Norma Bautista
Banking/Insurance Agent
Moreno Valley,CA
Summary
A leader with excellent verbal and written communications skills; interpersonal skills and capable of working well with others in both supervisory and support staff roles. Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Farmers Insurance Group
04.2021 - 03.2022
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Improved sales performance by staying current on industry trends, product offerings, and competitor strategies.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage for clients'' unique situations.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Built robust professional networks within the community, enhancing visibility in target markets.
- Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
- Consistently updated knowledge on regulatory changes impacting the insurance industry to maintain compliance at all times.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
Office Assistant III
County of Riverside
11.2018 - 01.2020
- Responsible for keeping information on Unions, Law firms, and Arbitrators up to date
- Assisted in the creation of files; both paper & electronic for Grievances and PERB cases filed with Employee Relations
- Collected, stamped, and entered information for monthly invoices as it relates to expenses in Employee Relations
- Collected and entered information from C-25 cases filed with ER into our database.
- Streamlined communication between departments for better collaboration and increased productivity.
- Expedited document processing with accurate data entry and timely filing.
- Increased customer satisfaction by providing professional and courteous front desk support.
- Supported executive staff with well-prepared reports, presentations, and meeting materials.
- Strengthened office organization by implementing new filing systems and digital record-keeping practices.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Supported business growth with efficient onboarding processes for new hires that included orientation, training materials, and equipment setup.
- Managed travel arrangements for executives, resulting in cost savings on flights, accommodations, and transportation services.
- Completed clerical tasks such as filing, copying, and distributing mail.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Prepared and edited documents to produce precise, accurate and professional communication.
Relationship Banker/Small Business Specialist/ Manager on Duty
Chase Bank
06.2008 - 12.2017
- Profiled and discovered High Net Worth clients to refer to JP Morgan Investments
- Assisted in evaluation of the changes, creating a business plan for the customer, setting up accounts as needed and transferring other services such as merchant card services, setting up credit cards, loans and online banking accounts.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Contributed to the successful launch of new products by collaborating closely with marketing teams on promotional campaigns and materials.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Verified customer identity and reviewed documentation for accuracy.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Explained account terms and conditions to customers.
Senior Teller/Personal Banker
Washington Mutual/Chase Bank
09.2005 - 06.2008
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Consistently recognized as top performer in the district.
- Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
- Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the client and the bank.
- Identified fraudulent activities through diligent observation and adherence to established policies, safeguarding both clients'' assets and the bank''s reputation.
Education
Bachelor of Science - Business Administration And Accounting
California State University, Los Angeles
Los Angeles, CA09.2005
Skills
- Analytical Skills
- Customer Needs Assessment
- Contract Review and Analysis
- Asset Protection Expertise
- New Business Development
- Customer Retention
- Account Management
- Customer Service
- Asset Protection
- Product Knowledge
- Knowledge and understanding of Internal Controls
- Organized
- Great self-starter with a sense of urgency
- Bilingual (Fluent in Spanish)
- Office Administration
- Expense Reporting
- Invoice Processing
Certification
- Property Broker-Agent and Casualty Broker-Agent
- Life Insurance
References
Excellent references upon request
Languages
Spanish
Native or Bilingual
Timeline
Insurance Sales Agent
Farmers Insurance Group
04.2021 - 03.2022
Office Assistant III
County of Riverside
11.2018 - 01.2020
Relationship Banker/Small Business Specialist/ Manager on Duty
Chase Bank
06.2008 - 12.2017
Senior Teller/Personal Banker
Washington Mutual/Chase Bank
09.2005 - 06.2008
Bachelor of Science - Business Administration And Accounting
California State University, Los Angeles
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