Summary
Overview
Work History
Education
Skills
Certification
Languages
Languages
Timeline
Generic

Andres Ramos

Pleasant Prairie

Summary

Dynamic financial professional with extensive experience at ALEC, excelling in loan advisement and relationship management. Proven ability to enhance customer experience and drive sales through effective cross-selling strategies. Bilingual communicator with a strong focus on compliance and problem-solving, dedicated to delivering exceptional service and optimizing transaction efficiency.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Bilingual Member Finance Rep

Educators Credit Union
Kenosha
12.2021 - Current
  • Cultivated strong client relationships to deliver comprehensive financial support and guidance.
  • Developed tailored financial planning strategies through thorough evaluation of client finances.
  • Maintained in-depth knowledge of diverse products and associated benefits.
  • Provided informed suggestions on financial options during client discussions.
  • Increased financial service sales by implementing effective cross-selling techniques.

Bilingual Teller

Educators Credit Union
Kenosha
01.2021 - Current
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Calculated fees due, interest and change for customer transactions.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.

Senior Branch Relationship

ALEC
Gurnee
05.2024 - 08.2025
  • Evaluated loan applications to assess eligibility and identify risk factors.
  • Guided clients in understanding loan options and terms accurately.
  • Managed client communications to address inquiries and resolve issues.
  • Ensured compliance with regulatory standards throughout lending operations.
  • Educated customers on various loan products and credit options for informed decision-making.
  • Developed relationships with potential customers to increase loan business opportunities.
  • Delivered exceptional customer service to ensure streamlined processes.
  • Responded to customer inquiries regarding rates, products, and application statuses.
  • Managed customer accounts and provided personalized banking solutions.
  • Conducted financial transactions with accuracy and attention to detail.
  • Advised clients on investment opportunities and financial planning strategies.

Warehouse Worker

Amazon
Kenosha
07.2019 - 01.2021
  • Loaded, unloaded and moved material to and from storage and production areas.
  • Wrapped pallets in shrink wrap prior to loading.
  • Operated pallet jacks and material moving equipment to receive and transport items from various warehouse locations.
  • Cleaned and maintained warehouse in compliance with OSHA safety standards.
  • Acknowledged safety issues and contacted shift supervisor regarding concerns and for quick resolution.

Cook Trainer

Culvers
Pleasant Prairie
04.2017 - 06.2019
  • Stayed current on specialized kitchen terminology and menu item abbreviations to best train workers for fast-paced work.

Education

High School Diploma -

Tremper High School
Kenosha, WI
06.2018

No Degree - Communication Studies

Gateway Technical College
Kenosha, WI

Skills

  • Loan advisement
  • Credit report analysis
  • Order and payment processing
  • Fraud detection
  • Financial expertise
  • Adaptability
  • Self-motivation
  • Team collaboration
  • Logistics management
  • Customer experience enhancement
  • Service excellence
  • Workflow optimization
  • Loan processing proficiency
  • Cross-selling strategies
  • Product knowledge in finance
  • Relationship management with customers
  • Transaction efficiency
  • Problem-solving skills
  • Effective communication in Spanish

Certification

  • Certified Bilingual Member Finance Rep, Educators Credit union - [Timeframe]

Languages

5

Languages

Spanish
Native/ Bilingual

Timeline

Senior Branch Relationship

ALEC
05.2024 - 08.2025

Bilingual Member Finance Rep

Educators Credit Union
12.2021 - Current

Bilingual Teller

Educators Credit Union
01.2021 - Current

Warehouse Worker

Amazon
07.2019 - 01.2021

Cook Trainer

Culvers
04.2017 - 06.2019

High School Diploma -

Tremper High School

No Degree - Communication Studies

Gateway Technical College

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