Abneris Garcia Aviles
Jacksonville,US
Summary
Experienced Collections Specialist bringing years of success in sales and service positions. Eager to take on new role with long-term growth and advancement potential. Dynamic problem solver with first-rate skills in building relationships and resolving problems.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
Work History
Retirement Specialist
Prudential Financial
05.2022 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on potential risks and rewards associated with various investments.
- Studied financial documents to identify potential areas needing improvement.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
Collections Representative
Citibank, Citi
11.2020 - 05.2022
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated to collect balance in full.
- Achieved performance goals on consistent basis.
- Resolved challenging situations with friendly but firm strategies.
Education
High school diploma -
Oakleaf High School
Orange Park, FLSkills
- Customer Service
- Collections
- Organizational Skills
- Multi-line Phone Systems
- Financial Services
- Problem Solving
- Client Engagement
- Outbound Calling
- Customer Research
- Financial Document Summaries
- Excel
- Microsoft Office
- Cash Management Strategies
- Credit and Collections
- Payment Acceptance
- Relationship Building
- Bilingual (Spanish & English)
- Client Engagement
- Account Performance Reviews
- Performance Improvement Techniques
- Payment Posting
- Team-Oriented
- Scripted Conversations
- Call Center Background
- Account Reconciliation
- Billing Practices
- Financial Management
- Persuasion Strategies
Languages
Spanish
Full Professional
Timeline
Retirement Specialist
Prudential Financial
05.2022 - Current
Collections Representative
Citibank, Citi
11.2020 - 05.2022
High school diploma -
Oakleaf High School