Daisy Munoz

*** ***** ** ****** **** CA aduqyb@r.postjobfree.com

760-***-****

OBJECTIVE:

To obtain a position where I can continue my professional development while utilizing my knowledge, skills, experience and my 18 years of customer service to provide exceptional service that will contribute value to the company.

EDUCATION:

Imperial Valley College September 2004 – June 2006

Associate Degree in Accounting

Notary Public Commission # 2177486

EXPERIENCE:

Westamerica Bank Training Officer August 2021- currently employed

Facilitates a stimulating, informative, organized job readiness/search training program(s) to groups or individuals according to contract and/or program guidelines.

Facilitates orientation/recruiting sessions for workforce development programs

Prepares and facilitates Career Development Days/workshops which address participants’ employment issues and prepares them for on-going career development.

Ensures classes/sessions are designed to effectively address various learning styles. Utilizes various modes of instruction to maintain active participation by program participants, including but not limited to: role playing, simulations, team exercises, group discussions, videos, assessments and lectures.

Establishes and maintains a learning environment conducive to adult learning, creatively working within site limitations.

Assists in the development of easy-to-follow, quality course curricula, leaders’ guides, Power Point presentations and participant handouts/materials.

Schedules and prepares training rooms for classes, workshops, etc.

Distributes and clearly communicates training schedules to relevant parties.

Assists in recruiting participants with program staff and other collaborators.

Actively maintains knowledge of trends, developments and strategies in adult education and workforce development.

Bank of the West Universal Banker January 2019- August 2021

Selling retail banking products and services to consumers and prospects

Thoroughly manage customer portfolios, service relationships, and cross-sell all products and services

Developing and maintaining strong relationships with company partners to maximize sales opportunities and achieve required sales standards

Engaging in profiling analysis to identify cross-sell opportunities, and making outbound sales calls to increase product per customer ratio

Building strong relationships with customers by resolving any issues and providing outstanding customer service

Operational Controls

Managing Risk

Training and Onboarding Tellers

Organizational Skills

Processed ATMs, issued bonds and coupons, and negotiated foreign currency

Wells Fargo Bank Personal Banker December 2009 – Apri2018

Selling retail banking products and services to consumers and prospects

Thoroughly manage customer portfolios, service relationships, and cross-sell all products and services

Developing and maintaining strong relationships with company partners to maximize sales opportunities and achieve required sales standards

Engaging in profiling analysis to identify cross-sell opportunities, and making outbound sales calls to increase product per customer ratio

Building strong relationships with customers by resolving any issues and providing outstanding customer service

Operational Controls

Managing Risk

Training and Onboarding Tellers

Organizational Skills

Processed ATMs, issued bonds and coupons, and negotiated foreign currency

Identified and made sales referrals, recommended alternate channels, and cross-sold bank services and products for company partners

Consistently met sales goals by going beyond normal sales requirements and received MVP of sales in 2010

Brunswick Zone XL Office Manager/Human Resources April 2004 – December 2009

Improved employee performance by coordinating workflow and implementing performance incentives.

Completed advance clerical task including account reconciliation and document management.

Controlled office supplies, including placing new orders, monitoring usage, and coordinating regular restocking.

Supervised administrative staff knowledge with development of new operational and training manuals.

Kept business leaders informed about company profits, operations and other metrics with regular reports.

Recruit Candidates.

Hire the right employees.

Processing payroll, vacations and sick time.

Updates any policies by California.

Learning Development.

STRENGTHS:

I view myself as a problem solver and a team player. I enjoy discovering new ways to enhance my decision making skills and using a creative approach when completing projects. I have the

Ability to stay focused and organized in a fast pace work environment. I am also fluent in Spanish, which allows me to communicate with a broad range of customers.

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