NORMA RAMIREZ
Dallas,TX
Summary
Experienced banking and financial professional with 10+ years in operations, sales, and customer service. Skilled in client relationship management, achieving sales goals, and ensuring compliance. Seeking a role to apply previous experience while gaining new skills and contributing to organizational success.
Overview
14
14
years of professional experience
Work History
MARKETING SALES ASSOCIATE
State Farm
11.2023 - 09.2024
- Delivered exceptional customer service by addressing insurance inquiries and processing policy changes, claims, and billing clarifications.
- Generated leads, scheduled appointments, and marketed products to meet customer needs.
- Managed website and social media content to enhance engagement and brand visibility.
- Supported local community events to foster relationships and promote the business.
- Achieved marketing goals through a strong work ethic and customer education on insurance options.
Assistant Manager
Comerica Bank
03.2022 - 09.2022
- Managed new account openings, cross-selling, and referrals, providing financial advice to build high-value customer relationships.
- Strengthened retention and revenue through cross-selling and up-selling while ensuring compliance with regulations.
- Collaborated with partners for business development to drive growth and expand opportunities.
- Maintained accurate cash management and balanced daily transactions for efficient processing.
Financial Advisor
BBVA/PNC BANK
10.2019 - 03.2022
- Contributed to branch success by ensuring banker readiness, driving revenue growth through marketing initiatives, and fostering customer-centric experiences.
- Managed operational risks, maintained compliance standards, and approved transactions within authority.
- Opened new accounts, cross-sold banking products, and provided financial advice to build high-value customer relationships.
- Strengthened retention and income generation through cross-selling initiatives.
- Collaborated with partners for business development and ensured regulatory compliance for account documentation.
Operations Manager
Chase Bank
12.2017 - 10.2019
- Supported branch operations by ensuring accurate and efficient financial transactions in compliance with policies and regulations.
- Assisted the Branch Manager with operations, including loss control, compliance, and audits.
- Processed transactions and introduced customers to specialized financial services.
- Managed cash levels and balanced daily transactions for seamless overnight processing.
Assistant Manager
Woodforest Bank
01.2011 - 12.2017
- Achieved monthly account objectives by planning and executing sales and marketing promotions while ensuring quality assurance to build customer trust.
- Recruited, trained, and evaluated staff while managing compliance with federal and bank requirements.
- Resolved account collection issues and implemented payment plans to maintain strong customer relationships.
- Oversaw cash management, balanced daily transactions, and ensured smooth operational efficiency.
- Provided frontline customer service, marketed banking products, and supported account and loan operations.
Education
High School Diploma -
R.L. Turner
Carrollton03.2010
Skills
- Forecasting and Executing Objectives
- Sales and Marketing Experience
- Bilingual
- Staff Development and Training
- Problem Resolution
- Works well under pressure
- Customer Service Oriented
- Real Estate Licensed
- General Lines- Life and Health Licensed
- P & C Licensed
- Time management
Timeline
MARKETING SALES ASSOCIATE
State Farm
11.2023 - 09.2024
Assistant Manager
Comerica Bank
03.2022 - 09.2022
Financial Advisor
BBVA/PNC BANK
10.2019 - 03.2022
Operations Manager
Chase Bank
12.2017 - 10.2019
Assistant Manager
Woodforest Bank
01.2011 - 12.2017
High School Diploma -
R.L. Turner
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