Maria Acuna
Raleigh
Summary
Dynamic bilingual professional with extensive experience at Fidelity Investments, excelling in client relationship management and delivering expert financial guidance. Proven ability to simplify complex concepts, empowering diverse clients to make informed retirement decisions. Skilled in conflict resolution and adept at managing high-volume inquiries, consistently exceeding performance metrics.
Overview
8
8
years of professional experience
Work History
Financial Associate II- Bilingual
Fidelity Investments
Durham
10.2024 - Current
- Provided bilingual financial support to a diverse client base, delivering guidance and education in both English and Spanish on retirement accounts, especially employer-sponsored 401(k) plans.
- Handled complex customer inquiries and transactions, including contribution changes, rollovers, loans, and distributions, ensuring compliance with plan rules and IRS regulations.
- Translated complex financial concepts into simple, relatable terms to empower clients from different language backgrounds to make confident retirement decisions.
Financial Customer Associate
Fidelity Investments
Durham
06.2024 - 10.2024
- Provided expert support to participants in employer-sponsored 401(k) retirement plans, answering questions on contributions, rollovers, withdrawals, and plan rules.
- Educated clients on the importance of retirement savings and investment options available within their 401(k) plan, empowering them to make confident financial decisions.
- Delivered personalized, high-quality service in a fast-paced call center environment, consistently meeting or exceeding performance metrics including call resolution, customer satisfaction, and compliance standards.
Spanish Teacher
Union Grove Christian School
01.2023 - 01.2024
- Developed and implemented customer service policies and procedures for cafe staff.
- Created and maintained detailed records of all inventory, sales, customers, orders.
- Supervised day-to-day operations in the café to ensure efficiency and quality standards were met.
- Recruited, trained, managed and evaluated cafe staff performance.
- Scheduled shift rotations for employees to maximize operational efficiency while minimizing labor costs.
Café Manager
Locals Café
01.2019 - 01.2023
- Taught Spanish to high school and elementary students, fostering language acquisition and cultural appreciation.
- Developed comprehensive curricula tailored to the needs and proficiency levels of both high school and elementary students.
- Designed engaging lesson plans integrating language skills (listening, speaking, reading, writing) with cultural immersion and real-world applications.
- Implemented interactive activities and multimedia resources to enhance student engagement and facilitate language proficiency.
Client Advocate
Valley Stream Christian Academy
01.2020 - 01.2021
- Instructed middle school students in Spanish language acquisition and cultural understanding.
- Developed tailored curricula for middle school students, addressing their unique developmental needs and learning styles.
- Created dynamic lesson plans that integrated language skills (listening, speaking, reading, writing) with cultural exploration and real-life scenarios.
- Utilized a variety of teaching methodologies, including interactive activities, games, and technology-based resources, to enhance student engagement and comprehension.
MISSIONS TEAM COORDINATOR
Urban Nations Outreach
01.2017 - 01.2021
- Selected innovative teaching methods to deliver course content.(VBS and ESL)
- Advised clients on the requirements for immigrating to their respective country.
- Provided accurate and up-to-date information to clients regarding the immigration process.
- Worked closely with clients to ensure all deadlines were met in a timely manner.
- Efficiently managed a large caseload of clients and prioritized tasks.
Spanish Teacher
Borough Pregnancy Counseling Center
01.2019 - 01.2020
- Conducted individual interviews with students regarding personal issues or concerns.
- Developed programs designed to promote positive mental health among students.
- 1-1 parenting classes and counseling.
Education
Bachelor of Science - Christian Counseling
Trinity Baptist College
Jacksonville, FL12-2017
Skills
- Fluent in Spanish and English
- Microsoft Office
- Organization
- Managing people
- Customer service
- Bilingual communication
- Flexible
- Excellent communication
- Conflict resolution
- Client relationship management
- Self-motivating
- Adaptable
- Lesson planning
- Immigration law knowledge
- Staff management
Notable Experience
- Student Mentor, Trinity Baptist College
- Member, Jacksonville Exchange Club
- Camp Counselor, Trinity Youth Camp, 2016
- "Ms. TBC" recipient, In recognition of leadership and character
Timeline
Financial Associate II- Bilingual
Fidelity Investments
10.2024 - Current
Financial Customer Associate
Fidelity Investments
06.2024 - 10.2024
Spanish Teacher
Union Grove Christian School
01.2023 - 01.2024
Client Advocate
Valley Stream Christian Academy
01.2020 - 01.2021
Café Manager
Locals Café
01.2019 - 01.2023
Spanish Teacher
Borough Pregnancy Counseling Center
01.2019 - 01.2020
MISSIONS TEAM COORDINATOR
Urban Nations Outreach
01.2017 - 01.2021
Bachelor of Science - Christian Counseling
Trinity Baptist College
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