Nancy Ruelas DeLima
Banning,CA
Summary
Dedicated employee with an outgoing personality with over 25 years of experience. Hardworking Self-motivated employee. Results-oriented Insurance Broker with persuasive communication style and strong closing abilities. Adept at capitalizing on sales opportunities and driving office growth. Eager to apply skills and experience to exciting new role.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Accident & Health or Sickness Insurance Broker/Agent
Bernardini & Donovan Insurance Services
05.2015 - Current
- Specializing in Medicare Health Insurance
Branch Manager
Arrowhead Credit Union
05.2013 - 11.2014
- Oversaw all operational functions of the branch
- Actively recruited and overseen training for all new branch employees
- Implemented annual performance appraisals for all branch staff
- Adhered to all federal and state compliance guidelines for retail banking and mortgage lending
- Hired and trained Staff members
Customer Service Supervisor (Assistant Manager)
Provident Bank & Trust
05.2012 - 05.2013
- Oversaw the operational function of the Retail Branch
- New Accounts Achieves and exceeds sales goals
- Coordinates and trains staff members
- Leads branch huddles Superior Customer Service Knowledge in bank regulations.
Assistant Branch Manager
Banco Popular North America
07.2008 - 09.2009
- Assisted in the overall management of the office
- Interviewed, Hired and trained staff
- Responsibilities included the daily operations of the branch, scheduling, payroll and ordering of supplies
- Responsible for all cash functions of the branch
- Ordering, balancing of vault and supervised teller's and cash drawers
- Made sure branch was in compliance with banking and audit procedures
- Responsible for making sure we had excellent customer satisfaction.
Financial Services Officer
PFF Bank & Trust
11.2005 - 12.2007
- New accounts, served as the branch lending officer for retail LOC Provide training for staff in product Knowledge, sales and service programs, ensured referral and sales goals were met, track sales activities of each staff member
- Hired, trained and supervised
- Prepared and presented written performance evaluations of subordinates
- Performed duties as Notary public, business development and banking operations Served as back up Branch Manager, Customer Service Manager and teller.
Financial Service Consultant
SCE Federal Credit Union
08.2004 - 05.2005
- New accounts, Consumer loans, Real-Estate loans consistently recognized by management for providing Superior customer service
- Participated in various incentive programs and contests designed to support achievement of sales goals
- Business Development Notary Public.
Assistant Branch Manager
First Financial Credit Union
07.1998 - 04.2003
- Branch operations, budget control Developed and maintained long-term relationships with members Participated in various incentive programs and contests designed to support achievement of production goals
- Consistently hit and exceeded sales goals
- Attended 2nd and 4th quarter winner circle 1999 won the President Club Award in 1999.
Education
Skills
- Excellent Customer Service Skills
- Excellent Written & Communication skills
- Excellent Telephone Skills
- Excellent Time Management
- Microsoft Outlook/Word/Excel, Power Point, Windows
- Strong knowledge office skills and typing skills 45
- Strong organizational skills
Certification
License Accident & Health or Sickness
Timeline
Accident & Health or Sickness Insurance Broker/Agent
Bernardini & Donovan Insurance Services
05.2015 - Current
Branch Manager
Arrowhead Credit Union
05.2013 - 11.2014
Customer Service Supervisor (Assistant Manager)
Provident Bank & Trust
05.2012 - 05.2013
Assistant Branch Manager
Banco Popular North America
07.2008 - 09.2009
Financial Services Officer
PFF Bank & Trust
11.2005 - 12.2007
Financial Service Consultant
SCE Federal Credit Union
08.2004 - 05.2005
Assistant Branch Manager
First Financial Credit Union
07.1998 - 04.2003
Similar Profiles
Andrei DA SILVAAndrei DA SILVA
Assistant Manager at Donovan Services INCAssistant Manager at Donovan Services INC
Handria PratesHandria Prates
MANAGER at DONOVAN SERVICESMANAGER at DONOVAN SERVICES
Winny Akemi Yogi LeonWinny Akemi Yogi Leon
Advogada Pleno I I at Simões, Ribeiro, Bernardini & Furiati Advogados.Advogada Pleno I I at Simões, Ribeiro, Bernardini & Furiati Advogados.
Ebony RomarEbony Romar
Eligibility Worker II at San Bernardino CountyEligibility Worker II at San Bernardino County
Robert HillRobert Hill
Accounting Controller at Nickel Technologies, Inc.Accounting Controller at Nickel Technologies, Inc.