Open to opportunities

Marisa Cortes

@marisacortes

Branch banker and classroom facilitator blending emotional intelligence with analytical precision to bring clarity and growth.

United States

Message

What I'm looking for

I’m looking for a role where I can use my emotional intelligence and analytical eye to bring clarity, solve problems, and build strong relationships—working both independently and with a team to deliver meaningful, measurable impact.

I’m a creative, emotionally intelligent professional who brings clarity to complexity through clear expression, active listening, and thoughtful problem-solving. I’m comfortable working independently or collaboratively, with a calm, compassionate presence and a strong sense of integrity.

In banking at PNC as a Branch Banker, I delivered personalized banking solutions by assessing customer financial needs and recommending appropriate products and services. I opened and serviced checking, savings, CDs, credit products, loans, and wire transfers, and I met or exceeded individual and branch sales goals through proactive outreach and needs-based conversations.

I’ve also built impact in education and financial services. As a Classroom Facilitator, I planned and delivered engaging lessons aligned with curriculum standards, collaborated on instructional strategies, and differentiated instruction to meet diverse needs; I also coordinated administrative tasks like attendance, grading, and record keeping. Earlier, as an Equitable Financial Professional/Assistant, I made cold calls, coordinated meetings, helped clients review accounts and change asset allocations, and managed 403(b) account activations using tools like Salesforce and Paperclip.

Experience

Work history, roles, and key accomplishments

Current

Branch Banker

Current

PNC

Aug 2025 - Present (8 months)

Delivered personalized banking solutions by assessing customer financial needs and recommending appropriate PNC products and services. Opened and serviced checking, savings, CDs, credit products, loans, and wire transfers while ensuring compliance with PNC policies and federal regulations (BSA/AML).

Personal Banking Products Account Management Sales Outreach Customer Relationship Management BSA AML Compliance Risk Management Wire Transfers Customer Service Salesforce

Classroom Facilitator

Pasadena ISD

Aug 2023 - May 2025 (1 year 9 months)

Planned and delivered engaging lessons aligned with curriculum standards while maintaining a positive, safe learning environment. Collaborated with colleagues on instructional strategies, differentiated instruction for diverse learners, and managed administrative tasks such as attendance and grading.

Lesson planning Classroom Management Student Support Microsoft Word Microsoft Excel Record keeping

Financial Professional Assistant

Equitable

Sep 2022 - May 2023 (8 months)

Conducted cold calls to grow a client portfolio and schedule meetings, delivering client presentations and activating 403(b) accounts. Reviewed client accounts for asset allocation changes, facilitated 403(b) rollovers into Equitable, and maintained client information and applications/forms in Salesforce while supporting clerical duties for three advisors.

Cold Calling Client Meetings 403(B) Account Activation Asset Allocation Salesforce Clerical Support

Financial Professional Assistant

Equitable Financial

Sep 2022 - May 2023 (8 months)

Made cold calls to grow a client portfolio and schedule meetings, then coordinated meetings with 30+ teachers and staff. Helped clients review accounts, adjust asset allocations, activate 403(b) accounts, and roll over accounts using Salesforce and Paperclip.

Cold Calling Meeting Coordination Retirement Account Support Asset Allocation Client Onboarding Salesforce Paperclip Administrative Support