Tatiana Uribe
Silver Spring,MD
Summary
A highly motivated professional with a team and a goal-oriented background. Specializing in business productivity and book of business line of work that follows the overall direction and vision model of the company's success. Utilizing sharp interpersonal skills that allow for network expansion, client solution perfection, and overall team-building development to maintain and grow workplace relations. With an obtainable 10+ years of combined retail & financial service experience.
Overview
9
9
years of professional experience
Work History
Front Desk Concierge
AC Hotel by Marriott
10.2024 - Current
- Assisting guests efficiently, courteously and professionally at all times with tailored guest accommodations needed to facilitate an enjoyable stay.
- Maintain a high level of service, hospitality, and attention to detail.
- Promptly and effectively dealing with guest concerns or issues and seeing all are met to satisfaction in timely manner.
- Post guest charges, collect payments and follow all cash handling procedures as required by Concord.
- Handle guest mail and messages with respect to privacy and professionalism.
- Acquiring knowledge of the hotel brand and various programs (travel programs, special offers).
- Actively being a great communicator to various departments and management on guest comments and concerns.
- Respond quickly to incoming calls, lobby visitors and team members needing front desk assistance.
- Having full knowledge of hotel safety and emergency procedures aways..
- Display a consistent drive, commitment, and passion to deliver remarkable guided experiences that exceed to accomplish customers' overall satisfaction.ratings.
Branch Relationship Banker
Wells Fargo
11.2022 - 12.2024
- Assisting guests efficiently, courteously and professionally at all times with tailored guest accommodations needed to facilitate an enjoyable stay.
- Maintain a high level of service, hospitality, and attention to detail.
- Promptly and effectively dealing with guest concerns or issues and seeing all are met to satisfaction in timely manner.
- Post guest charges, collect payments and follow all cash handling procedures as required by Concord.
- Handle guest mail and messages with respect to privacy and professionalism.
- Acquiring knowledge of the hotel brand and various programs (travel programs, special offers).
- Actively being a great communicator to various departments and management on guest comments and concerns.
- Respond quickly to incoming calls, lobby visitors and team members needing front desk assistance.
- Having full knowledge of hotel safety and emergency procedures aways..
- Display a consistent drive, commitment, and passion to deliver remarkable guided experiences that exceed to accomplish customers' overall satisfaction.ratings.
Senior Universal Banker
Sandy Spring Bank
11.2021 - 11.2022
- Assisted in attending client and team meetings about discussions entailing referral pipeline progress, account performance, new products, and market developments to promote growth and acquisition.
- Maintained development and understanding of bank products and services to connect to a wide range of customers' needs, as well as maintaining compliance with all financial laws and regulations to act as an efficient role model to deliver the highest quality standards.
- Displayed a consistent drive, commitment, and passion to deliver remarkable guided experiences that exceeded to accomplish customers' own financial goals.
- Relentlessly worked to improve the financial center relationships with local businesses and customers by keeping and growing a personal book of business and understanding each customer's need to develop a plan accordingly and to handle of any client requests, concerns, or complaints while seeking assistance as needed.
- Maintained book of business along with managing partners through a series of strategic calls, client meetings, and sorting through internal leads and follow-ups.
- Provided ongoing hands-on coaching to all associates to support their growth and development plan while enhancing an efficient and team-motivating work environment.
- Demonstrated a consistent and remarkable client experience, representing the company brand model and remaining courteous and professional with customers and colleagues at all times.
Branch Banker
PNC Bank
01.2020 - 11.2021
- Provided ongoing communications and hands-on coaching for all associates to support their growth and development resulting in a motivating work environment that enhanced overall performance as a whole.
- Coordinated in-depth conversations with clients to gain knowledge of their financial and life priorities, as well as providing any immediate or future financial solutions from start to finish with their consent.
- Followed established policy guidelines in daily activities to do what was right for clients and the bank, together with completing all mandatory training that complied with all applicable laws and regulations.
- Maintained book of business along with managing partners through a series of strategic calls, client meetings, and sorting through internal leads and follow-ups.
- Assist in the maintenance of consumer and business accounts transactions; such as deposits, withdrawals, fee/services requests, wire processing, claims and fraud, loan, document and check origination, account opening and closings, as well as the provision of any necessary documents requested.
- Collaborate effectively to get things done by partnering with colleagues, sending warm hang-offs to the appropriate line of business, and nurturing strong new/existing relationships.
Relationship Manager
Bank of America
03.2018 - 08.2019
- Assisted and attended client and team meetings about in-depth discussions covering investment strategy, account performance, leading products, and market developments to promote growth and acquisition.
- Coordinated in-depth conversations with clients to gain knowledge of their financial and life priorities, as well as providing any immediate or future financial solutions from start to finish with their consent.
- Provided specialized knowledge as a manager in any one of the teams' specialized roles of Business Development, Wealth Planning, Investment Management, or Business and relationship management activities.
- Successfully achieved personal and regional goals by strategically developing weekly, monthly, and quarterly personalized plans in addition to active prospecting, meeting with clients, sourcing internal leads, and making proactive calls with the overall bookkeeping of business.
- Supported and engaged the financial advising team to further develop and enhance existing client relationships by maintaining open rapport on coordination of all sales, service activities, planning, and the team client service model.
- Provided ongoing hands-on coaching to all associates to support their growth and development plan while enhancing an efficient and team-motivating work environment.
- Followed established policy guidelines in daily activities to do what was right for clients and the bank, together with completing all mandatory training that complied with all applicable laws and regulations.
Assistant Manager
Sunglass Hut - Luxottica
03.2016 - 03.2018
- Demonstrated expertise and familiarity in using the latest product knowledge to act as an effective leader who confidently identified solutions for customers, while meeting personal and regional goals.
- Partnered with the Store/Multi-Store Manager to oversee all the daily functions of the store, including selling, coaching, scheduling, merchandising, talent hiring/onboarding, and overall retail excellence.
- Capacity to coach, motivate, and cultivate a healthy working space with all recruits and existing colleagues to support the branch and region's productivity in absence of designated branch management while meeting all regional and personal quotas.
- Provided ongoing communications and hands-on coaching for all associates to support their growth and development resulting in a motivating work environment that enhanced overall performance as a whole.
- Assisted in daily storefront activities and protocols such as money audits/movements and completing of and reviewing daily, weekly, and monthly logs all while partnering with loss prevention to resolve theft-related issues.
- Collaborated with management/team to resolve problems independently or escalate as needed to promote customer satisfaction and overall business integrity.
Education
Associate of Arts - Business Administration And Management
Montgomery College
Rockville, MD05-2020
Associate of Arts - Business Communication
Northeast Leadership Center
Smithfield, RI06-2014
Skills
- Detailed and organized
- Administrative Financial Services & Client Management
- Planning, scheduling, & time efficiency
- Superb verbal, written & interpersonal communication skills
- Fluent in Spanish and English
- Experience with problem-solving, Solutions & Overcoming Objections
- Task, team, clientele and goal-oriented
- Overcoming Objections & Negotiation
- Learning Agility & Critical Thinking
- Experience with various types of retail approach and adaptability to changes
- Ability to coach, hire, motivate and team improve
- Business Acumen & Referral Identification
- Proficient in all Microsoft Office Suites, Skype & Zoom, Webex, SalesForce, and other reporting sales systems/logs
Timeline
Front Desk Concierge
AC Hotel by Marriott
10.2024 - Current
Branch Relationship Banker
Wells Fargo
11.2022 - 12.2024
Senior Universal Banker
Sandy Spring Bank
11.2021 - 11.2022
Branch Banker
PNC Bank
01.2020 - 11.2021
Relationship Manager
Bank of America
03.2018 - 08.2019
Assistant Manager
Sunglass Hut - Luxottica
03.2016 - 03.2018
Associate of Arts - Business Administration And Management
Montgomery College
Associate of Arts - Business Communication
Northeast Leadership Center
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