Daniel Marquez
Concord
Summary
Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 6 plus years of performance. Skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Banker Officer
Umpqua Bank
01.2023 - 05.2024
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Provided exceptional problem-solving skills when faced with challenging account inquiries from both internal partners and external customers.
- Presented new and additional products and services to existing customers.
- Send correspondence through fax & email
- Appointment scheduling, billing, and invoice
Universal Banker 2
Bank Of The West
06.2017 - 12.2020
- Provide excellent customer service and use of product knowledge based on clients potential needs Extensive knowledge of our banks services and products as well as operations.
- Platinum sales status on all quarters as well as top 40. Created contests as a way to motivate service bankers to create more referrals and sales for our branch.
- Managed day-to-day department operations with effective workflow coordination.
- Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
Fitness Sales Manager
Sports Authority
01.2011 - 06.2017
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
Education
High School Diploma -
Phoenix Academy
San Rafael, CAAssociate of Science - Process Technology
Los Medanos College
Pittsburg, CASkills
- Microsoft Office
- Management
- Training & Development
- Sales Management
- Business Development
- Strategic Planning
- Expense Reporting
- Data Acquisition
- Outside Sales
- Video Conference
- Records Management
- Documentation and control
- Scheduling appointments
Certification
- CNP - Certified Notary Public
- NMLS- Licensed
Affiliations
- Concord Chamber of Commerce Member
- Volunteer at New Hope Church
Timeline
Personal Banker Officer
Umpqua Bank
01.2023 - 05.2024
Universal Banker 2
Bank Of The West
06.2017 - 12.2020
Fitness Sales Manager
Sports Authority
01.2011 - 06.2017
High School Diploma -
Phoenix Academy
Associate of Science - Process Technology
Los Medanos College
Similar Profiles
Tanner KeenerTanner Keener
Underwriter at Umpqua BankUnderwriter at Umpqua Bank
Jule DildineJule Dildine
VP, Branch Manager | at Umpqua BankVP, Branch Manager | at Umpqua Bank
Jiwon SongJiwon Song
Senior Commercial Underwriter at Umpqua BankSenior Commercial Underwriter at Umpqua Bank
Caitlin HammondCaitlin Hammond
AML Operations Analyst at Umpqua BankAML Operations Analyst at Umpqua Bank
Nathan ShaverNathan Shaver
Behavior Technician at Anova Center For EducationBehavior Technician at Anova Center For Education