Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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PABLO MARROQUIN

Versailles

Summary

Dynamic professional with a proven track record in financial services and customer relationship management, notably at City National Bank. Excelled in enhancing client banking experiences and financial planning, achieving sales goals through personalized service. Skilled in cash management and adept at fostering professional relationships, demonstrating both hard and soft skills without relying on numerical data.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Services Representative

City National Bank
Versailles
07.2022 - Current
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly
  • Introduced customers to other bank team members to help meet financial needs
  • Collaborated with other departments to resolve complex issues, enhancing the overall banking experience for clients
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services

Property Manager

Balderas Tile LLC
Bardstown
04.2020 - 10.2024
  • Reconciled accounts and reviewed expense data, net worth, and assets
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions
  • Assisted in creation of new property accounts and determined tax filing and data requirements
  • Maintained account accuracy by reviewing and reconciling checks monthly

Real Estate Assistant

TRULIFE Real Estate
Lexington
05.2017 - 01.2022
  • Cultivated and maintained professional relationships with clients, real estate agents, lenders and escrow personnel
  • Supported agents in managing multiple transactions simultaneously, ensuring deadlines were met consistently
  • Performed market research and evaluated competitive property analysis to define competitive listing and sale prices
  • Demonstrated strong attention to detail when proofreading contracts, ensuring accuracy and completeness before submission

Education

Business Accounting -

University of Kentucky
Lexington, KY

Skills

  • Financial services
  • Customer relationship management
  • Cash management
  • Sales goals
  • Financial planning

Certification

HomeServices Real Estate Academy

Languages

Spanish, Native Language

Timeline

Financial Services Representative

City National Bank
07.2022 - Current

Property Manager

Balderas Tile LLC
04.2020 - 10.2024

Real Estate Assistant

TRULIFE Real Estate
05.2017 - 01.2022

Business Accounting -

University of Kentucky
PABLO MARROQUIN