Sammia Narvaez
Hahira,GA
Summary
Hardworking executive leader in the banking and investment industry proficient in acquiring customers and increasing revenue. Twenty years of progressive experience. Strategic planner and keen problem solver.
Overview
30
30
years of professional experience
Work History
Paraprofessional
St. John The Evangelist Catholic School
08.2024 - Current
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
- Improved classroom management by assisting teachers with behavioral interventions and monitoring student progress.
- Supervised students during non-instructional periods such as lunch, recess, or field trips, ensuring safety at all times.
- Fostered a positive learning environment by establishing strong rapport with students, parents, and faculty members.
- Engaged with students during extracurricular activities, supporting their interests beyond classroom.
- Prepared instruction materials, constructed bulletin boards, and set up work areas.
- Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
- Enhanced student support by delivering one-on-one and small group assistance in various subjects.
Investment Advisor
Fideval S.A
10.2016 - 02.2022
- Identified potential investments and opportunities for clients according to their individual needs.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Attended conferences, seminars and webinars to stay up-to-date with industry regulations.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Researched potential investments using both internal company data sources as well as external third party providers.
Cash Management Specialist
Banco Promerica
02.2003 - 11.2015
- Monitored customer payments to ensure timely collection of funds due.
- Provided support with external audits by preparing audit schedules as needed.
- Processed wire transfers, ACH payments, check requests, and other payments in accordance with company policies and procedures.
- Created reports summarizing key performance indicators related to cash management activities.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Cash Management Officer
Banco del Pichincha.
01.1998 - 10.2003
- Investigated discrepancies between system records and cash amounts on hand.
- Resolved customer complaints promptly and professionally.
- Cross sold bank products such as credit cards, loans, investments.
- Ensured accurate processing of large volumes of transactions quickly.
- Managed multiple tasks simultaneously while maintaining accuracy levels.
- Provided exceptional customer service by responding to inquiries in a timely manner.
- Educated customers on how to use online banking platforms safely.
Assistant
Banco Del Pichincha.
02.1995 - 01.1998
- Assisted in the preparation of reports, presentations and correspondence.
- Scheduled meetings, appointments and travel arrangements for staff members.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Developed positive relationships with internal customers through effective communication techniques.
- Archived confidential material securely following established procedures.
Education
Bachelor of Business Administration - Business Administration
Universidad Tecnologica Equinoccial Ecuador
Ecuador02-1996
Skills
- Due diligence
- Investor Relations
- Business Development
- Community Relations
- Best Practices
- Investment strategies
- Research and due diligence
- Customer Service-Oriented
- Honest and Dependable
- Behavior management
- Effective communication
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Paraprofessional
St. John The Evangelist Catholic School
08.2024 - Current
Investment Advisor
Fideval S.A
10.2016 - 02.2022
Cash Management Specialist
Banco Promerica
02.2003 - 11.2015
Cash Management Officer
Banco del Pichincha.
01.1998 - 10.2003
Assistant
Banco Del Pichincha.
02.1995 - 01.1998
Bachelor of Business Administration - Business Administration
Universidad Tecnologica Equinoccial Ecuador
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