Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marisela Molina

San Diego,CA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to help team achieve company goals.

Overview

6
6
years of professional experience

Work History

Advisor Services Associate

Charles Schwab
02.2023 - Current
  • Support clients with new client onboarding, paperwork processing, client login, and maintenance requests.
  • Provide ongoing client account maintenance (e.g., money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts).
  • Collaborate with Investment Advisors for proper client onboarding, with duties including client education (e.g., online account access) and proper account set up.
  • Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
  • Conducted workplace compliance training to reduce liability risks and operate effectively.
  • Maintain accurate notes and records in Salesforce.
  • Worked well in a team setting, providing support and guidance.
  • Gained knowledge in data entry, analysis and reporting.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Resolved problems, improved operations and provided exceptional service.

Financial Services Processor

CUSO Financial Services
10.2022 - 02.2023
  • Timely and accurately move funds into and out of customer accounts while maintaining regulatory compliance.
  • Reviewing and transmitting various forms, including data entry.
  • Processing wire requests while reviewing completeness and following up if additional information is required.
  • Demonstrated flexibility when adapting to new processes or guidelines while maintaining consistently high levels of productivity.
  • Developed expertise in various processing systems for increased efficiency and accuracy.
  • Enhanced team collaboration, sharing best practices for efficient processing techniques.
  • Exceeded productivity goals through consistent attention to detail and organization during busier times of year.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.

Teller

Wells Fargo
01.2018 - 10.2022
  • Provides account services to customers by receiving deposits and loan payments; cashing checks; withdrawals; selling cashier's checks, and series e bonds; answering questions in person or on telephone.
  • Records transactions, preparing currency transaction reports
  • Informing customers of new services and product promotions; directing customers to the appropriate representative.
  • Complies with bank operations and security procedures by following procedures in all dual control functions.
  • Maintains customer confidentiality and protects bank operations by keeping information confidential.
  • Contributes to team effort by accomplishing more than expected and working together as a team.
  • Coordinated and scheduled meetings and appointments for current and prospective clients.
  • Assisted branch manager with maintaining office supplies, ensuring efficient day-to-day operations.
  • Prepared and edited correspondence, reports, and presentations using MS Office Suite.
  • Handled phone calls and emails, providing effective communication with clients and vendors.
  • Assisted in organizing company events and ensured smooth execution.

Education

Bachelor of Science in Business Administration Finance -

San Diego State University
05.2022

Associate Degree in Business Administration -

Southwestern College
05.2019

Skills

  • Critical thinker and problem-solver through teamwork and collaboration
  • Takes leadership when needed and pays extreme attention to detail to assess possible risks
  • Strong communication and interpersonal skills
  • Bilingual: Proficient on English and Spanish
  • Operational risk management
  • Excellent Written and Verbal Communication

Timeline

Advisor Services Associate

Charles Schwab
02.2023 - Current

Financial Services Processor

CUSO Financial Services
10.2022 - 02.2023

Teller

Wells Fargo
01.2018 - 10.2022

Bachelor of Science in Business Administration Finance -

San Diego State University

Associate Degree in Business Administration -

Southwestern College

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Marisela Molina