Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

NOEL OCASIO PEREZ

Hollywood,FL

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

9
9
years of professional experience

Work History

Associate Financial Service Professional

Amscot Financial
Miami, FL
10.2024 - Current
  • Provided financial advice and guidance to customers regarding their investments and portfolios.
  • Analyzed customer financial data, such as income and expenditure levels, to identify suitable investment opportunities.
  • Documented client conversations, actions taken, and changes made in order to maintain accurate records.
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Educated customers about different types of banking services available at the branch.
  • Followed strict compliance guidelines when completing financial transactions for customers.

Home Health Aide

Self-employeed
Pembroke Pines, FL
08.2021 - 01.2024
  • Assisted with personal care activities, such as bathing, dressing and grooming.
  • Provided companionship and monitored health condition of clients.
  • Transported clients to doctor appointments and social events.
  • Changed bed linens and maintained a clean-living environment for the client's safety.
  • Administered medications as instructed by physician or nurse practitioner.

Accounting Assistant

National Brands Inc.
Miami, FL
04.2020 - 07.2021
  • Assisted in the preparation of monthly financial statements and reports.
  • Maintained the general ledger system to ensure accurate recording of all transactions.
  • Reconciled bank accounts on a regular basis.
  • Assisted with accounts receivable activities such as invoicing, collections, and deposits.
  • Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.
  • Processed journal entries for accruals, amortization and other adjustments.
  • Reviewed customer accounts to ensure accuracy of billing information and payment terms.

Customer Service Staff Member

Publix Supermarkets Store
Hollywood, FL
12.2017 - 04.2020
  • Greeted customers, answered inquiries and resolved customer complaints in a timely manner.
  • Provided product information to customers and addressed all questions promptly and knowledgeably.
  • Handled cash transactions accurately by following established procedures.

Brand Ambassador

Polo Ralph Lauren Factory Store
Sunrise, FL
09.2015 - 12.2019
  • Greeted customers and provided exceptional customer service.
  • Assisted customers with product selection, sizing and styling.
  • Provided accurate information about products, prices and services.
  • Processed transactions using a point-of-sale system.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Built relationships with customers to encourage repeat business.
  • Organized stockroom shelves according to size, color or style.

Education

High School Diploma -

ACADEMIA DISCIPULOS DE CRISTO
Bayamon, PR
05-2013

BBA - Accounting And Finance

Florida International University
Miami, FL

Skills

  • Retail loss prevention
  • Product Sales
  • Upselling
  • Customer Needs Assessment
  • Cash Register Operation
  • Deposit and withdrawal management
  • Cash counting
  • Money Handling
  • Account updating
  • Money orders
  • Money Transfer Systems
  • Transaction Processing
  • Regulatory Compliance
  • Customer Relationship Management (CRM)
  • Account Reconciliation
  • Customer Relations
  • Account Monitoring
  • GL Entries
  • Spreadsheets and journal entries
  • Invoice and payment processing
  • Statement Review

Languages

Spanish
Full Professional

Timeline

Associate Financial Service Professional

Amscot Financial
10.2024 - Current

Home Health Aide

Self-employeed
08.2021 - 01.2024

Accounting Assistant

National Brands Inc.
04.2020 - 07.2021

Customer Service Staff Member

Publix Supermarkets Store
12.2017 - 04.2020

Brand Ambassador

Polo Ralph Lauren Factory Store
09.2015 - 12.2019

High School Diploma -

ACADEMIA DISCIPULOS DE CRISTO

BBA - Accounting And Finance

Florida International University

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NOEL OCASIO PEREZ