Iris Ortega Quinones
San Jose
Summary
Dynamic leader with experience in financial services and retail management. Skilled in training and mentoring teams, driving year-over-year growth, while also furthering my eduction in the medical field.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Excite Credit Union
San Jose, CA
01.2025 - Current
- Assisted members with account inquiries, providing accurate information and resolving issues efficiently.
- Assisted with processed loan applications and maintained compliance with regulatory requirements to ensure smooth transactions.
- Educated clients on financial products, enhancing understanding and driving engagement with services offered.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
General Manager
Pandora Jewelry
Palo Alto, CA
01.2024 - 01.2025
- Directed daily operations to ensure optimal performance and adherence to company standards.
- Implemented training programs to enhance staff skills and improve customer service quality.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Analyzed sales data to identify trends and drive targeted promotional campaigns.
Store Manager
Calvin Klein
Milpitas, CA
01.2023 - 01.2024
- Oversaw daily store operations, ensuring high standards of customer service and product presentation.
- Led a team of associates, providing training and mentorship to enhance performance and engagement.
- Developed staff schedules that optimized labor costs while maintaining adequate coverage during peak hours.
- Resolved customer inquiries and complaints promptly, fostering positive relationships and enhancing customer loyalty.
- Implemented visual merchandising strategies that aligned with brand standards, driving customer attraction and sales.
Skills
- Customer relationship management
- Sales goals
- Training and mentoring
- Team leadership
- Outstanding communication skills
- Shift scheduling
- Operations
- Medical Terminology
- Recordkeeping and documentation
- CPR certification
- Problem-solving
- Project management
Certification
Health Occupation
Languages
Spanish
Timeline
Financial Services Representative
Excite Credit Union
01.2025 - Current
General Manager
Pandora Jewelry
01.2024 - 01.2025
Store Manager
Calvin Klein
01.2023 - 01.2024