Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Monica Zubia

Humble,TX

Summary

Results-driven manager experienced in leading corporate communication strategies, enhance sales activities and directing branding initiatives. Talented writer, editor and speaker with exceptional interpersonal abilities with both internal and external stakeholders. Determined, tireless and enterprising in stressful, fast-paced settings.

Overview

15
15
years of professional experience
3
3

Certifications

Work History

Financial Advisor

Edward Jones
Atascocita, Texas
02.2018 - 08.2020
    • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
    • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
    • Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
    • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.

Branch Manager III

Community Resource Credit Union
Atascocita, Texas
04.2013 - 06.2017
  • Developed and delivered polished sales presentations in order to highlight product and service quality.
  • Identified and capitalized on community business opportunities with effective networking.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Generated dramatic improvements across entire sales cycle, including prospecting, conversion and contract negotiation.

Branch Manager Vice President

Amegy Bank NA
Kingwood , Texas
09.2004 - 04.2013
    • Supervised branch operations and made continuous improvements in each area.
    • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
    • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
    • Represented bank at community events to establish strong ties and promote business.
    • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Education

High School Diploma -

Eastwood High School
El Paso, TX
05.1990

Skills

  • Critical thinking
  • Conflict resolution
  • Organization and Time management
  • Attention to Detail
  • Information gathering and analysis
  • Budgeting
  • Policies And Procedures
  • Customer Service-Focused
  • Building Operations
  • Product Knowledge
  • Process Applications
  • Audit
  • Building operations

Accomplishments

2013 Woman of Excellence - Federation of Houston Professional Women

Certification

Real Estate License - 2017

Series 7 - 2018

Series 66 - 2018

Timeline

Financial Advisor

Edward Jones
02.2018 - 08.2020

Branch Manager III

Community Resource Credit Union
04.2013 - 06.2017

Branch Manager Vice President

Amegy Bank NA
09.2004 - 04.2013

High School Diploma -

Eastwood High School

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Monica Zubia