SARAHI ARCEO
Northwestern Mutual
Waco,Tx
10
years of professional experience
Finance professional demonstrating commitment to high standards and results. Extensive experience in client financial planning and administrative support, ensuring smooth operations and client satisfaction. Known for strong team collaboration and adaptability to changing needs, with skills in financial analysis and client relations.
Work History
Associate Financial Representative
3 Years 4 Months- Developed financial plans that aligned with client goals and risk tolerance.
- Collaborated with cross-functional teams to deliver customized solutions for complex client needs.
- Developed comprehensive financial reports for client review, ensuring transparency and understanding of their investment progress.
- Solved problems and managed funds delivery to and from customers.
- Assisted in the onboarding process of new clients by gathering relevant information about their financial situation and helping them establish appropriate accounts with the firm.
- Placed trades and handled funds transfers.
- Acted as a liaison between clients and various financial institutions, ensuring seamless execution of investment transactions and timely resolution of any issues that arose.
Teller
10 Months- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Executed customer transactions, including deposits, withdrawals, money orders and checks
Patient Service Specialist
6 Months- Demonstrated exceptional customer service to foster welcoming and professional environment for patients
Sales Floor Associate
1 Year 2 Months- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Office Clerk
9 Months- Tracked and recorded store expenses and reconciled accounts to maintain accurate, current and compliant financial records
Education
Bachelor of Arts - Economics
- Minor: Spanish
- Study Abroad: Barcelona, Spain, Spanish
- Gilman Scholarship Recipient
Skills
Adaptable and Flexible
Continuous professional development
Problem-solving
Team collaboration
Analytical thinking
Decision-making
Detail-oriented
Relationship building
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Associate Financial Representative
Northwestern Mutual
02.2023 - CurrentRead More
Teller
Prosperity Bank
09.2020 - 07.2021Read More
Patient Service Specialist
Baylor Scott And White
02.2020 - 08.2020Read More
Sales Floor Associate
Dillard's
12.2018 - 02.2020Read More
Office Clerk
Brookshire Brothers
10.2016 - 07.2017Read More
Texas A&M University
Bachelor of Arts from Economics
Read More