Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Timeline
Generic

Carolina Negrette

Montreal,QC

Summary

Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Results-driven Job Title experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Proactive Job Title with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Banking Advisor

Banco Caja Social
05.2016 - 11.2022
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Worked with customers to procure updated financial information on continuous basis.
  • Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
  • Evaluated risk and demand deposit balances of each account to properly price loans to meet profitability standards.
  • Reviewed demand deposit profitability analysis and outlined strategies to bring unprofitable accounts back to profitable status.
  • Communicated lending decisions to customers.
  • Followed-up on loan exceptions to achieve timely clearings.
  • Planned, developed and pursued Type programs within banking structure to attract new business.
  • Planned portfolio growth by aligning business plans with departmental budgets and management objectives.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Delivered strategic investment advice for individual and corporate clients.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Facilitated new client onboarding process and investment account setup.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Complied with established internal controls and policies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Supported financial director with special projects and additional job duties.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Utilized financial software to prepare consolidated financial statements.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Created financial dashboards to provide insights into key performance indicators.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Designed and maintained financial models to identify and measure risks.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Created and managed financial models to evaluate corporate investments and acquisitions.

Bank Teller

Banco Caja Social
05.2016 - 01.2018
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Provided customer records, account statements and copies of checks.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Educated customers on use of banking website and mobile apps.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Placed orders for customer checks and verified starting numbers.
  • Sold and cross-sold bank products to new and existing customers.
  • Turned in excess cash to maintain drawer security.
  • Removed mutilated currency from circulation.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Assisted with training of new tellers on policies and procedures.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Referred customers to other banking departments for specialized services.
  • Monitored and verified suspicious activity on customer accounts.
  • Trained new hires on customer service policies and procedures.
  • Cross-sold credit cards, loans and other bank products.
  • Processed applications for new accounts.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Calculated fees due, interest and change for customer transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Received loan and utility payments, sending funds to correct destinations.
  • Wrote and distributed customer correspondence.
  • Generated monthly reports on customer activity and customer feedback.

Administrative Assistant

Sol Tayrona Real Estate
01.2012 - 09.2015
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Created and maintained databases to track and record customer data.
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
  • Assisted development and implementation of new administrative procedures.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Developed strategies to streamline and improve office procedures.
  • Processed customer orders accurately and within agreed timeframes to meet service standards.
  • Drafted correspondence and other documents for CEO and department heads in company's voice.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Managed department budgets and generated financial reports for management review.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Completed forms, reports, logs and records to quickly handle all documentation for human resources.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Established administrative work procedures to track staff's daily tasks.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Performed research to collect and record industry data.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Transcribed and organized information to assist in preparing speeches and presentations.

Waiter and Cleaning Worker

Hotel And Restaurant Ricuras Samarias
01.2010 - 12.2012
  • Updated client documentation for accurate, compliant and current records.
  • Interviewed clients, families, or groups to assess situations, limitations and issues and implement services to address needs.
  • Supported clients and families with empathy and compassion during difficult times.
  • Advocated for clients to assure respected rights and wishes.
  • Helped clients develop new coping mechanisms and techniques to drive behavior modification.
  • Formulated treatment plan strategies with multidisciplinary teams to provide comprehensive and continuous care plan.
  • Assisted clients with navigating and accessing social services such as housing and medical care.
  • De-escalated stressful situations through individual and family crisis interventions.
  • Conducted home visits to assess living environment and facilitate access to necessary resources.
  • Monitored clients' progress and adapted treatment plans to meet changing needs.
  • Helped clients with recognizing and managing mental health concerns through evidence-based interventions.
  • Coordinated external healthcare professionals to uphold high-quality, person-centred care.
  • Maintained regular contact with clients by calling and visiting clients' homes.
  • Facilitated group therapy sessions to build supportive, communicative client networks.
  • Signposted resources for improved client and family access to mental health services.
  • Assisted clients in identifying community resources and connecting with appropriate services.
  • Collaborated with other professionals to plan and coordinate care for clients.
  • Documented client progress and activities in accordance with agency policies and procedures.
  • Assisted clients in developing and setting realistic goals to promote positive change.
  • Participated in interdisciplinary team meetings to coordinate care for clients.
  • Developed and maintained strong relationships with community resources for successful referrals.
  • Participated in professional development and training opportunities to enhance clinical skills.
  • Provided crisis counseling and intervention services to clients in emergency situations.
  • Utilized evidence-based practices to provide effective interventions for clients.
  • Administered assessments to identify clients' needs and establish treatment plans.
  • Educated clients and families on mental health, wellness and recovery topics.
  • Monitored clients' progress to adjust treatment plans accordingly.
  • Evaluated clients' social, emotional and psychological needs to create treatment plans.
  • Conducted home visits to assess clients' home environment and provide support.
  • Developed and implemented individualized treatment plans for clients.
  • Facilitated peer support groups to help clients connect with others.
  • Implemented community outreach programs to promote mental health awareness.
  • Facilitated group therapy sessions to help clients develop coping skills and improve communication.
  • Facilitated psychoeducational classes to help clients develop life skills.
  • Devised and implemented community-based programs to promote mental health awareness.

Education

Intermediate 3 - Inglés Intermediate

Intensive English Course
ILSC
09.2023

Professional Business Administration - Administrative And Financial Field

Corporación Unificada De Educación Superior CUN
Santa Marta
09.2017

Management Technologist - Administrative Field

Corporación Unificada De Educación Superior CUN
Santa Marta Colombia
11.2016

Technical In Administrative Processes - Administrative

Corporación Unificada De Educación Superior CUN
Santa Marta Colombia
11.2015

Skills

  • Firm-Level Financial Assessment
  • Cash Handling
  • Office Supplies and Inventory
  • Retirement Needs

Accomplishments

  • Collaborated with team of Number in the development of Project name.
  • Supervised team of Number staff members.
  • Resolved product issue through consumer testing.
  • Documented and resolved Issue which led to Results.
  • Achieved Result through effectively helping with Task.
  • Achieved Result by completing Task with accuracy and efficiency.
  • Achieved Result by introducing Software for Type tasks.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Institute of Electrical and Electronics Engineers
  • American Medical Informatics Association
  • International Council of Nurses
  • Rotary International
  • National Association of Social Workers
  • American Institute of Certified Public Accountants
  • Project Management Institute
  • Association for Computing Machinery
  • Freemason
  • American Marketing Association
  • American Society of Safety Professionals
  • Jaycees
  • Society of Human Resource Management
  • Toastmasters
  • International Association of Administrative Professionals
  • Association of Information Technology Professionals
  • Lions Club
  • APICS – Association for Supply Chain Management
  • Society of Women Engineers

Certification

  • MFTA - Master of Financial Technical Analysis
  • CFS - Certified Fund Specialist
  • CPA - Certified Public Accountant
  • CIBA - Certified Investment Banking Associate
  • CM - Certified Manager Certification
  • CPM - Chartered Portfolio Manager
  • CMT - Chartered Market Technician
  • Area of certification, Company Name - Timeframe
  • Area of expertise License - Timeframe
  • Area of certification Training - Timeframe
  • Certified Job Title, Company Name - Timeframe
  • Licensed Job Title - Timeframe

Languages

English
Limited Working
Español
Native or Bilingual

Timeline

Banking Advisor

Banco Caja Social
05.2016 - 11.2022

Bank Teller

Banco Caja Social
05.2016 - 01.2018

Administrative Assistant

Sol Tayrona Real Estate
01.2012 - 09.2015

Waiter and Cleaning Worker

Hotel And Restaurant Ricuras Samarias
01.2010 - 12.2012

Intermediate 3 - Inglés Intermediate

Intensive English Course

Professional Business Administration - Administrative And Financial Field

Corporación Unificada De Educación Superior CUN

Management Technologist - Administrative Field

Corporación Unificada De Educación Superior CUN

Technical In Administrative Processes - Administrative

Corporación Unificada De Educación Superior CUN

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Carolina Negrette