Angela Santana
Miami
Summary
Currently serving in the financial industry doing what I like, which is to help people with their financial needs. My goal is to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Relationship Banker II - Universal
Regions Bank
09.2022 - 09.2023
- Built relationships with customers by learning about their financial needs and providing appropriate guidance and perspective about Regions’ solutions.
- Provide a consistent optimal customer experience on the cash line when needed while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions.
- Conduct outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones.
- Follow all bank processes and procedures and adhered to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager.
- Educate and advise customers on Regions’ Consumer and Business products and services, including all loans and deposit types.
International Cooperation Analyst
National Energy Commision
05.2022 - 08.2022
- Acted as direct contact for investors.
- Communicated and guide on the procedure of inter-institutional agreements.
- Served as an interpreter in English and Spanish.
- Managed events, logistics, protocol and organization
Public Purchases Analyst
National Energy Commission
11.2020 - 12.2021
- Purchase management for all departments.
- Filtered and evaluated incoming supplies.
- Sought for the best price while maintaining the quality requested by the area of operations.
Customer Service & Sales
Alorica For Verizon
03.2019 - 11.2020
- Managed telephone bills (prepaid and postpaid).
- Promoted other product and services that fitted clients needs to achieve their satisfaction.
- Created sustainable relationships and trust with clients accounts through honest and interactive communication.
Customer Service Associate
Scotiabank
05.2017 - 12.2018
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Sales (credit cards, insurance, financial certificates, loans, bank accounts).
- Educated clients on how to conduct simple banking transactions through self-service technologies.
- Addressed customer complaints, offered solutions, and followed up to ensure resolution.
Education
MBA - Business And Sales Management
Formato Educativo
Spain 06.2022
Bachelor of Administrative Studies - Business Administration
Pontificia Universidad Católica Madre Y Maestra
Dominican Republic09.2020
High School Diploma -
ISAJUBA
Dominican Republic07.2012
Skills
- Financial Advising
- Teamwork
- Microsoft Office
- Goal Oriented
- Bilingual
- Professionalism and strong work ethic
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker II - Universal
Regions Bank
09.2022 - 09.2023
International Cooperation Analyst
National Energy Commision
05.2022 - 08.2022
Public Purchases Analyst
National Energy Commission
11.2020 - 12.2021
Customer Service & Sales
Alorica For Verizon
03.2019 - 11.2020
Customer Service Associate
Scotiabank
05.2017 - 12.2018
MBA - Business And Sales Management
Formato Educativo
Bachelor of Administrative Studies - Business Administration
Pontificia Universidad Católica Madre Y Maestra
High School Diploma -
ISAJUBA
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