Summary
Overview
Work History
Education
Skills
Activities
Timeline
Generic

Marta Madrid

Randolph,MA

Summary

Trilingual professional fluent in Spanish, English, and Farsi, with a robust background in banking, client care, and customer service. Experienced Associate Banker with expertise in managing financial transactions, account maintenance, and ensuring regulatory compliance. Demonstrates exceptional skills in providing compassionate support, resolving customer inquiries, and maintaining detailed records. Proficient in Excel, PowerPoint, and Outlook, with a proven ability to quickly learn new systems and adapt to fast-paced environments. Known for being detail-oriented, kind, and effective in team collaboration, with a strong commitment to delivering outstanding service.

Overview

22
22
years of professional experience

Work History

Associate Banker

JPMorgan Chase
West Roxbury, MA
06.2022 - Current
  • Assisted customers with account opening, maintenance, and modifications.
  • Built strong customer relationships to increase loyalty and retention.
  • Collaborated with departments to ensure seamless operations and participated in team meetings to enhance performance.
  • Developed proficiency in deposit accounts, investments, and loans, effectively educating customers on the advantages provided.
  • Ensured compliance with banking regulations and procedures in daily operations.
  • Handled special services with professionalism, such as ordering checks, placing stop payments, and managing escalations.
  • Managed daily cash balancing and operated ATMs.
  • Monitored accounts for suspicious activities, preventing potential fraud.
  • Processed financial transactions, including deposits, withdrawals, transfers, loan payments, and cashier checks.
  • Provided excellent customer service by addressing inquiries, resolving complaints, and offering appropriate financial solutions.
  • Stayed current on banking regulations and industry trends by regularly attending branch seminars.
  • Supported customers in using mobile and online banking tools.

Private Elderly Caregiver

Dr. Fallo-sohi
Westwood, MA
01.2020 - 06.2022
  • Assisted with daily living activities, including bathing, dressing, grooming, toileting, and mobility support for the elderly client.
  • Collaborated with family members and healthcare professionals to develop and update individualized care plans.
  • Maintained detailed care records, documenting services provided and reporting changes in clients’ physical or mental conditions.
  • Managed challenging behaviors with professionalism, fostering a compassionate and supportive environment.
  • Monitored vital signs and administered medications according to prescribed instructions, ensuring adherence to care plans.
  • Organized outings and social events to promote client engagement and well-being.
  • Prepared salads, sandwiches, and desserts, ensuring proper nutrition and dietary needs were met.
  • Provided companionship and emotional support through meaningful conversations, including communicating with clients in Farsi.
  • Responded promptly to emergencies and implemented infection control protocols to ensure client safety.
  • Transported clients safely to medical appointments, errands, and social events.

Personal Care Assistant

Afarin Vafa
Chestnut Hill, MA
08.2011 - 12.2019
  • Engaged in meaningful conversations and provided emotional support, using both English and Farsi to ensure clear communication.
  • Handled challenging behaviors with compassion and professionalism, maintaining a calm and supportive environment.
  • Maintained comprehensive care logs, recording daily activities, and promptly communicating any health concerns to supervisors.
  • Monitored clients' health, checking vital signs regularly and administering medications according to their care plans.
  • Organized recreational activities and outings to promote social interaction and enhance clients' quality of life.
  • Prepared and served meals that met clients' dietary requirements, including salads, sandwiches, and desserts.
  • Provided safe transportation for clients to medical appointments, social events, and errands.
  • Responded to emergencies swiftly, adhering to safety protocols and infection control measures.
  • Supported elderly clients with daily activities such as bathing, dressing, grooming, toileting, and mobility assistance.
  • Worked closely with family members and healthcare providers to create and update individualized care plans.

Accounts Reconciliation

UNICCO Service Company
Boston, MA
04.2002 - 12.2002
  • Assisted in preparing monthly journal entries and account reconciliations to ensure accurate financial reporting.
  • Oversaw daily operational tasks, including account reconciliations and bookkeeping, ensuring accuracy and compliance with company standards.
  • Performed month-end closing tasks, including reconciling sub-ledger accounts to general ledger control accounts, to support timely and accurate financial close processes.

Education

ASSOCIATE OF SCIENCE - FINANCE

NATIONAL UNIVERSITY OF HONDURAS
11.1998

ACCOUNT PAYABLE, ACCOUNT RECEIVABLE AND PURCHASING CURSE -

DOLE FRESH FRUIT (STANDARD FRUIT CO.)
02.1996

BILINGUAL SECRETARY -

INSTITUTO SAGRADO CORAZON DE JESUS
11.1985

Skills

  • Account Management
  • Client Care & Support
  • Customer Service
  • Detail-Oriented
  • Fast Learner
  • Financial Transactions
  • ISO 9000
  • Kind and Compassionate
  • Organizational Skills
  • Proficient in Excel, PowerPoint, and Outlook
  • Record Keeping
  • Safety & Compliance
  • Self Motivated
  • Team Collaboration
  • Trilingual Communication English, Farsi, Spanish)

Activities

  • Adelante
  • BRG Movements
  • PAWS
  • Woman's On the Move

Timeline

Associate Banker

JPMorgan Chase
06.2022 - Current

Private Elderly Caregiver

Dr. Fallo-sohi
01.2020 - 06.2022

Personal Care Assistant

Afarin Vafa
08.2011 - 12.2019

Accounts Reconciliation

UNICCO Service Company
04.2002 - 12.2002

ASSOCIATE OF SCIENCE - FINANCE

NATIONAL UNIVERSITY OF HONDURAS

ACCOUNT PAYABLE, ACCOUNT RECEIVABLE AND PURCHASING CURSE -

DOLE FRESH FRUIT (STANDARD FRUIT CO.)

BILINGUAL SECRETARY -

INSTITUTO SAGRADO CORAZON DE JESUS

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