Keyla Paulet Gomez Email & Phone Number

Dallas/Fort Worth Area

Agent licensed to sell insurance through New York Life Insurance Company.

Arlington, Texas

•Keep records of inquiries or transactions for both clients and business relationship managers to ensure accurate and effective results during complex account opening process.•Provide assistance to business relationship managers on complex accounts In order to obtain detailed information required for corporate for compliance purposes.•Perform detailed quality control checks prior to opening new accounts•Analyze prospective client bank information for risk•Conduct daily reports for all accounts

Fort Worth, Texas

•Responsible for all business functions within the branch •Responsibility for the branch’s performance in both sales and operations while working as MOD•Created small business banking relationship opportunities through business development activities.•Sold small business products/services to existing clients and new prospects

Fort Worth, Texas

•Performed sales and service primarily focused on helping non-business customers•Discovered client’s financial needs and offered the right product to maintaining growth balance in the company account portfolio•Frequent face-to-face interaction with the public to meet sales objective which contributed to the success of the company

Fort Worth, Texas

•Provided excellent customer service by handling financial transactions accurately and efficiently.•Handle monetary shipments and operations controls as vault custodian

Education record

Associate Of Arts (A.A.)