Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Retail Operations Specialist
Popular Bank
03.2023 - Current
Manage purchasing, sales, marketing and customer account operations efficiently
Analyze quality and performance data to support operational decision-making
Fix identified issues to improve workflows
Reduce financial inconsistencies while assessing and verifying billing invoices and expense reports
Personal Relationship Banker
Citizens Bank
02.2022 - 03.2023
Resolved customer complaints and disputes to maintain satisfaction and loyalty
Developed internal and external client development, relationship building, and effective selling of personal investment products including equities, mutual funds, annuities, and retirement products to retail customers
Analyzed customers' financial information to deliver personalized account guidance
Consistently achieved monthly sales goals and quarterly Balance Performance Measurements