Mireya Martinez
San Antonio
Summary
Expert in bilingual communication and Microsoft Office, adept at enhancing customer satisfaction and confidentiality handling. Demonstrated success in leveraging strong verbal communication and organizational skills to achieve business goals.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, N.A.
03.2016 - 07.2017
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Insurance Sales Agent
Pronto Insurance
10.2012 - 02.2013
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
- Generated quotes and proposals for clients to match individual needs.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Maximized revenue growth with proactive lead generation tactics and efficient time management skills.
- Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
- Followed up promptly with interested clients to close sales.
Data Entry Administrator
Laredo Specialty Hospital
01.2011 - 07.2012
- Maintained high levels of data confidentiality, adhering to strict security protocols and guidelines.
- Improved data accuracy by meticulously verifying and correcting information during entry.
- Reduced errors and increased efficiency through thorough proofreading and editing of entered data.
- Remained adaptable to changing workloads and priorities while maintaining a high level of organization and attention to detail.
- Demonstrated strong multitasking abilities by juggling numerous tasks simultaneously without sacrificing quality or accuracy.
- Provided ongoing support to colleagues by answering questions about specific data entries or offering tips on how to navigate the database system effectively.
- Expedited invoice processing times by accurately entering financial data into accounting systems.
Administrative Assistant
Dr Recto
03.2009 - 01.2011
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Education
Certificate Of Technical Studies - Medical Assistant/ Office Specialist
Texas Careers
Laredo, TX08.2005
Skills
- Bilingual English/Spanish
- Strong Verbal communication
- Microsoft office
- Schedule management
- Document preparation
- Scheduling appointments
- Billing and invoicing
- Scheduling and calendar management
- File organization
- Database entry
- Confidentiality handling
- Telephone reception
- Customer engagement
- Multitasking and organization
- Client relationship management
- Customer service
- Computer skills
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo Bank, N.A.
03.2016 - 07.2017
Insurance Sales Agent
Pronto Insurance
10.2012 - 02.2013
Data Entry Administrator
Laredo Specialty Hospital
01.2011 - 07.2012
Administrative Assistant
Dr Recto
03.2009 - 01.2011
Certificate Of Technical Studies - Medical Assistant/ Office Specialist
Texas Careers
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