ADELMARIS M MORENO
Contact
***** ******** ******* ******,
Orlando, FL 32832
ad264j@r.postjobfree.com
Objective
Obtain a challenging position in a company were my skills and abilities become a key contributor to business growth. Share my experience and lesson learned in different teams and achieve the objectives of the business.
Education
MBA Business Administration and
Finance
Bachelor in Business
Management
Experience
2018 - 2022
Financial Services Specialist • Truist Bank Orlando, Florida
• Keep a consistent client experience through primarily handling clients and transactional needs at the branch.
• Provide support to clients (Opening Accounts, loan application, Financial Transactions, fraud, block cards and other financial services)
• Support Team sales process by making client calls, following up.
• Comply with all the internal audits process and procedures to operate the branch.
2018 - 2021
Care Specialist • Truist Bank Orlando, Florida
• Provide online support to customers for banking/online app (Zelle) and other products (Checking, Credit and other accounts).
• Support fraud/claims dispute regarding transactions and dispute with merchants.
• Following up transactions and other important services for customers.
• Comply with all the internal metrics for the position. 2018 - 2014
Corporate Banking Assistant • Main Office Banco General Panama City, Panama
• Opening Accounts and provide credit line >$100k for large companies in the Biggest Trade zone for America and second in the world. (Colon Trade Zone).
• Provide support for all the banking needs to US Embassy in Panama.
• Assistant back up for the Bank President. (Biggest Bank in the Country assets $16.9B)
• Support Managers with customers complaints.
• Deposit Management for saving accounts and fixed term for some important CEO’s and senior employees for several companies in the country.
2014 - 2012
Corporate Banking Cash Management Assistant Main Office • Banco General Panama City, Panama
• Provide support and service for the cash management Team needs for business banking clients.
• Ensures customer satisfaction.
• Strong attention to details with client needs. (Opening saving, checking and pay rolls accounts for companies and others).
2012- 2010
Private Banking Assistant Branch Office Banco General Panama City, Panama
• Opening Accounts, loans, line of credit and others.
• Following up customers complaints.
• Support all the duties for Bank Officers assigned. 2010- 2008
Sales Representative Banco General Panama City, Panama
• Provide support to customers over the phone. (Transactions, inquiries and others).
• Support claims and dispute with merchants.
• Comply with all the internal metrics for the position. 2008- 2007
Customer Service and Sales Rep HSBC Bank Panama City, Panama
• Provide support to customers over the phone. (Transactions, inquiries and others).
• Support claims and dispute for the customers.
• Comply with all the internal metrics for the position. Key Skills
Compromise
Customer Service-Listening Skills
Experience in Banking
Oriented to Details
Willingness to Learn
Other Skills
Communications
• Team Work Spirit.
• Ability to adapt to new environments.
Computer Software
• Channel link (Banking Software)
• Office Tools (one drive, Notes, Excel, Word, PowerPoint)
• Fidelio
• AS400 migration AWS.
• Citrix
Languages
Spanish – Native
English – Fluent
French – Fluent
References
[Available upon request.]