Monica Luna

Houston,TX

Summary

Bilingual (Spanish/English) professional with strong client support and administrative experience, eager to grow in the finance industry. Skilled in building relationships, preparing materials, and collaborating with teams to deliver tailored solutions. Highly self-motivated and enthusiastic about learning from leaders and experienced professionals, developing new skills, and contributing to team and company success.

Overview

years of professional experience

Work History

Branch Coordinator Assistant /Bank Teller

Wells Fargo

06.2024 - Current

Handle confidential client financial information with accuracy and discretion, supporting informed decision-making and strengthening client trust.
Built strong client relationships to understand financial needs and goals, recommended tailored products, and facilitated introductions to bankers for comprehensive solutions.
Verify large daily transactions to ensure accuracy and compliance with company policies, minimizing risk and preventing fraud.
Identify opportunities to recommend products that benefit clients while achieving sales goals and supporting company growth.

Telephone Research Interviewer

Dynata

01.2024 - 12.2024

Conducted telephone interviews to gather market research data, ensuring high-quality responses.
Utilized survey software to record and analyze participant feedback efficiently.
Collaborated with team members to refine interview techniques and improve response rates.
Consistently achieved daily PR goals set by the company, ensuring targets were met or exceeded.

Education

Bachelor of Science - Business

University of Houston Clear Lake

Houston, TX

05-2024

Skills

Sales Support & Goal Achievement
Time Management & Organizational Skills

Microsoft Office Suite (Word, Excel, PowerPoint) & Google Tools
Self-Motivated & Proactive Learner

Languages

English

Native or Bilingual

Spanish