Summary
Overview
Work History
Education
Skills
ADDITIONAL
Timeline
Generic

Rachel Martinez

Glendale

Summary

Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.

Overview

11
11
years of professional experience

Work History

Personal Banker

Citibank
09.2021 - Current
  • A personal banker specializing in retail banking, customer service relationship building, and account management. A strong history of interfacing with a diverse customer base to recommend appropriate banking products and drive customer success.

Business Internal Analyst/ Inside-Outside Sales

Wow Payments Merchant Services
10.2018 - 09.2021
  • Researching potential leads from business directories, web searches, or digital resources.
  • Identifying specific business opportunities
  • Leading projects and coordinating with other teams to produce better business outcomes. Generating leads
  • Meeting or exceeding sales goals
  • Performing cost-benefit analyses of existing and potential customers
  • Maintaining positive business relationships to ensure future sales
  • Selling products and services using solid arguments to prospective customers. Cold calling; making multiple outbound calls to potential clients. Understanding client needs and offering solutions and support

Pharmacy Technician

Victory Pharmacy
11.2014 - 10.2018
  • Helping health care providers and patients by greeting them in person and by phone; answering questions and requests; and referring inquiries to the pharmacist
  • Maintaining pharmacy inventory by checking pharmaceutical stock to determine inventory level; anticipating needed medications and supplies; placing and expediting orders; verifying receipt; removing outdated drugs
  • Maintaining a safe and clean pharmacy by complying with rules, and regulations
  • Organizing medications for a pharmacist to dispense by reading medication orders and prescriptions; preparing labels; calculating quantities; and assembling intravenous solutions and other pharmaceutical therapies
  • Managing records by recording and filing physicians' orders and prescription

Education

Associate of Applied Science (AAS) - Hospitality Management

LaGuardia CC of the City University of New York
Queens, NY
06.2018

Associate degree - Administrative Management and Accounting

Universidad Technological de Santiago
Santiago, CL
06.2009

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction

ADDITIONAL

Fluent in English and Spanish

Timeline

Personal Banker

Citibank
09.2021 - Current

Business Internal Analyst/ Inside-Outside Sales

Wow Payments Merchant Services
10.2018 - 09.2021

Pharmacy Technician

Victory Pharmacy
11.2014 - 10.2018

Associate degree - Administrative Management and Accounting

Universidad Technological de Santiago

Associate of Applied Science (AAS) - Hospitality Management

LaGuardia CC of the City University of New York

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