MARIA (Loles) D PARDO
Angier,North Carolina
Summary
Creative individual with great experience in Costumer success and happiness and great planning and organizing skills looking for a new opportunity to demonstrate my skills and leverage and expand my potential.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Sales Representative
State Employees Credit Union
Fuquay Varina NC
10.2021 - Current
- Handle establishment of new membership. Open all accounts, and process changes in accounts as well as account maintenance. Checking, Savings, Money Market, CD’s, Trust accounts….
- Account Maintenance: account Titling and designations (add/remove Beneficiaries, POA, Deceased Members, Name Change etc).
- Execute teller transactions for costumers including servicing client accounts, check acceptance, Holds, accepting loan payments, cashing checks, redeeming bonds, balancing cash drawers, handling night deposits, correcting discrepancies while paying attention to detail and managing balance accuracy. (Balance and accuracy 100%) See attached document.
- Cultivated rapport with customers through friendly communication.
- Guide clients through mobile application features.
- Delivered strategic guidance on service selection tailored to member needs.
- Resolved account issues for members.
- Executed various clerical tasks to support office operations.
- Comply with policies and regulatory requirements. Ensure all member information remains confidential.
- Execute Notary Public services as requested by management.
- Interact with other departments to facilitate member requests.
- Process foreign and domestic wire transfers, as well as foreign currency transactions and orders.
- Process account disputes as well as troubleshooting on-line access.
- Safe Deposit procedures assistance.
- Contact members and document efforts regarding deposit and/or loan collection reports.
- Vault custodian. Ensure Vault balancing, process buys and sales.
- ATM and TCD responsibilities: ATM and TCD auditing, loading, money processing through both systems with accuracy and efficiency
Costumer Sales Representative
Bank of America
04.2018 - 09.2021
- - Process teller transactions for costumers including servicing client accounts, accepting loan payments, cashing checks, redeeming bonds, balancing cash drawers, handling night deposits, correcting discrepancies while paying attention to detail and managing balance accuracy
- - Respond to costumer account inquiries and build rapport with costumers, displaying friendly ad attentive service in all interactions.
- - Educate customers on online service offerings and mobile apps.
- - Perform as a team member in cross-selling bank products to customers at every opportunity to meet sales goals regarding accounts, credit cards and loans.
- - Manage my personal goals aside from the companies, for example, 100% customer service surveys and achieving referral production.
- - Promote the benefits of our company's products rather than the basic information in order to build a better relationship with customers and match them with a product based on their own individual needs.
- - Assisted in lobby management initiatives; engaged customers in conversation regarding services offered, location of personnel, and other related customer service activities.
Managing Director
L.P. Event Management
06.2007 - 06.2017
- - Manage all advertising and promotions
- - Event Management and execution, booking event locations with its correspondent filing documentation, hotel booking, flight booking and cruise booking to accommodate clients needs.
- - Research venues, service providers and make a selection to suit clients needs.
- - Hire contract workers, manage scheduling and financial data.
- - Legal filing of documentation: Wedding Marriages, Certifies and recording Court data, and permits for venue locations.
- - Freelance photographer (Photography and design editing for all events)
Executive Import Manager
Coisei Group LLC
02.2012 - 11.2015
- - Coordinate international shipping ensuring the process adheres and complies to customs regulations.
- - Managed warehouse inventory and availability.
- - Gathered, logged and monitored all shipping data.
- - Legal filing of data for Government requirements
Education
Notary Public -
State of North Carolina
Master of Media and Communications - undefined
Instituto Tecnológico Juan Comenius
Valencia01.1999
High School Diploma - undefined
Sagrado Corazon de Jesus
Godella01.1994
Skills
- Customer Orientation
- Strategic and Focused
- Balance and accuracy
- Accountability and Responsible
- Communication
- Client/Supplier Relationship Management
- Exceptional Organizational Skills Integrity, Adaptable, Insightful and Articulate
- Leader, Coach and Mentor
Hobbies and Interests
Family and Friends, Swimming, Outdoor activities, Creative writing, Personal improvement
Accomplishments
- - Graduated with Honors GPA 4.22
Certification
Certify North Carolina Notary Public
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Italian
Limited Working
ARTICLE
Highly motivated, accomplished and innovative professional with extensive experience in diverse areas of strategic office management, finance/budget management, business development and client relationship management. Proven success in creating profitable growth through vision, teamwork, best practices, sustainable solutions and bottom line contributions. Well versed at improving performance at all levels through quality initiatives, and communications. Fully bilingual in Spanish (Spain) and English with translation capabilities and an elementary proficiency in Italian.
Timeline
Financial Sales Representative
State Employees Credit Union
10.2021 - Current
Costumer Sales Representative
Bank of America
04.2018 - 09.2021
Executive Import Manager
Coisei Group LLC
02.2012 - 11.2015
Managing Director
L.P. Event Management
06.2007 - 06.2017
Master of Media and Communications - undefined
Instituto Tecnológico Juan Comenius
High School Diploma - undefined
Sagrado Corazon de Jesus
Notary Public -
State of North Carolina