Beatriz Alvarez-Soto

• Responsible for processing daily client transactions requests, trades, and inquiries accurately, within established deadlines, and under existing policies and procedures.
• Provide and administrate support to the wealth management team and maintain the trust and corporate portfolio.
• Prepare KYC files for new customer applications and conduct due diligence according to AML guidelines for the compliance officer and management review.
• Educated clients on account services and resolved client inquiries regarding statement information and account balances.

Key Achievements

• Implemented a more efficient workflow by creating a digital routine to track and process the high volume of client requests. This increased productivity and capacity by 80%.
• Assisted the Managing Director on a special project where I identified gaps in our client experience. With each gap identified, the Managing director escalated, resolved, or found additional resources to improve client service experience. This led to a new hire, and an increased our client expectations and satisfaction with our services.
• Assisted the Operation Manager in developing the banks' standard operating procedures manual.
• Serve as the banks' main point of contact for our Latin American Spanish-speaking clients regarding daily operations and correspondences
• Created an email organization system for the client service team to better manage high volumes of incoming emails.

• Analyzed and reported social media and online marketing campaign results.
• Developed marketing content such as blogs, promotional materials and advertisements for social media.
• Devised strategies and roadmaps to support product vision and value to business.
• Utilized techniques such as cold calling, networking and prospecting to develop new leads.
• Identified target market and key segments through in-depth analysis of markets and related trends.
• Planned and instituted social media marketing plan for clients in various industries.
• Set clearly defined goals to drive customer retention, brand awareness and website or social media traffic.
• Engaged online audiences by placing strong focus on sales process support and responding to inquiries and comments timely and knowledgeably.

• Responsible for up to 150k in vault assets by following all safety procedures and managing electronic and paper trails on all cash transfers, including daily balancing, securing, ordering shipping currency.
• Assisted team members with maintaining proper cash drawer limits by selling/buying cash to/from Vault as needed.
• Maintained daily cash drawer for teller line transactions with a high accuracy rate for settlement.
• Performed maintenance of ATM to include settlement, gathering of items deposited, and cash replenishment.
• Balanced staff and vault at end of day and secured monies in accordance with established procedures.
• Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.

• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
• Processed customer transactions promptly, minimizing wait times.
• Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Key Achievements

• Achieved 100% accuracy rate throughout almost three years of cash drawer audits
• Awarded "Employee of the Month" for April, May, and August in 2015.

• Greeted customers, helped locate merchandise and suggested suitable options.
• Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.
• Asked open-ended questions to determine exactly what customers required, available budgets and target recipient for each purchase.
• Offered each customer top-notch, personal service to boost sales and customer satisfaction.
• Utilized bilingual skills to help other sales associates close sales with Spanish-speaking customers whenever needed.
• Attended company trainings and seminars on such topics as customer engagement strategies, marketing and promotions and attaining sales goals and milestones.