Stephanie Alvarez
Elgin
Summary
Experienced financial professional with a proven track record of delivering exceptional results in management positions. Consistently surpassing branch sales objectives, dedicated to driving success and achieving targets. Known for strong work ethic, excelling in customer service, multitasking, and time management. Committed to providing each customer with a positive and memorable experience, striving to deliver excellence in all aspects of work.
Overview
7
7
years of professional experience
Work History
Life Insurance Agent
PHP Agency Inc.
12.2024 - Current
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Educated clients on insurance policies and procedures.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Assistant Branch Manager
First Convenience Bank
07.2020 - 07.2024
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary
- Developed strategies for increasing customer satisfaction levels and improving service quality
- Resolved customer issues effectively in order to maintain strong customer relationships
- Coordinated marketing activities such as promotional campaigns, advertising
- Monitored daily operations of the branch including sales, customer service, inventory control
- Managed daily cash flow activities including counting cash drawers at opening and closing times
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions
Crew trainer
Mcdonald's
01.2019 - 06.2020
- Instructed new team members on correct procedures for operations
- Assisted management in developing strategies to improve customer service standards
Waitress
Luigi's Italian Restaurant
11.2017 - 02.2018
- Greeted customers, answered questions and recommended specials to increase profits
- Maintained accuracy while handling payments, giving change and printing receipts for customers
- Communicated with kitchen staff to stay updated on item availability and customer wait times
Education
High school diploma -
Elgin High School
Elgin, Tx05.2020
Skills
- Organized
- Multitasker
- Reliable
- Flexible
- Bilingual
- Client service
- Building relationships
- Telephone etiquette
- Appointment scheduling
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Agent
PHP Agency Inc.
12.2024 - Current
Assistant Branch Manager
First Convenience Bank
07.2020 - 07.2024
Crew trainer
Mcdonald's
01.2019 - 06.2020
Waitress
Luigi's Italian Restaurant
11.2017 - 02.2018
High school diploma -
Elgin High School
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