Neibelyn Nava
Wesley Chapel,FL
Summary
Secure a challenging position to expand my learning with a career opportunity to fully utilize my training and skills, while making a significant contribution to the needs and goals of the company.
Skilled Customer Finance Representative with proven knowledge of banking finance products and procedures. Highly successful at meeting revenue targets and sales goals with results-driven strategies. Articulate and persuasive in communicating with customers to professionally handle finance matters.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Management Client Services
Merrill Lynch
Tampa, FL
10.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Relationship Banker
Bank of America
Temple Terrace , FL
05.2022 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
RNB
Restaurant
Wesley Chapel, FL
08.2020 - 01.2021
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Retail Store Supervisor
Papayaclothing
Lutz, FL
08.2018 - 05.2019
- Developed strategies to increase customer satisfaction, loyalty, and sales.
- Delegated work to staff, setting priorities and goals.
- Supervised and trained staff on service techniques, boosting overall customer satisfaction .
- Supervised work of cashiers, training new team members and monitoring performance.
- Managed 6 employees.
Education
Associate of Arts - Business Administration
Pasco-Hernando State College
Wesley Chapel, FL05-2025
Notary Public of State of Florida -
Bank Of America Academy
10-2023
Microsoft Word Specialist -
Wesley Chapel High School
Wesley Chapel, FL05-2019
Skills
- Financial Advising
- Relationship Building and Management
- Customer Service-Oriented
- Persuasive Communication Style
- Money Handling
- Brokerage Account management
- Financial Processes Understanding
- Creative Thinking
- Sales Expertise
- Business Development
- Banking
Certification
Brokerage and Banking Services
Timeline
Wealth Management Client Services
Merrill Lynch
10.2024 - Current
Relationship Banker
Bank of America
05.2022 - Current
RNB
Restaurant
08.2020 - 01.2021
Retail Store Supervisor
Papayaclothing
08.2018 - 05.2019
Associate of Arts - Business Administration
Pasco-Hernando State College
Notary Public of State of Florida -
Bank Of America Academy
Microsoft Word Specialist -
Wesley Chapel High School