Michelle Mercado
Palmetto,FL
Summary
Resourceful Professional known for productive and efficient task completion. Bring specialized skills in project management, stakeholder communication, and data analysis. Excel in teamwork, adaptability, and problem-solving to achieve project goals and meet deadlines seamlessly.
Overview
2
2
Languages
7
7
years of professional experience
Work History
Relationship Banker II
Regions Bank
Bradenton, Florida
01.2025 - Current
- Acquire and deepen customer relationships by identifying opportunities across deposits, checking and savings products, CDs, lending, merchant services, commercial banking, wealth management, and other financial solutions.
- Partner with Financial Advisors, Wealth Management, Commercial Banking, and Merchant Services to connect customers with specialized financial solutions.
- Schedule and conduct appointments for new relationships, follow-ups, account maintenance, financial reviews, lending needs, and relationship-development opportunities.
- Conduct outbound prospecting and follow-up calls with existing and prospective customers to identify financial needs, strengthen relationships, generate appointments, and uncover additional business opportunities.
- Support consumer and business clients with account opening, account maintenance, servicing, and product guidance while maintaining compliance with banking policies, procedures, and regulatory requirements.
- Support branch operations, including opening responsibilities, operational controls, transaction support, and maintaining a strong focus on accuracy, risk management, compliance, and customer experience.
Associate Personal Banker
Wells Fargo
Bradenton, FL
10.2023 - 01.2025
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Completed operational functions for approving transactions, cash control and branch security.
Administrative Specialist /Water Division
Manatee County Government
Bradenton, FL
05.2023 - 09.2023
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
- Maintained compliance frameworks, policies and documentation to support audits.
- Adhered to deadlines in optimizing regulatory and operational performance.
- Stayed abreast of applicable laws and state or federal regulation to report violations.
- Monitored compliance risk controls to identify deviations and offer recommendations.
- Utilized automation system to process payments and invoices to streamline transactions.
Public Safety HR Administrative Specialist
Manatee County Government
Bradenton, FL
09.2022 - 11.2022
- Provide support to the HR Manager.
- Supported candidates and new employee onboarding; scheduling interviews, training, physicals and assistance with onboarding documents.
- Conducted reference checks for the determination of recruitment.
- Created HR process flowchart for the department for distribution to hiring managers.
- Prepared and sent pay adjustment, job offers, separation of employment among other HR government documents.
REO Admin Specialist
Manatee County Government
Bradenton, FL
07.2021 - 09.2022
- Served as case manager for rental assistance applicants.
- Conducted Income analysis and self-employment reviews.
- Performed technical and administrative work.
- Served as primary staff to review cases to determine eligibility.
- Assisted applicants and landlords in completing and submitting applications as an ambassador.
Neighborhood Services Admin Specialist
Manatee County Government
Bradenton, FL
02.2021 - 06.2021
- Assisted with Community Health and Wellbeing applications.
- Developed contract amendments through use of a template.
- Reviewed and processed agency payment requests.
- Contacted applicants and reviewer staff to gather and evaluate information.
- Created a powerpoint presentation of program achievement.
Executive Assistant
Hilton Union Square
San Francisco, CA
09.2019 - 02.2020
- Provided high level secretarial and administrative support to the Northern California Executive Director of Engineering.
- Prepared bid documents and presentations.
- Conducted research, and analyzed data, to generate labor effectiveness, profit and loss, and expense reports.
- Managed and submitted payroll for 46 engineers.
- Prepared and revised legal service agreements between hotel and vendors.
- Updated and maintained employee files and reimbursement expenses.
- Attended executive-level meetings in absence of executive.
- Responded to critical emails in absence of executive.
- Helped organize and execute hotel employee appreciation events as a member of Blue Energy Committee.
Coordinator
Premier Talent Partner, Stripe Inc
San Francisco, CA
08.2019 - 09.2019
- Provided high-level service to Guest and VIP Guests.
- Managed conference rooms and common areas on three floors.
- Assisted Stripe employees utilizing slack systems.
Education
Notary Public License
State of Florida
06-2021
Project Management Certificate -
Google LLC.
03-2021
GED -
Centro De Servicio Educativos
Skills
- Project management
- Regulatory compliance
- Customer relationship management
- Data reporting
- Time management
- Problem solving
- Scope management
- Project planning
- Attention to detail
- Administrative support
- Auditing processes
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Relationship Banker II
Regions Bank
01.2025 - Current
Associate Personal Banker
Wells Fargo
10.2023 - 01.2025
Administrative Specialist /Water Division
Manatee County Government
05.2023 - 09.2023
Public Safety HR Administrative Specialist
Manatee County Government
09.2022 - 11.2022
REO Admin Specialist
Manatee County Government
07.2021 - 09.2022
Neighborhood Services Admin Specialist
Manatee County Government
02.2021 - 06.2021
Executive Assistant
Hilton Union Square
09.2019 - 02.2020
Coordinator
Premier Talent Partner, Stripe Inc
08.2019 - 09.2019
GED -
Centro De Servicio Educativos
Project Management Certificate -
Google LLC.
Notary Public License
State of Florida