Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bella Delgreco

Southington,CT

Summary

Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.

Overview

3
3
years of professional experience

Work History

Financial Services Representative

Winthrop Financial Resources
Meriden, CT
01.2023 - Current
  • Prepared reports detailing client portfolio performance and asset allocation.
  • Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
  • Assisted clients in understanding complex financial concepts and instruments.
  • Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
  • Educated customers about different types of products available from the company's portfolio.
  • Provided accurate information regarding fees, commissions, regulations., related to financial services.
  • Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
  • Identified potential areas of concern or improvement within a client's portfolio.
  • Ensured that all customer inquiries were answered promptly and completely.
  • Worked collaboratively with other departments to provide comprehensive solutions for clients.
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
  • Established strong and positive working relationships within organization to contribute to team success.
  • Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.

Pet Handler

Petco
Southington , CT
06.2022 - 01.2023
  • Provided daily care and exercise to a variety of pets, including cats, dogs, birds, reptiles and small mammals.
  • Ensured the safety of all animals in my care while providing positive reinforcement techniques when handling them.
  • Cleaned cages and litter boxes on a regular basis to ensure proper sanitation standards were met.
  • Educated pet owners on proper nutrition requirements based on species type.
  • Inspected crates regularly for any signs of damage or wear-and-tear that may need repairs.
  • Collaborated with other Pet Handlers in order to share best practices and develop new strategies.
  • Stayed on top of laundry, sweeping and disinfection protocols.
  • Monitored safety of every animal to prevent injuries from other animals or environmental hazards.
  • Promoted optimal animal health by feeding and watering on regular schedule.

Ice Cream Maker, Ice Cream Server

Pats Main St Ice Cream
Southington, CT
02.2021 - 01.2023
  • Stocked inventory of supplies needed for making ice cream including mix-ins, sprinkles, sauces.
  • Monitored temperatures to ensure optimal freezing conditions during production.
  • Assisted with packaging of finished products for sale.
  • Inspected equipment regularly to identify potential issues or repairs needed.
  • Followed strict health and safety guidelines when handling food products.
  • Cleaned, sanitized, and maintained work areas according to established protocols.
  • Trained new employees on proper use of equipment as well as safety procedures related to food handling.
  • Broke down, cleaned and sanitized work stations at end of shift.
  • Followed production list provided by supervisor.
  • Prepared and built food items according to standardized recipes and directions.
  • Properly stored food by adhering to food safety policies and procedures.
  • Set up work stations, prep tables, service counters and steam tables.
  • Maintained clean, organized work area at all times and encouraged similar dedication in team members to maximize group efficiency.

Education

Associate of Arts - Social Work

Ct State Community College
Middletown

Skills

  • Sales Quota Achievement
  • Regulatory Compliance
  • Financial Reporting
  • Account Retention
  • Financial Services
  • Cash Handling
  • Portfolio Management
  • Insurance knowledge
  • Cash Management
  • Relationship Management
  • Customer Relationship Management
  • Customer Relationship Building
  • Account Maintenance
  • Account documentation
  • Quality Assurance
  • Order Taking
  • Payment Processing
  • Supply Restocking
  • Food handling safety
  • Excellent Communication
  • Friendly demeanor
  • Sanitization
  • Flexible Schedule
  • Work Station Organization
  • Customer Engagement
  • Professional Appearance
  • Customer Service

Timeline

Financial Services Representative

Winthrop Financial Resources
01.2023 - Current

Pet Handler

Petco
06.2022 - 01.2023

Ice Cream Maker, Ice Cream Server

Pats Main St Ice Cream
02.2021 - 01.2023

Associate of Arts - Social Work

Ct State Community College

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Bella Delgreco