Summary
Overview
Work History
Skills
Certification
Awards
Timeline
Generic

Martha Barbetty

MIAMI

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Financial Relationship Sr Consultant Team leader

Regions Bank
11.2010 - 10.2024
  • Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions solutions
  • Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
  • Resolves escalated customer and associate issues, primarily in Branch Manager's absence. This may include scheduling, counseling associates, and input into hiring decisions
  • Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations
  • Ensures consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions.
  • Ownership and resolution of customer issues
  • Refers customers to our internal team of experts when additional financial goals and needs are recognized
  • Ensures safe and sound banking practices including adherence to all applicable laws and regulations

Financial Customer Service Representative

Regions Bank
10.2013 - 11.2014
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Promoted available products and services to customers during service, account management, and order calls.
  • Reached out to customers after completed sales to suggest additional service or product purchases.
  • Delivered prompt service to prioritize customer needs.
  • Created and maintained detailed database to develop promotional sales.

Branch Service Leader

REGIONS BANK
11.2010 - 10.2013
  • Processed customers' deposits, transfers and cash withdrawals.
  • Trained staff in bank products, operations procedures and successful sales strategies.
  • Communicated and enforced company policies and objectives pertaining to safety and security measures.
  • Helped customers effectively navigate bank technology such as kiosks and mobile access to reduce common questions and unprofitable interactions.

Head Teller

US Century Bank
08.2007 - 10.2009
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Handled various accounting transactions.
  • Collected member loan payments.
  • Coordinated daily cash reconciliation in high-volume location.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Maintained teller drawer to perform bank transactions.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Processed quarterly vault and ATM audits with zero error rate.

Teller

Regions Bank
04.2006 - 08.2007
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

AYS Agent

Miami Airport Marriott
02.2005 - 06.2006
  • Updated customer accounts with add-on room charges, including minibar use and room service bills.
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Completed late check-ins and directed guests to rooms and facilities.
  • Promoted local entertainment and sporting events and offered details to assist patrons.
  • Planned coverage needs and organized services to support incoming special events.
  • Kept accounts in balance and ran daily reports to verify totals.
  • Protected guest valuables with main safe or in individual boxes to maximize security.
  • Informed guests of hotel security features and offered details regarding fire and emergency procedures.
  • Provided guests with above-and-beyond service, including making outside venue reservations and setting up tours.
  • Used quick response and dynamic service skills to build relationships with patrons, improving customer retention rate.
  • Explained details regarding property, including restaurants, pool area, spa and fitness center to acclimate patrons to resort environment.

Proof Operator

SunTrust Bank Inc
04.2004 - 02.2005
  • Processed financial transactions of deposits, payments, checks, and withdrawals by encoding numerical data.
  • Operated proof machine to list, sort and prove credits, debits, and deposits.
  • Detected out of balance transactions and followed implemented handling procedures.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Eliminated downtime and maximized revenue by providing top project quality control.
  • Provided support for other departments as needed, demonstrating flexibility and adaptability within a fast-paced work setting.
  • Handled various accounting transactions.

Skills

  • Financial planning
  • Training Proficiency
  • Retirement planning
  • Sales expertise
  • Financial Advising
  • Operational Procedures
  • Team management
  • Coaching and mentoring
  • Appointment scheduling
  • Problem-solving

Certification

  • Licensed in Annuities & Variable Contracts .
  • Bachelor degree in System Management Administration
  • Florida Notary


Awards

  • "Top Performer" 5 consecutive years Regions Bank
  • "Annuity Champions of excellent Award 2023" Mutual Of Omaha


Timeline

Financial Customer Service Representative

Regions Bank
10.2013 - 11.2014

Financial Relationship Sr Consultant Team leader

Regions Bank
11.2010 - 10.2024

Branch Service Leader

REGIONS BANK
11.2010 - 10.2013

Head Teller

US Century Bank
08.2007 - 10.2009

Teller

Regions Bank
04.2006 - 08.2007

AYS Agent

Miami Airport Marriott
02.2005 - 06.2006

Proof Operator

SunTrust Bank Inc
04.2004 - 02.2005

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Martha Barbetty