Open To Work
VANESSA SANCHEZ
Work Preference
Summary
Dedicated financial services representative with a strong background in client engagement and financial planning. Expertise in delivering impactful financial education and managing client relationships, resulting in a growing book of business. Committed to furthering professional development through Series 7 and 66 license acquisition.
Overview
12
12
years of professional experience
Work History
Insurance Agent / Financial Services Representative
New York Life Insurance Company
El Paso
11.2025 - Current
- Provide personalized guidance to families on insurance, savings strategies, and long-term financial planning.
- Delivered financial education presentations, including 'Protecting Your Children's Financial Future' and 'How to Save for College,' impacting parents and staff at Polk Elementary and Tippin Elementary.
- Networked with educators, families, and local organizations to enhance financial literacy awareness and create new client opportunities.
- Prospected through school partnerships, community events, referrals, and digital outreach, resulting in a growing client base.
- Maintain accurate digital client records, update policy data, and process new enrollments with same-day accuracy.
- Produce Excel-based reports to track performance metrics, outreach results, and business development activity.
Senior Banker
Bank of America
El Paso
11.2018 - 09.2025
- Managed and grew a personal book of business through prospecting, referrals, and proactive financial review appointments.
- Delivered personalized financial planning services, guiding clients in saving strategies, borrowing options, and aligning with long-term financial goals.
- Advised clients during major life events—weddings, graduations, funerals, home purchases, and vehicle financing—by matching them with suitable banking products.
- Facilitated opening and management of checking, savings, CDs, and Traditional IRAs, enhancing client understanding of benefits and long-term financial effects.
- Assisted clients through loan and credit card applications, explaining credit scores and educating them on healthy money habits.
- Collaborated with Business Solutions partners and Mortgage Lending Officers to deliver a holistic financial experience.
- Maintained compliance with banking regulations, documentation standards, and audit requirements.
- Maintained organized client records, processed transactions, and supported daily branch operations.
Assistant Manager
Guess Accessories
El Paso
03.2014 - 10.2017
- Managed daily store operations to ensure compliance with company policies.
- Supervised staff scheduling and assigned duties, ensuring optimal coverage during peak hours to enhance customer service.
- Conducted regular meetings to communicate goals and expectations to team members.
- Resolved customer complaints promptly, contributing to a positive shopping environment and customer satisfaction.
- Collaborated with management to optimize inventory levels, reducing discrepancies and improving stock availability.
- Analyzed sales trends to guide product selection and promotional strategies.
- Recruited and trained new employees to fulfill job requirements effectively.
- Organized training sessions for new hires, familiarizing them with workplace protocols.
Skills
- Financial Planning Support
- Credit and Loan Guidance
- Financial presentations
- Financial Data Analysis
- Compliance Management
- Financial Recordkeeping
- Prospecting and Lead Generation
- Client Engagement Strategies
- Customer Relationship Building
- Data Management
- Microsoft Office (Word, Excel, Outlook)
- Bilingual Communication (English/Spanish)
- Account education
Licensing And Professional Development
- Currently studying SIE exam material through STC in preparation for becoming a registered representative
- Actively pursuing Series 7 and Series 66 licenses to advance into investment advisory roles
- Texas Public Notary Commission - Active
- Texas Life & Health Insurance License - Active
Languages
- English
- Spanish
Timeline
Insurance Agent / Financial Services Representative
New York Life Insurance Company
11.2025 - Current
Senior Banker
Bank of America
11.2018 - 09.2025
Assistant Manager
Guess Accessories
03.2014 - 10.2017