Mayra Marquez
Mishawaka,IN
Summary
Mayra is a proven banking and insurance professional with over 10 years of experience in enhancing customer service satisfaction and deepening client relationships. Skilled in sales growth, financial products advisement, and implementing effective marketing strategies. Recognized for excellent customer service with a "Star Performer" award. Adept at team development and operations management, aiming to leverage skills to contribute to company success.
Overview
14
14
years of professional experience
Work History
Insurance Producer
Danita Fields State Farm
02.2024 - Current
- Cultivated enduring client relationships, ensuring high levels of contentment and loyalty through personalized service.
- Implemented targeted marketing strategies to drive and increase insurance sales.
- Negotiated policy terms and managed end-to-end insurance application processing.
- Actively promoted and sold insurance products, emphasizing their benefits to meet client needs.
- Conduct thorough customer needs analysis to determine appropriate insurance coverage.
- Monitored and oversaw client accounts and insurance policies, ensuring accuracy, compliance, and up-to-date information.
- Efficiently handles and resolves client inquiries and complaints to maintain a high level of customer satisfaction.
Marketing Administrator
Simon Property Group
08.2023 - 02.2024
- Leveraged deep client insights to develop customized solutions, fostering lasting partnerships, ensuring high levels of contentment and loyalty through personalized service.
- Utilized data-driven marketing strategies to evaluate the effectiveness of various marketing methods for different audiences, optimizing strategies to enhance impact and reach.
- Developed targeted marketing materials to enhance customer awareness and engagement.
Assistant Branch Manager
Northwest Bank
07.2022 - 07.2023
- Assisted the Branch Manager with various tasks and also organized sales meetings.
- Coached and scheduled tellers while also reviewing and approving or denying any requested time off.
- Audited, reported, and operated a cash drawer on an as-needed basis.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Recruited new staff members through job postings and conducting interviews.
Personal Banker
AFCU
10.2020 - 06.2022
- Enhanced operational efficiency by supporting managers in crucial dual control tasks and audit processes.
- Cross-sold banking products such as credit cards, loans and investments.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Advised customers on various financial products available from the bank.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Personal Banker
NDFCU
04.2019 - 06.2020
- Supported managers by participating in dual control tasks and assisting with audits.
- Cross-sold banking products such as credit cards, loans and investments.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Advised customers on various financial products available from the bank.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Personal Banker
Wells Fargo Bank
South Bend, IN
07.2013 - 03.2019
- Provided support for customers in managing accounts, applying for loans, and making financial decisions.
- Conducted daily and monthly cash account reconciliations for accuracy.
- Developed tailored solutions for diverse customers, encompassing deposit, lending, and investment services.
- Developed customized financial strategies to meet unique client requirements.
- Developed and managed high-performing teams to enhance branch operations and nurture customer satisfaction.
- Developed and implemented enhanced service methods to increase teller efficiency.
- Used networking skills to expand client base and market products to new and current customers.
- Expanded customer relationships through regular follow-up processes and rapport maintenance.
Teller
Mutual Bank
South Bend, IN
07.2010 - 06.2013
- Maintained confidentiality of bank records and client information.
- Balanced daily cash deposits and bank vault inventory.
- Received branch recognition award for outstanding customer service.
- Managed and executed cash withdrawal and deposit processes efficiently.
- Delivered warm and friendly interactions to customers, ensuring their satisfaction during the entire transaction.
- Reporting daily averages and shortages to the operations department.
- Actively participated in available training classes and workshops offered to employees to enhance knowledge of banking products and services.
- Examined checks for identification and endorsement.
Education
MBA in Business Administration -
Bethel College
Mishawaka, IN05.2025
BBA in Business Administration -
Bethel College
Mishawaka, IN05.2019
Skills
- Excellent communication skills
- Exceptional customer service
- Bilingual
- Client Relationship Management
- Operations Management
- Risk Management
- Team Development
- Financial Services
- Employee Scheduling
- MS Excel
- Accounting and Finance
- Sales Growth
Volunteer Experience
The Salvation Army Kroc Center, South Bend, 2016, 2018
Accomplishments
Wells Fargo - 2017 Awarded Star Performer for Excellent Customer Service.
Timeline
Insurance Producer
Danita Fields State Farm
02.2024 - Current
Marketing Administrator
Simon Property Group
08.2023 - 02.2024
Assistant Branch Manager
Northwest Bank
07.2022 - 07.2023
Personal Banker
AFCU
10.2020 - 06.2022
Personal Banker
NDFCU
04.2019 - 06.2020
Personal Banker
Wells Fargo Bank
07.2013 - 03.2019
Teller
Mutual Bank
07.2010 - 06.2013
MBA in Business Administration -
Bethel College
BBA in Business Administration -
Bethel College
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