CALEB FUENTES
Homestead,FL
Summary
Dependable Financial Service Assistant with strong abilities in Financial data analysis, transaction processing, and client account management. Adept at maintaining meticulous records, ensuring compliance with regulations, and facilitating accurate financial reporting. Demonstrates solid work ethic and methodical approach to task, prioritizing efficiency and order. Brings wealth of relevant skills and knowledge to role of Financial service Assistant Willing to relocate: Anywhere Authorized to work in the US for any employer
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Services Associate
Amscot Financial Corporation
Homestead, FL
06.2024 - 01.2026
- Processed customer transactions accurately and efficiently, ensuring compliance with company policies.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Assisted in training new associates on operational procedures and financial products.
- Conducted regular audits of cash drawers to maintain accuracy and accountability.
- Managed documentation for loan applications, ensuring thoroughness and adherence to regulatory standards.
- Collaborated with team members to streamline workflow and improve service delivery.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Monitored loans and accounts payable and receivable to keep current.
- Proposed investment products to customers.
- Managed over 40 customer calls daily
Customer Service/Porter
Bomnin Chevrolet
Homestead, FL
07.2023 - 12.2023
- Trained new customer service representatives on product knowledge and customer service techniques.
- Supervised and trained customer service staff to ensure excellent customer service delivery.
- Resolved customer service inquiries in a timely manner while providing excellent customer service.
Receptionist Intern
Dr Misael Gonzalez MD PA
Miami, FL
06.2021 - 03.2023
- Served visitors by greeting, welcoming and directing to appropriate personnel.
Education
Bachelor of Arts - Economics
Florida International University
Miami, FL04-2024
Associate of Arts - Economics
Miami Dade College
Miami, FL, US07-2022
Skills
- Microsoft Word
- Organizational skills
- Office experience
- Computer skills
- Microsoft Excel expertise
- Financial Services
- Cash handling
- Good Work Ethic Fluent in Spanish
- Relationship Building Active Listening
- Critical Thinking Reliable & Trustworthy
- Problem Resolution Friendly, Positive Attitude
- Sales skills
Accomplishments
- Resolved product issue through consumer testing.
- Supervised team of 4 staff members.
Certification
Driver's License
Languages
English: Native/ Bilingual
Spanish: Native/ Bilingual
Timeline
Financial Services Associate
Amscot Financial Corporation
06.2024 - 01.2026
Customer Service/Porter
Bomnin Chevrolet
07.2023 - 12.2023
Receptionist Intern
Dr Misael Gonzalez MD PA
06.2021 - 03.2023
Associate of Arts - Economics
Miami Dade College
Bachelor of Arts - Economics
Florida International University