1. ELENA RUBIO
493 Amethyst Way
Lake Mary, FL 32746
OBJECTIVE: Seeking a position with a well established company where I can maximize my
Program development and training skills.
PROFILE: Desiring a challenging position where I can continue to develop my
financial and analytical abilities.
More than 12 years’ experience in Customer Service with recognized
strengths in problem-solving, planning & implementing proactive
procedures, superb organizational skills, and outstanding customer
Managerial experience of four plus years.
Experienced in business accounting, accounts payable, accounts
Strong Customer Service Relation Skills
Bilingual, fluently speak English and Spanish
Fluent with operating systems Windows 7, 8 and MAC OS X
Fluent with Microsoft Office 2013, Business Skype & Lync
Proficient in Computer Data Entry and QuickBooks
Excellent Organizational and Multitasking Skills
Excellent interpersonal skills, phone manner, and office etiquette.
Work related College courses such as Introduction to Business, Business
Management, and Business Law, Accounting, Economics
2007 – 2012
Southern California Funeral Service
Responsible for all accounting using QuickBooks and Excel, accounts
receivable and accounts payable.
Manage cash flow of approximately $120,000 per month including vendor
quotes & billing, client billing, Director payments, collections, and any other
business related invoices.
Customer Service, meet with potential customers and provide solutions to
meet their needs, and upsell products and services.
Assist with filing of quarterly and yearly business taxes both federal and
state of California.
Assist with clientele and scheduling of services and appointments.
Community outreach to expose our services and products for potential
Fairwinds Credit Union
Branch Operations Manager
Responsible for managing all tellers and loan officers which include time
management, scheduling, goal achievement, loan and account volume,
member service and all employee request.
Assist the branch manager in business development along with loan
development. Manage cash vault of $75,000 and more. Assist on release of
funds on member accounts.
View reports related to sales goals, overdraft protection, investment
opportunities, and new account opportunities. Make calls to our members
and potential members regarding the products our financial institution has to
Managed sales of bank products, trained team members on new business
initiatives and compliance.
Developed team-members with coaching and training for promotions to
2. 2004 – 2007
Research and investigated potential revenue and clientgenerating opportunities.
Bailey & Myers P.A.
Responsible for answering 12 line phone system for a five-attorney law
Responsible for greeting clients, scheduling appointments, and
completing new client intake information.
Other duties consisted of filing, entering data into QuickBooks,
supply ordering, receiving and organizing mail & faxes, and
creating letters in Microsoft Word to mail out to client
2001-2004 Colonial Bank,
Sales Associate II
Responsible for offering and sales of financial products and services to
Responsible for providing excellent customer service to ensure customer
Create, establish, retain, and deepen relationships with current banking
customers as well as potential customers in order to provide quality
customer service and consistently exceed advanced sales goals.
Other responsibilities include taking deposits, respond and resolve
customer issues, cashing checks, taking large deposits for merchants,
closing accounts, recognize and refer other sales opportunities.
Answer multiple line phones while still providing quick and efficient service
to each customer.
2000 – 2001 First USA Bank,
Customer Service Representative
Assisted card holders with resolving their delinquent accounts.
Quickly and effectively solved customer issues and challenges.
Assisted customers by updating and maintaining their account and
answering any questions that they might have regarding their statement.
Provided Support for the Spanish division.
Associate of Arts Degree in (2013 – Present)
Seminole State College
Intuit Online (2014)
References furnished upon request.