020
- Analyze impact to financial statements of changes in tax law and settlements of tax audits
- Review, investigate and correct errors and inconsistencies in financial entries documents and reports
- Manage accounts payable for small, medium and large businesses
- Improve accuracy of payroll journal entries by developing and implementing payroll reconciliation tools
- Monitored financial status
- Enforce established payroll-related policies, procedures and regulations and adherence to company and governmental policies
- Follow all IRS guidelines and state regulations when submitting payroll taxes
- Work quickly and efficiently, with minimal oversight, to accomplish assigned duties
- Stay current on multi-state and local tax laws and make sure any changes were immediately noted
- Prepare and maintain support documentation
- Ensure the proper processing of garnishments, which includes child support and wage assignments
- Educated clients, providers and employers with products and services over the telephone
- Worked collaboratively with other member of the clinical team
- Responded efficiently to alerts and notifications to provide a positive member experience
- Coordinated with other associates and outside vendors involved in the program in handling requests and providing timely follow-up
- Accepted referrals through warm transfers from other departments
Financial Service Associate
Verizon Communications Inc.
Tampa
08.2000 - 02.2017
- Negotiated rates with customers and entered payments into the accounting system
- Negotiated credit extensions to assist customers in paying overdue accounts
- Arranged for debt repayment and established repayment schedule based on customer finances
- Met demands of a busy collections group by performing high volume of daily calls
- Notified customers of delinquent accounts with an attempt to collect outstanding amounts
- Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals
- Managed manual and automatically dialed outbound calls in the call center environment
- Recorded and updated customer personal accounts with accurate contact information.
Education
GED -
Department of Education
Puerto Rico06-1983
Skills
- Time management
- Skilled in software Crystal, Database warehouse/Crystal, IEX, Contact Visualization/Witness, E-Talk, C2C, Verint, Interact, Merlin
- ACSS/Vision, STAR/My Info; Networks: 3G
- Network, 4G Network, PAM, Salesforce, PAM
- Outlook
- Cash handling
- Sales
- Call center Experience
- Communication
- Fluent in English/Spanish: Reading, writing and speaking
Communication Skills
Fluent in Spanish: Reading, writing and speaking
Timeline
Relationship Banker
Bank of America
02.2022 - 06.2022
Bilingual Payroll Specialist
BenefitMall
04.2018 - 02.2020
Financial Service Associate
Verizon Communications Inc.
08.2000 - 02.2017
GED -
Department of Education