Iris Figueroa Email & Phone Number

Houston, Texas Area

Sells retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.

Houston, Texas Area

* Processes customer transactions within established guidelines * Identifies and makes sales referrals, recommends alternate channels, cross-sells bank services and products for Wells Fargo partners * Provide excellent customer service

* Daily receiving of inventory / daily counts * Assist in monthly physical inventory counts and prepare reports (3 million sales per month) * A/P Data Entry * Received payment from patients and post to their accounts * Purchasing of maintenance / office supplies * Petty cash maintenance * Credit card processing * Payroll reporting to Corporate office * New hire paperwork / orientation

* Bookkeeping (receivables, payables and payroll) * Human Resource Tasks * Prepare Company Reports and Commission statements * Create and process purchase orders and reports related. * Provided Safety support to supervisors. * Created toolbox topics to be given to employees at safety meetings

Puerto Rico

* Prepare and perform HSE trainings for Craft and Supervisors * Help Company achieve three million hours without loss time through proper employee training * Prepare presentations needed with HSE statistics for Company Supervisors * Help with complying in Federal and State laws.

San Juan, Pr

Short-term project) * Help in complying with State and Federal Laws * Provide safety training to new hires, entry level and management employee * Safety Inspections

Bachelor Of Arts (B.A.), Marketing

Master Of Business Administration - Mba

Education record