Maria Perez
Miami,FL
Summary
Bilingual business professional with expertise in financial services, specializing in strategic planning, business execution, client relations, and compliance. Proven record of streamlining operations, driving revenue growth, and supporting cross-functional initiatives in highly regulated environments.
Overview
11
11
years of professional experience
Work History
Business Execution Administrator
Wells Fargo Advisors
Miami, FL
12.2022 - Current
- Managed escalations with professionalism, delivering knowledgeable support to meet client needs while safeguarding bank reputation.
- Completed accurate documentation for money movements, account closures, and related transactions.
- Implemented business processes to streamline daily operations, improving overall efficiency.
- Addressed client inquiries and educated clients and employees on business policies and procedures to resolve account issues.
- Operated multi-line phone system and online messaging platforms to effectively communicate with clients and employees, ensuring timely responses to requests.
- Assessed and prioritized departmental reporting needs, analyzed functions and strategies, and presented findings to management.
- Assisted with onboarding new team members by coordinating access, equipment, and process training.
Relationship Banker
Bank of America
Miami, FL
12.2021 - 12.2022
- Guided clients in optimizing accounts and financial products.
- Expanded services through lead generation and advisory support.
- Referred clients to specialists and resolved account issues.
Financial Relationship Specialist
Regions Bank
Miami, FL
01.2021 - 12.2021
- Opened and managed accounts, processed loans and credit applications.
- Resolved client issues and managed daily cash transactions.
Teller Associate
Wells Fargo
Miami, FL
01.2018 - 01.2021
- Handled deposits, withdrawals, and vault operations.
- Balanced cash drawers and ensured transaction accuracy.
Front Desk Associate
Fair Wind
Miami, FL
03.2015 - 01.2018
- Delivered excellent guest service, creating a welcoming first impression.
- Directed guests, answered inquiries, and supported security operations.
- Maintained telecommunications and front-desk systems.
Education
Bachelor of Arts - Business Administration & Management
Miami Dade College
Miami, FL04.2023
Associate of Arts - Business Administration & Management
Miami Dade College
Miami, FL05.2021
Skills
- Bilingual: English & Spanish
- Business Execution & Strategy Support
- Risk & Compliance Management
- Financial Advising & Client Relations
- Process Improvement & Policy Implementation
- Sales Growth & Revenue Expansion
Timeline
Business Execution Administrator
Wells Fargo Advisors
12.2022 - Current
Relationship Banker
Bank of America
12.2021 - 12.2022
Financial Relationship Specialist
Regions Bank
01.2021 - 12.2021
Teller Associate
Wells Fargo
01.2018 - 01.2021
Front Desk Associate
Fair Wind
03.2015 - 01.2018
Bachelor of Arts - Business Administration & Management
Miami Dade College
Associate of Arts - Business Administration & Management
Miami Dade College