Julianna Garcia
Martinez
Summary
Experienced in delivering exceptional customer service and proven track record as a self-sufficient office administrator and personal banker. Strong skills in dependability, efficiency, and excellent written and interpersonal communication. Extensive experience in managing office operations, scheduling, team collaboration, and coordinating meetings effectively.
Overview
6
6
years of professional experience
Work History
Personal Banker
Wells Fargo
11.2024 - Current
- Utilized strong interpersonal communication skills during client interactions along with providing financial advice, resulting in increased trust and fostering long-lasting loyalty.
- Assisted customers with setting up or closing accounts, completing credit/loan applications, and signing up for new services and products.
- Maintained compliance with bank procedures and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Office Administrator
Best Best & Krieger LLP
10.2022 - 08.2024
- Coordinated travel arrangements for attorneys
- Organized and managed office events
- Reconciled firm credit card statements to ensure accurate expense reporting
- Processed attorneys' reimbursements and expenditures
- Drafted court documents and helped compile binders for court hearings
- Ordered and restocked supplies for office
Substitute Teacher
Swing Education
11.2022 - 10.2023
- Followed the lesson plans accordingly in order to keep all of the students on task and engaged with the material.
- Received excellent feedback from the administrative staff and fellow instructors.
Barista Trainer
Starbucks
07.2020 - 11.2022
- Interacted with customers in a pleasant manner to promote a fun and positive atmosphere during busy periods.
- Provided in depth training to new hires regarding proper procedures and sequencing of drinks and food.
- Prioritized customers’ needs while being able to multitask with the rest of my tasks for the day.
Student Office Assistant
CSUMB Student Disability Resource Center
10.2019 - 05.2020
- Greeted customers and visitors in person as well as over the phone.
- Prepared for meetings by gathering all necessary materials ahead of time.
- Handled phone and email correspondence, and took care of any incoming and outgoing mail and faxes as part of my administrative duties.
- Increased customer retention by effectively resolving problems and concerns.
Education
Master of Business Administration -
California State University, Long Beach
Long Beach, CABachelor’s - Humanities and Communications
California State University, Monterey Bay
Seaside, CASkills
- Financial services support
- Branch operations
- Customer satisfaction
- Client relationship management
- Document management
- Schedule and calendar management
- Event coordination
- Business correspondence
Timeline
Personal Banker
Wells Fargo
11.2024 - Current
Substitute Teacher
Swing Education
11.2022 - 10.2023
Office Administrator
Best Best & Krieger LLP
10.2022 - 08.2024
Barista Trainer
Starbucks
07.2020 - 11.2022
Student Office Assistant
CSUMB Student Disability Resource Center
10.2019 - 05.2020
Master of Business Administration -
California State University, Long Beach
Bachelor’s - Humanities and Communications
California State University, Monterey Bay
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