Summary
Bilingual sales professional with a BBA in Finance from Baruch, specializing in prospecting and closing deals in dynamic environments. Over three years of experience in customer-facing roles, excelling in service delivery, operations coordination, and team mentorship. Proficient in Excel and PowerPoint for effective reporting and KPI tracking. Prepared to enhance customer relationships by deepening relationships, generating referrals, and meeting branch goals with accuracy and integrity.
Overview
5
5
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Brooklyn, NY
11.2025 - Current
- Delivered exceptional customer service by assisting clients with complex banking needs, including account management, fraud resolution, and financial concerns
- Earned customer trust by successfully guiding clients through stressful financial situations, demonstrating reliability, transparency, and strong problem-solving skills
- Developed long-term client relationships through personalized service, attention to detail, and consistent follow-up
Sales Representative
Sunrun
New York, New York
03.2025 - 08.2025
- Cultivated leads and secured sales through direct door-to-door outreach, showcasing solar energy solutions to residential homeowners.
- Educated potential customers on cost savings, environmental benefits, and local solar incentives, tailoring pitches to individual needs.
- Maintained a high close rate by building rapport quickly, handling objections professionally, and following up diligently.
- Developed thick skin and persistence through daily face-to-face interactions in a high-rejection environment.
Team Lead
Ignited Events LLC
Astoria, New York
10.2022 - 12.2024
- Collaborated with clients and event planners to facilitate efficient, enjoyable events.
- Led a team to ensure bar operations met client expectations.
- Developed unique cocktail menus for each event, enhancing guest experience.
- Fostered positive communication with clients and staff to create a welcoming atmosphere.
Bartender
Terrace on the Park
Flushing , NY
08.2021 - 09.2022
- Delivered exceptional guest service through warm greetings and prompt drink orders.
- Responsible alcohol service was practiced by monitoring intake and adherence.
- Organize bar stations before events, restock supplies, and maintain cleanliness during and after events.
Kids Soccer Coach
SoccerGym
Great Neck, New York
12.2021 - 08.2022
- Designed engaging training sessions, promoting skill development and teamwork among youth players.
- Directed team strategies and game plans, enhancing match wins and individual achievements.
- Mentored young athletes in fundamental soccer skills and sportsmanship to foster confidence.
Education
BBA - Finance
Skills
- Certified in Microsoft Word, PowerPoint, and Excel
- Financial modeling and analysis: Build and maintain dynamic financial models, perform DCF valuations, scenario and sensitivity analysis, and automate data pulls using Power Query and VBA
- Data visualization and reporting: Create interactive dashboards with PivotTables, PivotCharts, and advanced conditional formatting to deliver real-time insights on budgets, KPIs, and market trends
- Bilingual in English and Spanish, fluent in spoken and written communication
Education
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Timeline
Associate Banker - JPMorgan Chase
11.2025 - Current
Sales Representative - Sunrun
03.2025 - 08.2025
Team Lead - Ignited Events LLC
10.2022 - 12.2024
Kids Soccer Coach - SoccerGym
12.2021 - 08.2022
Bartender - Terrace on the Park
08.2021 - 09.2022
Baruch College - BBA, Finance