Maria Cristina Santos

Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning.

Managing shifts, staffing
•Supervising call center agents.
•Controlling the service quality
•Training of the new staff, coaching
•Assisting by operations

Helping clients to plan for their short and long-term financial goals. These include savings with protection, paying for their children's education, and retirement. As a Financial Officer we provide investment, and insurance advice.

Supervise and Participate in work areas such as kitchen and dining area.
•Train workers in food preparation, service sanitation and safety procedures.
•Observe and evaluate workers and work procedures to ensure quality standards and service and complete disciplinary write-ups.
•Assign duties, responsibilities and work stations to employees in accordance with work requirements.
•Inspect supplies, equipment, and work areas to ensure efficient service and conformance to standards.
•Control inventories of food, equipment, smallware and report shortages to designated personnel.
•Perform personnel actions, such a hiring staff and providing orientation for the new employee and training, and conducting supervisory activities such as creating work schedules or organizing employee time sheets.
•Evaluate new products for usefulness and suitability.
•Compile and balance cash receipts at the end of the day or shift.
•Develop departmental objectives, budgets, policies, procedures and strategies.