Alejandro Carabantes Salguero
Shandon,CA
Summary
Dynamic and bilingual professional with a proven track record at US Bank and other financial institutions, enhancing customer satisfaction through exceptional service and effective communication. My background also showcases a strong work ethic and a knack for quickly mastering new skills, making me a valuable asset to any team.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Customer Relationship Consultant 3
US Bank
Atascadero, CA
01.2024 - Current
- Strengthened customer relationships by actively listening to their concerns and providing tailored solutions.
- Collaborated with cross-functional teams to deliver exceptional customer experiences, resulting in increased referrals.
- Implemented proactive communication strategies, keeping customers informed about product updates and promotions.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Balanced teller drawers and ATM cash.
- Processed customer applications and approved loans in accordance with bank policy.
- Educated customers on online banking and mobile banking applications.
- Performed account maintenance by changing customer contact information .
- Cross-sold credit cards, loans and other bank products.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
Bank Operations Specialist-Legal Processing
Pacific Premier Bank
Atascadero, CA
02.2023 - 12.2023
- Receives and process a high volume of legal processing delivered to Pacific Premier Bank
- Ensures all legal processing are properly received by Pacific Premier Bank, drawn up and addressed to the company/subsidiaries and delivered to the Legal Processing area
- Searches and identifes responsive accounts; restrain or freeze funds as required by law
- Prepares all documents required to be re-produced by the legal serving (i.e. bank statements, transactions, records, etc)
- Organizes and maintain files related to the legal processing, including information regarding delivery, response and all actions taken
- Communicates, provide updates, obtain information regarding legal processing from various internal & external sources (Attorneys, Government Agencies, etc.)
- Prepares reports for management as needed
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Carried out day-day-day duties accurately and efficiently.
Sr. Financial Services Representative
Pacific Premier Bank
Atascadero, CA
03.2022 - 02.2023
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Identified customer financial service needs to prepare proposals and sell services.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
- Resolved concerns with products or services to help with retention and drive sales.
Relationship Manager Business Owner Specialist
Bank Of America Corp
06.2018 - 03.2022
- Delivered high level of service to clients to both maintain and extend the relationships for future business opportunities.
- Worked with clients to address and respond to client and partnership management issues.
- Asked appropriate open-ended questions to discover prospect needs and requirements.
- Presented new and additional products and services to existing customers.
- Keyed customer details, including contact information and payment data into the system, carefully observing all corporate procedures related to confidentiality.
- Maintained friendly and professional customer interactions.
- Maintained a teller drawer to perform bank transactions.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Retail Sales Consultant
Prime Communications
02.2018 - 07.2018
- Oversaw deposits, processed financial transactions, and maintained inventory.
- Stocked and replenished merchandise according to store merchandising layouts.
- Priced merchandise, stocked shelves and took inventory of supplies.
- Cleaned and organized the store, including the checkout desk and displays.
- Handled all customer relations issues in a gracious manner and in accordance with company policies.
- Welcomed customers into the store and helped them locate items.
- Educated customers about the brand to incite excitement about the company’s mission and values.
- Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.
- Answered customer telephone calls promptly and in an appropriate manner.
- Determined customer needs by asking relevant questions and listening actively to the responses.
Client Service Representative
Bank of America Financial Center
08.2017 - 01.2018
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Organized, stocked and maintained the teller window area.
- Maintained balancing record with 100% rate of accuracy.
- Collected member loan payments.
- Sold cashier's checks, traveler's checks and money orders.
- Maintained friendly and professional customer interactions.
- Advised clients on mortgage, educational and personal loans.
- Responded to all customer inquiries thoroughly and professionally.
Solution Specialist
Verizon
05.2014 - 07.2017
- Answered customer questions about product availability and shipment times.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
- Provided an elevated customer experience to generate a loyal clientele.
- Routinely answered customer questions regarding merchandise and pricing.
- Asked open-ended questions to assess customer needs.
- Greeted customers entering the store to ascertain what each customer wanted or needed.
- Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
- Built long-term customer relationships and advised customers on purchases and promotions.
- Contacted customer to follow up on purchases, suggest new merchandise and inform them about promotions and upcoming events.
Front line supervisor
Marshalls
10.2008 - 04.2014
- Politely assisted customers in person and via telephone.
- Provided an elevated customer experience to generate a loyal clientele.
- Conducted weekly walk-throughs with the manager to discuss interior visual displays, including store window presentation.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
- Served as the main liaison between customers, management and sales team.
- Welcomed customers into the store and helped them locate items.
- Handled all customer relations issues in a gracious manner and in accordance with company policies.
- Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
- Verified that all customers received receipts for their purchases.
- Mentored new sales associates to contribute to the store\\'s positive culture.
Sales
Sprint Store
04.2013 - 12.2013
- Operated a cash register for cash, check and credit card transactions with 100% accuracy.
- Stocked and replenished merchandise according to store merchandising layouts.
- Cleaned and organized the store, including the checkout desk and displays.
- Alerted customers to upcoming sales events and promotions.
- Completed all point of sale opening and closing procedures, including counting the contents of the cash register.
- Welcomed customers into the store and helped them locate items.
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
- Asked open-ended questions to assess customer needs.
- Greeted customers entering the store to ascertain what each customer wanted or needed.
- Built long-term customer relationships and advised customers on purchases and promotions.
Education
High School Diploma - undefined
Nipomo High School
Nipomo, Ca 934442008
Skills
- Bilingual English/Spanish
- Customer service-oriented
- Strong work ethic
- Excellent communication skills
- Easy to get along with
- Sales experience
- Reliable
- Quick learner
- Friendly
Certification
Medical Assistant
Timeline
Customer Relationship Consultant 3
US Bank
01.2024 - Current
Bank Operations Specialist-Legal Processing
Pacific Premier Bank
02.2023 - 12.2023
Sr. Financial Services Representative
Pacific Premier Bank
03.2022 - 02.2023
Relationship Manager Business Owner Specialist
Bank Of America Corp
06.2018 - 03.2022
Retail Sales Consultant
Prime Communications
02.2018 - 07.2018
Client Service Representative
Bank of America Financial Center
08.2017 - 01.2018
Solution Specialist
Verizon
05.2014 - 07.2017
Sales
Sprint Store
04.2013 - 12.2013
Front line supervisor
Marshalls
10.2008 - 04.2014
High School Diploma - undefined
Nipomo High School