ALEXANDER DIAZ
North Fort Myers,FL
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed, and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships, and growing businesses.
Overview
5
5
years of professional experience
Work History
Personal Banker
Fifth Third Bank
12.2022 - 12.2024
- Developed customized financial solutions to meet client needs and enhance service satisfaction.
- Managed daily banking operations, ensuring compliance with policies and regulations.
- Built strong relationships with clients, fostering loyalty through personalized service.
- Educated clients on product offerings, improving understanding and utilization of services.
- Assisted in training new staff members on operational procedures and customer engagement strategies.
Client Service Specialist
Bank OZK
06.2021 - 07.2022
- Processed account activity for large volumes of clientele, provided knowledgeable service and support for all client account needs.
- Maintained accurate record-keeping and underwriting with proactive attention to client information updates
- Facilitated client onboarding processes, ensuring seamless account setup and compliance adherence.
- Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
Partner Operations
Knack Technologies Inc
02.2021 - 05.2021
- Support potential customers and students by handling front-line issues via email, phone, and chat support
- Support current users on the Knack Platform by driving student tutoring usage and satisfaction of services among partnered institutions
- Collaborate with Product, Operations, and Engineering teams to enhance the customer experience.
Call Center Associate
TCM Bank
03.2020 - 12.2020
- Answer Phones and respond to consumer cardholders or agent bank inquiries in a timely and professional manner
- Identify, research, and resolve cardholder or agent bank issues using available resources and customer service software applications
- Serve as a trusted associate to community banks, helping them build and strengthen customer relationships with fully branded consumer/business credit card programs
Education
Bachelor of Science - Marketing
University of South Florida
Tampa, FL05.2021
Bachelor of Science - Marketing
Eastern New Mexico University
Portales, NM01.2017
Skills
- Efficient and Detail-Oriented
- Cross-selling products
- Understanding Customer Needs
- Teamwork and collaboration
- Problem-solving skills
- Time management
Awards
Deans list
Timeline
Personal Banker
Fifth Third Bank
12.2022 - 12.2024
Client Service Specialist
Bank OZK
06.2021 - 07.2022
Partner Operations
Knack Technologies Inc
02.2021 - 05.2021
Call Center Associate
TCM Bank
03.2020 - 12.2020
Bachelor of Science - Marketing
University of South Florida
Bachelor of Science - Marketing
Eastern New Mexico University
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