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Summary
Results-oriented, strategic professional with 10 years in sales, banking, marketing and education fields with management experience and exceptional people skills.  Desires a challenging role as a Sales Manager/Trainer.
Skills
  • Results-oriented
  • Operations management
  • Client-focused
  • Computer proficient
  • Microsoft Office
  • File/records maintenance
  • Reports generation and analysis
  • Financial records and processing
  • Contract negotiation/review/drafting
  • Contract auditing
  • Domestic and International Experience
  • Lead Development
  • Multi-Task Management
  • Product Development
  • Training and development
  • Change Management
  • Quick learner
  • Account Management
  • Business Development
  • Client Relations
  • Cold Calling
  • Creative Problem Solving
  • CRM Systems
  • Customer Needs Assessment
  • Customer Satisfaction
  • Customer Service
  • Project Management
  • Reporting
  • Sales
  • Territory Sales Experience
Experience
02/2017 to Current
Bi-lingual Advertising Account Manager Suburban Parent Magazine － Irving, Texas
Cold-called prospective customers to build relationship. Completed on average 50 daily calls generating additional sales for our Spanish publication. Monitored market conditions, product innovations and competitor activity, and adjusted account sales approach to address latest market developments. Generated high volume of referrals. Updated database with customer and sales information. Established new customer accounts. Achieved 100% monthly sales goals.
09/2011 to 10/2015
Vice Principal/Department Chair/AP Spanish Teacher Irving ISD － Irving, Texas
  • Developed interesting course plans to meet academic, intellectual and social needs of students.
  • Routinely met with students' parents regarding in-class issues and learning interruptions to discuss solutions.
  • Applied progressive teaching principles to a class of 29 students.
  • Performed student background reviews to develop tailored lessons based on student needs. Taught Spanish Literature to grades 09-12. Used variety of teaching techniques to encourage student critical thinking.
  • Established and enforced rules for behavior and procedures for maintaining order among students. 
  • Coordinated after school tutoring hours with other teachers to help students in need of extra attention.
  • Coordinator of the World Languages department and an advocate for the mission of the department to the administration.
  • Served as a mentor and facilitator for the faculty as they carry out their mission to educate students in Irving ISD.
  • Acted as an administrator of the department in accomplishing necessary managerial tasks set for by the Principal and Administrative Team.
  • Spanish instructor with 7 years of experience teaching a communicative approach to Spanish with an integration of grammar and culture, utilizing ACTFL Standards, Texas TEKS standards coupled with a variety of instructional and technological aids in order to help bring students to a high level of proficiency.
08/2009 to 07/2011
AP Spanish Teacher Native Speakers － Ft.Worth Ft. Worth, Texas
  • Developed interesting course plans to meet academic, intellectual and social needs of students.Routinely met with students' parents regarding in-class issues and learning interruptions to discuss solutions.Performed student background reviews to develop tailored lessons based on student needs.Used variety of teaching techniques to encourage student critical thinking and discussion.Established and enforced rules for behavior and procedures for maintaining order among a class of 30Developed, administered and corrected tests and quizzes in a timely manner.Coordinated after school tutoring hours with other teachers to help students in need of extra attention.
  • Received high remarks for the creativity of classroom lesson plans and instructional techniques from students, parents and faculty.
09/2008 to 07/2009
Teacher of ELAR and Social Studies M.S. Diocese of Dallas/Our Lady of Perpetual Help － Dallas, Texas
  • Teacher of record for social studies and English grammar 6-8th grade students.
  • Implemented after school tutoring, program for improvement of English grammar skills.
  • Worked with students for whom English was second language, promote the fluency of English in writing and reading as it applies to the established curriculum.
  • Fluent in Spanish.
  • Implemented positive discipline plan which promoted student responsibility, problem solving skills and accountability.
08/2006 to 07/2008
Relationship Manager Citibank － Dallas, NA Texas
  • Effectively mentored and trained a Team of 7 Financial Centers: bankers and tellers in the areas of new client development and product comprehension.
  • Developed client focus sales proposals, which landed 107 new clients to already existing portfolio.
  • Diligent in providing weekly and monthly production report and proactively managed and updated Citibank's interactive sales reporting tool.
  • Consistently reported sales progress to Regional Sales Manager and National.
02/2005 to 07/2006
Small Business Relationship Manager JP Morgan Chase － Irving, Texas
  • Responsible for retaining and deepening banking relationships with existing customers.
  • Acquired new clients through active cold calling and approached existing clients to solicit business referrals and also by calling on targeted prospects.
  • Closed more than 2 million in personal, mortgage and business loans in less than 5 months.
Education and Training
2016
Master of Science: Educational Technology Texas A&M Commerce － Commerce, Texas, USA Educational Technology
2015
Master of Arts: Education Administration Texas A&M Commerce － Commerce, Texas, USA Education Administration
Bachelor of Arts: Political Science/Spanish Literature Virginia Wesleyan College － Virginia, USA Political Science/Spanish Literature
Accomplishments
Exceeded sales objectives in 2008. Achieved top 20 percentile in monthly sales in 2008. 
Certifications
Spanish (6-12), current Bilingual Education Supplemental (6-12), current Probationary Texas Principal Certification (K-12), 2014 - present COMMUNITY INVOLVEMENT PBISM Behavioral Management Team Member - Nimitz HS PTA Administrative Liaison Bowie MS District Member of the AAAC - Advance Academics Advisory Council Legislative Chair - PTA Nimitz HS District President - Irving Association for the Gifted and Talented Curriculum writer - Spanish all Levels Member of National Society of Leadership and Success - Texas Commerce Chapter TAGT - Advocacy Committee, 2015 District Member of the Gifted and Talented Advising Committee to re-develop compliance state requirements. Building Coordinator - Nimitz High School Advance Academics and Gifted classes Building Committee Member for AVID Committee Member of the Viking Read Literacy Initiative Campaign World Languages Chairperson/Principals Leadership Team- Nimitz HS 
 
 

Skills
Account Management, Administrative, AP, approach, AVID, banking, cold calling, Strong interpersonal skills, Excellent communication, Oral Communication, interpersonal skills, CPI, creativity, creative problem solver, critical thinking, client, clients, data collection, decision making, English, Financial, focus, instructor, Instruction, Team Building, Leadership, lesson plan, lesson plans, managerial, management skills, mentor, mentoring, personnel, problem solving skills, progress, promotion, proposals, public relations, reading, Sales, Sales Manager, sales reporting, Fluent in Spanish, Spanish, SSP, supervision, Teacher, teaching, Trainer, tutoring, Written.
This resume is created in 7 minutes.
Summary

Enthusiastic individual with superior skills in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin a new challenge with a successful team.

Skill Highlights
  • Dedicated team player
  • Professional and tactful
  • Strong interpersonal skills
  • Uncompromising work ethic
  • Customer service-oriented
  • Persuasive communication style
Professional Experience
Investment/Insurance Advisor 10/2018 to Current Vision Financial Services Inc Fergus, On
  • I communicate with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
  • Attend local gatherings and networking events to establish community relations and generate potential customer leads
  • Research and analyzed beneficial insurance and investment options and made recommendations to clients.
  • I am currently laid off due to COVID-19 with no foreseeable return date
Associate Private Banker 04/2014 to 01/2017 Scotia Wealth Management Waterloo, Ontario
  • As part of the Private Banking team, I was responsible for the day to day needs of an assigned book of high net worth clients
  • The role was largely administrative in nature and required very close attention to detail
  • In addition to the administrative duties, I also handled cash and bank deposits for the clients
  • Worked with potential clients by supporting the Private Banking team to ensure success
Client Relationship Manager 07/2012 to 04/2014 Scotiabank Listowel, Ontario
  • The main point of contact for an assigned group of agricultural clients.  
  •  I brought real life experience to this role as I was raised on a dairy farm in Wellington county. 
  • My role was to assist the farm clients with borrowing and day to day banking matters
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Branch Manager 07/2005 to 07/2012 Scotiabank Mount Forest, Ontario
  • Provided customers with a first-rate experience and developed long-lasting relationships.
  • Guided teams to increase retail portfolio and grow bottom-line profitability.
  • Consulted with small business customers to determine needs and means and propose personalized banking solutions.
  • Proposed and managed successful marketing promotions and business plans.
Financial Advisor 08/2000 to 07/2005 Scotiabank Fergus, Ontario
  • Asked appropriate questions and conducted in-depth research to gain a valuable and thorough understanding of every client's financial situation and future needs.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Oversaw approximately 500 financial portfolios and regularly communicated with clients regarding updates and changes to their investments. 
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Education
Finance Canadian Securities Institute Toronto, ON


LLQP (Life Insurance Licensed)  Canadian Securities Institute  2018

Scotiabank Commercial Banking Sales course 2013

Scotiabank Small Business Banker Certification 2011

Personal Financial Planning Designation 2005

Investment Funds in Canada  1998

Numerous other  Sales and Service training courses  offered by Scotiabank
This resume is created in 7 minutes.
Objective

I am seeking a competitive and challenging environment where I can serve your organization and establish an enjoyable career for myself.

Skills
  • Quick learner
  • Attention to detail
  • Filing and data archiving
  • Service-oriented
  • Inventory control and record keeping
  • Point of Sale (POS) system operation
  • Goal-oriented
  • Passion for customer satisfaction
  • Excellent multi-tasking ability
  • Microsoft Office proficient
  • Friendly nature
  • Organizational skills
  • Bilingual - English & Spanish
  • First Aid, CPR/AED, Adult & Pediatric Certified
Work History
Patient Service Assistant II, 01/2018 to Current
 San Mateo Medical Center Emergency Department – San Mateo, CA
  • Assisting incoming patients with registration and insurance into the ER.
  • Registering new and existing patients into ER.
  • Verifying patient eligibility - Medi-Cal, HPSM, Medicare.
  • Collecting co-payments from patients at discharge.
Medical Assistant, 06/2017 to 12/2017
 William Zigrang, MD – Burlingame, CA
  • Monitored vital signs, such as blood pressure and pulse.
  • Tested and recorded blood glucose levels.
  • Performed clerical duties, such as word processing, data entry, answering phones and filing.
  • Monitored expiration of medical supplies and medications.
  • Maintained a clean, healthy and safe environment.
  • Scheduled patient's medical appointments.
  • Maintained accurate records of patient care, condition, progress and concerns.
  • Responded to patient calls, prescription PA, directed questions & concerns to Doctor/NP.
  • Performed EKG's.
Manager, 03/2009 to 10/2017
 La Santaneca Restaurant – San Francisco, CA
  • Purchased adequate quantities of necessary restaurant items, including food, beverages, equipment and supplies.
  • Met, greeted and encouraged feedback from customers and used feedback to implement positive changes within the restaurant.
  • Displayed enthusiasm and knowledge about the restaurant's menu and products.
  • Consistently provided professional, friendly and engaging service.
  • Followed all safety and sanitation policies when handling food and beverage to uphold proper health standards.
  • Provided friendly and attentive service.
  • Inventoried and restocked items weekly.
  • Led and directed team members on effective methods, operations and procedures.
  • Oversaw front of house personnel to maintain adequate staffing and minimize overtime.
  • Prepared and distributed payroll for staff.
  • Monitored cash drawers in multiple checkout stations to ensure adequate cash supply.
Volunteer, 07/2016 to Current
 Sutter Health Mills-Peninsula – San Mateo
  • Online training
  • Customer Service
  • Greet guests, patients, and employees
  • Answer department telephone calls within 3 rings, using correct salutations and telephone etiquette.
  • ​Provide transportation to patients at discharge or transport them to dialysis
Relationship Manager, 03/2007 to 10/2009
 Guardsmark, LLC – Burlingame, CA
  • Established operational objectives and work plans and delegated assignments.
  • Maintained computer and physical filing systems.
  • Received, screened and routed incoming calls.
  • Completed weekly payroll for 50+ employees.
  • Analyzed and investigated all incidents alongside functional management and security supervisors.
  • Supervised a team of 35+ security personnel during a given shift.
  • Screened applicant resumes and coordinated both phone and in-person interviews.
Education
Certified Clinical Medical Assistant : 05/2017
 College of San Mateo CCCE - San Mateo



Bachelor of Science: Business Administration - Marketing, San Francisco State University - San Francisco
Associate of Arts: Liberal Arts, College of San Mateo - San Mateo
Associate of Science: Business Administration, College of San Mateo - San Mateo, CA
This resume is created in 7 minutes.
Accomplishments
  • Professional MS Word, Access Knowledge Self-confident and ability to transfer optimism.
  • Ability to work as team.
  • Driver :full clean lincence EXTRA CURRICULAR ATTAINMENT.
  • Certificate of appreciation for best performer in increasing customer base at National Bank of Commerce corporate Banking Department.
  • Certificate of recognition of participation in analysis for new Business venture NBC Training centre.
  • Asset Liability Management -Tanzania institute of Bankers Personal details DATE OF BIRTH : 29TH August 1967 SEX : Female MARITAL STATUS: Marriage.
Experience
01/2012 to 05/2015
Relationship manager Institutional Banking Commercial bank of Africa
  • AG Head of Institutional Banking may 2015 to Date.
  • Develop market and monitor Liability and Cash Management products to expand the Bank's deposit customer base, targeting mainly Corporate and Institutional customers and focusing on funding cost reducing liability products.
  • Ensure effective day-to-day contact and management of existing Liability and Cash Management customers (Embassies, International Organizations, NGOs, Professional practices, Insurance Companies and Senior Management employees connected to such organizations) in the Bank with a view to increasing the Bank's share of business and reducing the funding cost base.
  • Develop and undertake marketing for new Liability and Cash Management products, to the target customer groups/markets to enable the Bank expand its business base.
  • Organize, manage and motivate the available human capital within Institutional Banking Division through establishment of suitable organization structure and implementing development programmes to optimize competence and productivity.
  • To manage the development of prudently priced assets, cost effective long term liability with reputable companies and organizations in order to ensure Bank's maximum profitability.
  • Maintain a high standard of operational control including adherence to Risk Management and Compliance.
  • Report to Management the status of Business leads, customer complaints, pending issues in respect of the clients.ce guidelines.
  • Looking for new sales opportunities focus Liabilities institutional client government project and agency.
  • Maintain and improving the overall customer relationship by , delivering reliable administrative support and customer service.
  • Finding out what information, products or services the customer requires to meet his/her needs, provide clear ,accurate and relevant information.
  • Sales activity planning, including reviewing existing customer files to identify sales opportunities.
  • Producing file notes after any client meetings, summarising any additional actions required, including follow up calls.
  • Contributing to the development of new products and services, based on customer feedback.
  • sales activity planning, including reviewing existing customer files to identify sales opportunities.
  • compliance with legal requirements, industry regulations, organisational policies and professional code.
  • Cultivate good rapport with corporate clients and ensure, the bank becomes the choice for their Investment and banking.
  • To identify and develop a target pipeline and aggressively market for new profitable status customers from the identified target sectors.
  • Implement and maintain complete control aspects i.e.
  • financial analysis of statements of accounts, documentation, and periodical client visits call reports.
01/2008 to 01/2012
Institutional Banker NBC Corporate Banking
  • Establish, build and manage business relationships with the target segment.
  • Target to increase the Corporate Banking proposition market share and Solicit funded corporate accounts to enhance the liability book and to cross sell FX and Trade for revenue generation.
  • Manage existing relationships to deepen the relationship for Corporate Banking solutions through customer requirements and continuous contact.
  • Monitor and evaluate current events related to the client, its industry or the transaction.
  • Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, Transactions banking, Investment, Treasury markets activity and general corporate for strategic client.
  • Build and maintain customer relationship for Institutional clients, perform analyses under different operating scenarios using input from management and public sources.
  • Ensure compliance to Know Your Customer (KYC) and Anti Money laundering (AML) requirements in all dealings with existing and potential customers.
01/2005 to 01/2008
NBC Corporate Branch
  • keeping accurate records of discussions or correspondence with customers;.
  • improving customer service procedures, policies and standards for department;.
  • investigating and solving customers' problems, which may be complex or long-standing problems that have been passed on by customer service assistants;.
  • helping to develop and implement a customer service policy for an entire organization;.
  • finding ways to measure customer satisfaction and improve services;.
  • Managing or supervising a team of customer service staff managing a team of customer services staff;.
  • Handling face-to-face enquiries from customers.
  • meeting with other managers to discuss possible improvements to customer service;.
  • being involved in staff recruitment and appraisals.
  • Producing written information for customers ,often involving use of computer packages/software.
  • Training staff to deliver a high standard of customer service.
  • Keeping ahead of developments in customer service by reading relevant journals, attending courses learning about or organization's products or services and keeping up to date with changes.
01/2003 to 01/2005
Sales Consultant Corporate Clients -NBC Corporate Branch
  • Identify customer needs and refer customers to appropriate banking services and specialists.
  • accept money or cheques deposited by customers, verify records and receipts, and credit customers' accounts.
  • Receive and respond to customer service account inquiries on account balances, transaction details, statements and fees and charges.
  • Promote bank products and services.
  • Open new savings and cheek accounts.
  • update personal details for personal and business customers such as address and name details.
01/1988 to 01/2005
Banking operation clerk
  • Works with different department from customer service clerk, telling duties clearing officer, head Cashier branch, sales officer supervisor customer services.
  • being involved in staff recruitment and appraisals.
  • Producing written information for customers ,often involving use of computer packages/software.
  • Training staff to deliver a high standard of customer service.
  • Keeping ahead of developments in customer service by reading relevant journals, attending courses learning about or organization's products or services and keeping up to date with changes.
Education
2008
Institute of finance Management, Dar es Salaam /Tanzania Advance
2005 1986
diploma: Banking Banking College of Business Education, Dar es salaam,/Tanzania
Diploma: Accountancy Ordinary secondary education Accountancy Zanaki secondary school
Professional Affiliations
I successfully combined my studies with work and other commitments showing myself to be self-motivated, organized and capable of working under pressure. I have a clear, logical mind with a practical approach to problem solving and a drive to see things through to completion. I enjoy working on my own initiative or in a team. In short, I am reliable, trustworthy, hardworking and eager to learn and have a genuine interest in Sales. Objective Aim looking to secure a challenging new role within corporate management, where skills, knowledge and expertise gained throughout experience to date can be applied and further professional development achieved." Career summary
Skills
administrative support, agency, banking, book, Cash Management, Cashier, credit, client, clients, customer satisfaction, customer services, customer service, documentation, Senior Management, finance, financial analysis, focus, government, Insurance, legal, listening, notes, Managing, marketing, market, materials, meetings, Money, Works, organization skills, policies, Producing, rapport, reading, recruitment, Risk Management, Sales, strategic, supervisor, supervising, Treasury, view, written, Written communication skills

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