Genaro Marcatoma

Serve as a trusted financial partner by assisting clients with deposits, withdrawals, account openings and closures, fraud disputes, CD renewals and redemptions, consumer lending solutions, and mortgage referrals while maintaining strict compliance with banking regulations and internal policies. Prepare and process financial documentation with a high degree of accuracy and confidentiality. Coordinate client appointments and proactive follow-up to strengthen relationships and improve the overall customer experience. Collaborate with bankers, tellers, and branch leadership to resolve complex client issues, improve operational efficiency, and recommend financial products that align with clients' financial goals. Consistently manage multiple priorities in a fast-paced environment while delivering exceptional service and maintaining attention to detail.

• Co-founded and managed an event rental company serving customers throughout the Twin Cities. Direct day-to-day business operations including pricing strategy, customer communications, scheduling, invoicing, contracts, logistics, and event coordination. Develop operational processes that improve efficiency while maintaining high customer satisfaction. Manage marketing initiatives through Google Business Profile, digital advertising, and social media to support business growth. Analyze business performance, pricing, and customer demand to support strategic decision-making and long-term expansion.

• Manage inventory operations by monitoring stock levels, forecasting purchasing needs, placing purchase orders, and maintaining accurate inventory records. Analyze purchasing and inventory data using Microsoft Excel to improve inventory management, reduce shortages, and control operational costs. Coordinate with vendors to maintain product availability while supporting efficient daily business operations. Track inventory expenses and assist with business decisions through organized reporting and data analysis.

• Dean's List - Spring 2024
• Dean's List - Fall 2024
• Dean's List - Spring 2025
• Dean's List - Spring 2026
• 3.5 - GPA
• Capstone Project: BudgetMate, Project lead / Financial analyst