Martha Velez
Monroe,WA
Summary
Experienced Banker with expertise in establishing new customer accounts, maintaining stringent security protocols, and supporting audit processes. Highly organized with a demonstrated ability in fostering relationships, managing time effectively, and maintaining meticulous documentation. Proficient in strategic planning, operational management, people leadership, and enhancing customer experience. Seeking a challenging role as a Financial Center Manager to apply extensive skills and knowledge for organizational success.
Overview
27
27
years of professional experience
Work History
Relationship Banker, Officer
Bank of America
Factoria, Washington
01.2021 - Current
- Builds relationships with clients to meet financial needs
- Ensure adherence to internal and regulatory policies, procedures, and processes
- Manage financial center traffic, appointments and outbound calls effectible
- Assisting in daily operational management and people management
- Achieve and overpass the five categories
Customer Service Representative
Bank of America
Pine Lake, Washington
01.2020 - 01.2021
- Listen carefully and connect with customers in order to create connection and develop rapport with them and provide outstanding and personalize service
- Assist customers with inquiries or problems in a professional manner and escalate to the manager
- Help and educate customer on how to conduct transactions in their cellphone
- Build and maintain a team work to maximize effectiveness.
Owner Operator
Ec Services
Seattle, Washington
01.2001 - 01.2020
- Operate a local business providing cleaning services in the Greater Seattle Area
- Manage all aspects, including payments, scheduling, issue resolution, and upsell of services
- Always in front of the customer to build rapport and trust in the business, with the mindset that successful customers make successful businesses.
General Manager
Laskin Imbanaco
Cali, Colombia
01.1997 - 01.2001
- Responsible for starting a dermatology medical clinic, including: importing medical equipment, setting up clinic, hiring and managing staff, establishing sales and advertising strategies, creating financial summaries and projections and presenting information to the Board of Directors, and purchasing retail products to be sold in the clinic.
Education
Washington State Notary Public -
01.2021
B.S. in Economics -
San Buenaventura University
01.1984
Skills
- Analytical and problem-solving skills
- Team Leadership
- Staff development and training
- Operations Management
- Process improvement
- Cash Handling
Timeline
Relationship Banker, Officer
Bank of America
01.2021 - Current
Customer Service Representative
Bank of America
01.2020 - 01.2021
Owner Operator
Ec Services
01.2001 - 01.2020
General Manager
Laskin Imbanaco
01.1997 - 01.2001
Washington State Notary Public -
B.S. in Economics -
San Buenaventura University