Daniela Mariluz
Lowell
Summary
Comprehensive understanding of banking operations gained through background as Universal Banker. Demonstrated ability to establish strong client relationships, cross-sell financial products and services, manage cash balances, and maintain regulatory compliance. Strengths include problem-solving skills, customer service focus, and fluency in various banking systems. Made significant impact by improving operational efficiency and contributing to revenue growth in previous roles.
Overview
2
2
years of professional experience
2020
2020
years of post-secondary education
Work History
Universal Banker
M&T Bank
Lowell
11.2024 - 07.2025
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services available at the branch.
- Processed loan applications and provided necessary documentation to clients.
- Handled cash transactions accurately and efficiently during busy hours.
- Resolved customer complaints by providing timely solutions and support.
- Participated in training sessions to enhance product knowledge and service skills.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
Store Manager
Boston Pie
Danvers
05.2023 - 11.2024
- Managed daily store operations and ensured compliance with company policies.
- Supervised team members and provided training on customer service standards.
- Coordinated inventory management to maintain optimal stock levels and product displays.
- Managed daily operations of pizza kitchen ensuring smooth workflow.
- Supervised staff training to improve service quality and efficiency.
- Coordinated inventory management to maintain stock levels and reduce waste.
- Developed schedules for staff to optimize labor resources during peak hours.
- Resolved customer complaints promptly to enhance overall dining experience.
- Ensured compliance with food safety regulations.
- Maintained inventory of supplies, ingredients, and equipment.
- Organized catering events for large groups throughout the community.
- Hired, trained, supervised, and evaluated staff members.
Education
Business Administration And Finance
Technological University of Peru
Peru 01.2018 - 05.2022
U.E Los Proceres
VenezuelaSkills
- Cash handling
- Banking product education
- Staff training
- Effective communication
- Team leadership
- Conflict resolution
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Portuguese
Limited
Timeline
Universal Banker
M&T Bank
11.2024 - 07.2025
Store Manager
Boston Pie
05.2023 - 11.2024
Business Administration And Finance
Technological University of Peru
01.2018 - 05.2022
U.E Los Proceres