Marily Leon
natt.leon@yahoo.com
Burlington,NC
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services, customer service and branch operations.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
1
1
Language
Work History
Personal Banker
Wells Fargo
Durham, NC
02.2013 - Current
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Expanded client base by promoting new financial products.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Performed vault duties to handle large deposits and distribute currency to coworkers.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Achieved consistent recognition as top sales performer.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Presented new and additional products and services to existing customers.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Trained new bankers on their new roles
- Translated for Spanish speaking customers
Medical Assistant
Piedmont Health Services
Burlington , NC
05.2021 - 01.2022
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Directed patients to exam rooms, fielded questions and prepared for physician examinations.
- Completed clinical procedures and gathered patient data for interpretation by physician.
- Ordered and prepared reagents and supplies.
- Obtained all prescribed laboratory testing.
- Documented vital signs and health history for patients in clinic and hospital environments.
- Prepared initial patient charts for admission.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Promoted office efficiency, coordinating charts, completing insurance forms and helping patients with diverse needs.
- Scheduled appointments, registered patients and distributed sample pharmaceuticals as prescribed.
- Tested and recorded blood glucose levels.
- Performed clerical duties, such as word processing, data entry, answering phones and filing.
- Sanitized, restocked and organized exam rooms and medical equipment.
- Prepared and verified appropriate lab couriers picked up collected lab specimens.
- Monitored patients' response to dialysis therapy and reported any unusual findings to nurse supervisor.
- Ambulated, turned and positioned patients.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
- Obtained client medical history, medication information, symptoms and allergies.
- Prepared patients for X-rays, electrocardiograms, suture removal and dressing changes.
- Obtained pre- and post-treatment vital signs and weight.
- Collected and documented patient medical information such as blood pressure and weight.
- Drew blood from patients when physician ordered labs
- Completes EKGs and ABI's
- Translated for nurses and Physician
Pharmacy Technician
CVS Pharmacy
Glen Raven , NC
01.2010 - 01.2013
- Consulted with insurance company representatives to complete claims processing, resolve concerns and reconcile payments.
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Ordered medicines daily to replenish stock and increase inventory in anticipation of need.
- Translated for the Pharmacist on duty
- Counted and labeled prescriptions with correct item and quantity.
- Entered and processed patients' prescriptions into internal system.
- Restocked automated medication dispensing equipment.
- Located and measured medications according to prescription information, making modifications as instructed by pharmacists and providers.
- Verified patient data and billing information to discover and resolve erroneous bills due to system errors.
- Performed various pharmacy operational activities with strong commitment to accuracy, efficiency and service quality.
- Restocked pharmacy shelves with current merchandise to drive consistent peripheral sales.
- Maintained proper drug storage procedures, registries and records for controlled drugs.
- Stocked, labeled and inventoried medication to keep accurate records.
Education
Associate of Arts -
Cape Fera Community College
Wilmington NC 08.2014 - 05.2016
Skills
Portfolio assessment
Loans
Financial advisement
Banking
Loan application expertise
Sales expertise
Relationship building and management
Sales strategy
Business Development
Banking operations knowledge
Sales and marketing
Complaint resolution
Training development aptitude
Timeline
Medical Assistant
Piedmont Health Services
05.2021 - 01.2022
Associate of Arts -
Cape Fera Community College
08.2014 - 05.2016
Personal Banker
Wells Fargo
02.2013 - Current
Pharmacy Technician
CVS Pharmacy
01.2010 - 01.2013