Caleb Ramirez
Lubbock,TX
Summary
Committed and hardworking financial professional with six years of experience processing transactions and assisting clients. Dedicated to resolving issues and guiding customers to financial solutions. Cheerful when assisting with requests and meeting special needs.
Overview
6
6
years of professional experience
Work History
CSR II & Certified IRA Specialist
Lubbock National Bank
03.2020 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or requests.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Created and maintained retirement accounts according to IRS compliance standards.
- Processed IRA contributions, withdrawals, and handled RMD transactions and reporting.
- Clarified customer issues and determined the root cause of problems to resolve product or service complaints.
Delivery Driver
Orlando's Italian Restaurants
09.2018 - 01.2020
- Fostered positive working relationships with customers by responding to questions and concerns.
- Oversaw product loading to keep items balanced, work efficient and items secure for safe delivery.
- Managed customer service issues with professionalism and analytical approaches to maintain satisfaction and promote brand loyalty.
Cashier
Raising Cane's
06.2017 - 06.2018
- Processed POS transactions, including checks, cash and credit purchases or refunds.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
Education
Bachelor of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX12.2017
Skills
- New product information
- Client relationship management
- Conflict management
- CD and IRA account expertise
- IRA and HSA rules and reporting
- RMD processing
Volunteer Experience
Volunteer Income Tax Assistance (VITA)
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Timeline
CSR II & Certified IRA Specialist
Lubbock National Bank
03.2020 - Current
Delivery Driver
Orlando's Italian Restaurants
09.2018 - 01.2020
Cashier
Raising Cane's
06.2017 - 06.2018
Bachelor of Science - Personal Financial Planning
Texas Tech University
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