Martin Avila Jr.
Lebanon,PA
Summary
Knowledgeable bilingual professional (English/Spanish) with a strong background in insurance sales and customer service. Brings several years of combined experience within the insurance and banking industries. Skilled in Salesforce, financial transactions, relationship building, and improving operational efficiency. Committed to continuous learning and finding effective ways to enhance the customer experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Agent Team Member
State Farm Insurance
Lebanon, PA
08.2024 - 03.2026
- Licensed in Property/Casualty Insurance
- Licensed in Life and Health Insurance
- Friendly Customer Service on Day-to-Day Basis
- Consistent top agent in sales per month quotas for individual office
- Maintenance for customer accounts and their policies
- Bilingual (Spanish/English)
- Building Relationships
Universal Banker
Fulton Bank
Myerstown, PA
09.2022 - 08.2024
- Performs day-to-day operations and deal face-to-face with members, helping them with their financial needs, opening accounts, selling loans, day-to-day transactions, and assisting my branch manager with operational duties such as ordering cash, completing audits, and meeting sales goals.
- Provides tailored banking advice, supporting client financial goals and fostering trust.
- Implements innovative banking practices to improve customer interaction and service quality.
- Manages daily financial transactions with high accuracy, ensuring compliance and customer confidence.
MSR
Hershey Federal Credit Union
Annville, PA
09.2021 - 09.2022
- Banking, day-to-day transactions, ordering money, opening and closing accounts, being an assistant to my branch manager, and overseeing the other tellers. I also often volunteer to do many events for the community within the Credit Union.
- Streamlined branch operations, enhancing efficiency and customer satisfaction.
- Managed daily financial transactions with precision, ensuring accuracy and compliance.
- Supported branch manager, aiding in administrative tasks and decision-making processes.
Bilingual Sales and Service Specialist
Fulton Bank
Myerstown, PA
03.2019 - 09.2021
- Teller transactions for customers on a day to day basis. Which include from consumer to business deposits, withdrawals and basic bank functions.
- Fluent in writing and speaking in Spanish. Also in training for ability to open new consumer and business accounts.
- Aided clients with bilingual support, enhancing communication and service quality.
Wireless Specialist
Verizon Authorized Retailer - Russell Cellular
Lebanon, PA
07.2018 - 01.2019
- Cell phone service, Sales, Customer service /Retail
- Worked with large amounts of money on a day to day basis
- Set up accounts/transfer accounts.
Education
Flood/Hazard Insurance - In-Person Training
PuroClean
Lititz, PA10-2025
Property/Casualty Training - In-Person Training Course
Russ Financial School
Harrisburg, PA11-2024
High School Diploma - undefined
Lebanon High School
Lebanon, PA05-2014
Skills
- Bilingual in both English and Spanish
- Phone etiquette
- Insurance sales
- Data entry
- Salesforce
- Clerical experience
- Customer Service
- Client relationship building
- Microsoft Office
- Communication skills
- Office experience
- Organizational skills
Certification
- Insurance Producer License
- Life & Health Insurance License
- Property & Casualty License
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Agent Team Member
State Farm Insurance
08.2024 - 03.2026
Universal Banker
Fulton Bank
09.2022 - 08.2024
MSR
Hershey Federal Credit Union
09.2021 - 09.2022
Bilingual Sales and Service Specialist
Fulton Bank
03.2019 - 09.2021
Wireless Specialist
Verizon Authorized Retailer - Russell Cellular
07.2018 - 01.2019
Property/Casualty Training - In-Person Training Course
Russ Financial School
High School Diploma - undefined
Lebanon High School
Flood/Hazard Insurance - In-Person Training
PuroClean