I am a versatile operations, administration, sales, and client relations professional with experience across banking, business development, technical support, and field operations.
I currently support banking operations, client service, cash and transaction management, digital banking assistance, and compliance with security and confidentiality requirements. I am familiar with consumer and business financial services, including deposits, payments, loan payments, credit lines, and home equity products.
My sales and business development background includes B2B and B2C prospecting, account development, pipeline management, lead qualification, recruitment events, and community outreach. I have consistently worked toward sales quotas while building strong relationships with clients and local organizations.
I am experienced in administrative coordination, data entry, document management, reporting, and handling confidential information. I use Microsoft Office, Salesforce, CRM platforms, SAP, GIS, SQL, and Excel formulas to maintain accurate records and support operational decisions.
I bring leadership, training, customer service, and problem-solving skills to fast-paced environments. I am committed to helping teams, colleagues, and customers meet their goals through professional communication, reliable execution, and continuous improvement.
I am fluent in Spanish and comfortable working with diverse clients, teams, and community partners. My background includes hybrid, remote, field-based, and office-based roles.
Support branch operations and client service while following banking security, confidentiality, and state and federal regulatory requirements.
Assist customers with digital banking, withdrawals, check cashing, digital payments, deposits, payments, loan payments, credit lines, home equity lines, certificates of deposit, and liquidity investments. Provide teller and customer-support assistance in accordance with branch protocols.
Developed a B2B pipeline of small and medium-sized business prospects for the Hub delivery program. Pitched the program to businesses throughout the assigned region and met weekly sales quotas.
Imported Excel spreadsheets into Salesforce, ran daily reports and KPIs, tracked lead activity, and managed the sales pipeline. Coordinated recruitment events, qualified applicants, and partnered with community organizations, chambers of commerce, and economic development associations.
Provided executive administrative support using Microsoft Office applications, including Word, Excel, and PDF tools, for data management, information extraction, and document preparation.
Supported database queries, information retrieval, open-data research, and AI-related business inquiries. Managed sensitive legal documentation, including affidavits and court-appeal evidence, while performing scanning and data-entry work.
Provide high-end customer service and catering support for exclusive events and university functions.
Maintain professional event etiquette, support setup and cleanup, help deliver polished dining experiences, and transport team members and event materials to various locations.
Managed backend office tasks, sales activities, and administrative responsibilities for field operations.
Trained and recruited sales team members for B2B account setup and management. Led team members in handling multiple accounts and supporting field operations.
Conducted B2C sales and scheduled appointments with homeowners.
Provided customer support, trained and mentored team members, and assisted with recruiting, evaluations, and documentation processes.
Sorted and distributed mail and packages within a corporate environment.
Maintained office inventory, performed data-entry tasks, and handled confidential and time-sensitive materials.
Conducted field inspections and reported project updates for residential, commercial, and industrial lighting projects.
Used Microsoft Excel, GIS, SAP, and CRM software for data management and project-related recordkeeping.
High School Diploma
Vocational Training, Engineering
Intermediate Music Education, Music
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