Marleni Garcia-Contreras
Fort Collins,CO
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
FirstBank
08.2020 - 07.2023
- Promoted financial products by maintaining excellent service offering knowledge.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Insurance Agent
GEICO
01.2020 - 06.2020
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
Administrative Assistant
Hirequest Direct
11.2019 - 01.2020
- Scheduled office meetings and client appointments for staff teams.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
Insurance Agent
Fredloyainsurance
11.2017 - 09.2019
- Responded to customer calls swiftly to resolve issues and answer questions.
- Obtained underwriting approval by completing application for coverage.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Retail Sales Associate
Cricket Wireless
07.2017 - 11.2017
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Answered questions about store policies and addressed customer concerns.
- Greeted customers and helped with product questions, selections, and purchases.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
Janitor
Varsity
05.2017 - 07.2017
- Kept building spaces premises clean inside and outside.
- Responded immediately to calls from personnel to clean up spills and wet floors.
- Maintained clean and comfortable environments in commercial buildings by vacuuming, cleaning windows, and dusting.
- Inspected facility and grounds and picked up trash or other debris impacting appearance or movement flows between spaces.
Team Member
Wendys Fast Food
03.2016 - 09.2016
- Operated register to process payments and collect cash payment for order totals.
- Developed strong cooperative relationships with coworkers and managers.
- Learned all required tasks quickly to maximize performance.
- Contributed to team success by completing jobs quickly and accurately.
Education
High School Diploma -
05.2017
Skills
- Wealth Management
- Cross-Selling and Upselling
- Customer Service
- Opportunity Identification
- Attention to Detail
- Relationship Building and Management
- Problem Solving
- Money Handling Abilities
- Office Management
- Organizational Skills
- Multi-Tasking
- Risk Management
Certification
- Licensed Insurance Agent - 2017-2020
- Notary - 2020-2024
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker - FirstBank
08.2020 - 07.2023
Insurance Agent - GEICO
01.2020 - 06.2020
Administrative Assistant - Hirequest Direct
11.2019 - 01.2020
Insurance Agent - Fredloyainsurance
11.2017 - 09.2019
Retail Sales Associate - Cricket Wireless
07.2017 - 11.2017
Janitor - Varsity
05.2017 - 07.2017
Team Member - Wendys Fast Food
03.2016 - 09.2016
Poudre High School - High School Diploma,
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