Alfredo Ortiz Plummer

ad4a6y@r.postjobfree.com 561-***-****

Miami, Florida

SUMMARY

Business professional with over 10 years' experience specializing in retail, health care & financial management. Seeking to work with a growth-oriented organization bringing forth value industry experience and management expertise.

SKILLS

Bilingual Spanish/English

Customer Service

Retail Sales

Administrative Coordinating

Microsoft Word

Microsoft Excel

QuickBooks

Microsoft Outlook

Retail Management

EXPERIENCE

Personal Banking Officer

CitiBank Miami, Florida, United States Dec 2023-Current Provided customers with information on banking products and services. Developed relationships with clients to identify their financial needs and goals. Conducted customer service activities such as responding to inquiries, resolving complaints, and processing account transactions.

Performed daily maintenance of customer accounts including deposits, withdrawals, transfers, and loan payments.

Assisted customers in completing loan applications and reviewed documents for accuracy. Analyzed customer credit profiles to determine eligibility for various types of loans. Cross-sold bank products by providing advice on the benefits of additional services available. Financial Associate/Personal Banker

Bank of America, N.A. West Palm Beach, Florida Apr 2021-Dec 2023 Meet with prospective clients to generate new accounts and investments Advise current clients on how to manage their accounts and investments with the bank Review bank policies and financial trends to provide clients with the most beneficial advice Perform administrative duties such as answering phone calls, making copies and organizing client files

Promote and sell products or services such as new accounts, credit cards and investments to new and current clients.

Personal Banking Officer

JP Morgan Chase Orlando, Florida Aug 2016-Apr 2021 Process customer transactions on bank computer systems Researched banking guidelines and statutory requirements to stay updated on new laws and applications

Pull checks and cash, replenish and keep inventory on ATM machines Explained, promote, or sell products or services such as new accounts, credit cards and investments

Maintained confidentiality of bank records and client information. Sales Associate /Customer Service

Armani Exchange Orlando, Florida Dec 2015-Jan 2017 Offered guidance and advice concerning brand apparel Customer service for retail clients

Responsible for conducting payment transactions

Stock management and track refilled inventory

Helped daily/monthly business revenue reports.

Residential Program Coordinator

Humanidad Inc. Rocky Hill, CT Dec 2013-Dec 2015 Responsible for the supervision of enrolled patients Schedule, manage and assist clients with appointment scheduling Monitor and document daily patient reports

Job Coach

Harc Inc. Hartford, CT Jan 2013-Dec 2015

Assist clients with various activities on a personal basis Help improve client's skills and behaviors through daily assignments and activities Track each employees work attendance

EDUCATION AND TRAINING

High School Diploma

Colegio Luterano Resureccion Carolina, Puerto Rico May 2018 Some College (No Degree)

Universidad De Puerto Rico Recinto De Rio Piedras San Juan, Puerto Rico Credits: 37