Aracely F. Email & Phone Number

Monterey, California, United States

Salinas, California, United States

Interpret IEP Meetings with all school personnel

Salinas, California, United States

Provide Treasury Management Advisor & Treasury Management Manager with pre-call research and under supervision, develop proposals and pricing proposals and prepare post-sales client documentationConduct meetings including conducting relationship reviews, product demos, product training and analyze perspective client statements for proposals.Serve as a liaison between the client, the TM team and the eBanking team to ensure a satisfactory implementation experience.Understand client’s Treasury management structure and objectivesConduct joint calls with the Treasury Management Advisor or Treasury Management ManagerResponsible for tracking each implementation request to keep the progress on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accuratelyPrepare product agreements, obtain legal documentation and proactively track and obtain outstanding agreementsInterview customers by phone to obtain information required to prepare product contracts and specification sheetsCreate and manage implementation plans for large, complex clients.Participate in maintaining procedures for forms and agreements.Facilitate all product training with Client & eBanking Team for new customers and new users, either by phone or in person, as needed.Identify cross-sell opportunities within portfolio.Perform other tasks and duties as assigned.

Small Business Specialist, Manager on Duty, Culture ChampionLicenses include: SIE, Series 6, Series 63 & life insurance

Salinas, California

Lobbyist at the state capitol for the CA AB2757 bill regarding Agricultural Workers: wages, hours, and working conditions. Recognized at the state capitol dinner by our Monterey county supervisor, Luis Alejo for my outstanding efforts.

Salinas, California, United States

Assist with store functions during the busy holiday season. Balance the vault, fill all cash registers in the store with change, call employees to fill in with employee call outs, provide onboarding training, answer incoming calls and direct them to the appropriate department.

Monterey, California, United States

Receive incoming faxes and distribute mail among FOX and Univision departments. Answer incoming calls and direct them accordingly. Greet incoming clients and communicate with the news staff, sales staff, and executives.

Salinas, California, United States

Use organic land to strategize and plant organic produce such as rainbow carrots, pink beauty radish, cherry tomatoes, Dino kale, broccoli, sunflowers and more. Collaborate with local farmers.

Bachelor Of Business Administration - Bba, Accounting And Finance

Associate Of Science - As, Business Administration And Management, General

Activities and Societies: Deans List, Honors List

Associate Of Science - As, Agricultural Business And Management