Mayra Reyes
Bay Shore,NY
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
10
10
years of professional experience
Work History
Business Solutions Advisor
Bank Of America
09.2022 - Current
- Analyze client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
- Connect with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
- Partnered with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
- Make decisions on client requests and makes referrals to appropriate internal partners based on client needs
Assistant Manager- Licensed Sales Representative
Heather Schaefer's Agency-State Farm
09.2019 - 08.2022
- Exceed target insurance sales quota consistently
- Explained features of policies and both advantages and disadvantages of various policies
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Answered any questions or concerns policy holders have with their insurance.
Team Lead - Licensed Sales Producer
Hielly Martinez's Agency- State Farm
02.2017 - 08.2019
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling
- Provided coverage option information to assist clients in protecting assets
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
- Exceeded corporate quotas for monthly policy sales.
Assistant Manager
Developmental Disabilities Institute
06.2014 - 06.2018
- Responsible for daily supervision of staff activities
- Train and supervise new staff to work with individual(s) served
- Participate in the development and revisions of formal goals, protocols, and behavior plan.
Program Leader/Mentor
Liberty Partnerships Program at Fordham University
- Supervised and provided leadership for youth at risk of failing high-school
- Planned and implemented special athletic events, academic tutoring in Math, and instructed a salsa class
- Ensured a safe and caring environment that promoted positive child development.
Education
Bachelor of Science -
City University of New York, Lehman College
The Bronx, NYSkills
- Proficient in Microsoft Word, Excel, and PowerPoint
- Fluent in English and Spanish
- Property & Casualty License
- Life and Health License
Timeline
Business Solutions Advisor
Bank Of America
09.2022 - Current
Assistant Manager- Licensed Sales Representative
Heather Schaefer's Agency-State Farm
09.2019 - 08.2022
Team Lead - Licensed Sales Producer
Hielly Martinez's Agency- State Farm
02.2017 - 08.2019
Assistant Manager
Developmental Disabilities Institute
06.2014 - 06.2018
Program Leader/Mentor
Liberty Partnerships Program at Fordham University
Bachelor of Science -
City University of New York, Lehman College