Benjamin Beltran
Senior Relationship Specialist
MESA,AZ
Summary
Dynamic Senior Relationship Specialist with Desert Financial Credit Union, skilled in relationship management and conflict resolution. Proven track record in enhancing member satisfaction and driving sales growth through tailored financial solutions. Bilingual in Spanish, Professional at building trust and loyalty while mentoring teams to excel in customer engagement strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Relationship Specialist
Desert Financial Credit Union
11.2020 - Current
- Cultivated strong client relationships through personalized service and proactive communication.
- Facilitated conflict resolution by addressing customer concerns and providing effective solutions.
- Streamlined account management processes, improving efficiency and enhancing member experience.
- Mentored junior staff on best practices for relationship building and customer engagement strategies.
- Contributed to sales growth by identifying cross-selling opportunities within existing member base.
- Built trust among members through consistent follow-up efforts, helping secure long-term loyalty.
- Strengthened member relationships by proactively addressing concerns and providing tailored financial solutions.
Product Specialist
Audi Gilbert
01.2020 - 09.2020
- Executed sales strategies to meet and exceed product targets consistently.
- Developed relationships with customers, enhancing satisfaction and experience.
- Implemented effective sales strategies to maximize revenue generation.
- Set and achieved company defined sales goals.
- Negotiated prices, terms of sales and service agreements.
- Attended weekly sales meetings and quarterly sales trainings.
Product Specialist
Berge Volkswagen
01.2013 - 01.2020
- Developed relationships with customers, enhancing satisfaction, loyalty, and experience.
- Trained new team members on sales techniques and company policies.
- Worked to build relationships with customers and built potential for additional sales.
- Provided exceptional customer service, resulting in numerous positive reviews and referrals.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Negotiated prices, terms of sales and service agreements.
- Attended weekly sales meetings and quarterly sales trainings.
- Set and achieved company defined sales goals.
Education
High School Diploma -
Westwood High School
Mesa, AZ05-2013
Skills
- Relationship management
- Member relations
- Written and verbal communication
- Cash management
- Conflict resolution strategies
- Spanish language fluency
- In-depth product knowledge
- Navigating objections
- Team leadership
- Certified by NMLS
- Certified Notary Public
- Signature Guarantee Certified
Certification
- Certified Notary Public
- Certified NMLS
- Signature Guarantee Certified
Languages
Spanish
Timeline
Senior Relationship Specialist
Desert Financial Credit Union
11.2020 - Current
Product Specialist
Audi Gilbert
01.2020 - 09.2020
Product Specialist
Berge Volkswagen
01.2013 - 01.2020
High School Diploma -
Westwood High School
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