Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Accomplishments
References
Timeline
Generic

Carlos Medina

Vallejo,CA

Summary

Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible and computer-savvy. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued. Personable and dedicated Customer Service Representative with extensive experience in business industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

6
6
years of professional experience

Work History

Client Service Representative

Bank of America
Vallejo, CA
12.2017 - Current
  • Provided customer service support to clients in a timely and efficient manner.
  • Resolved customer inquiries and complaints via phone, email, or other communication channels.
  • Assisted customers with product information and pricing.
  • Maintained customer records in the database system.
  • Processed orders, returns, exchanges, and refunds accurately and promptly.
  • Managed client accounts by providing accurate data entry services.
  • Developed strong relationships with customers through friendly interactions and problem-solving abilities.
  • Generated reports from the database to track customer satisfaction levels.
  • Performed administrative tasks such as filing documents and responding to emails.
  • Answered incoming calls from customers regarding billing inquiries, technical issues, product concerns.
  • Verified accuracy of data entered into company systems.
  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
  • Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
  • Scheduled and confirmed appointments based on customer availability.
  • Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
  • Greeted incoming customers to provide immediate, friendly and knowledgeable support.
  • Presented and explained fees, clearly clarifying invoices and company policies.
  • Personalized client experience, identifying unique needs and providing information and services to match.
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues.
  • Scheduled meetings with prospective and existing clients to optimize long-term business success.
  • Collaborated cross-functionally, remaining up-to-date on products, services and policies to inform clients.

Education

Some College (No Degree) - Business Administration And Management

Napa Valley College
Napa, CA

Skills

  • Account Management
  • File Management
  • Service Recommendations
  • Membership Renewals
  • Complaint Handling
  • Payment Processing
  • Sales Strategies
  • Order Processing
  • Customer Support
  • System Documentation
  • Customer Education
  • Follow-Up Skills
  • Sales Documentation
  • Escalation Management
  • Client Relations
  • Client Support

Affiliations

  • Love fitness and sports
  • Loves music whether its playing or singing
  • creating health plans and fitness meals

Languages

English
Professional
Spanish
Professional

Accomplishments

  • Bank of America Rookie Rising Star

References

References available upon request.

Timeline

Client Service Representative

Bank of America
12.2017 - Current

Some College (No Degree) - Business Administration And Management

Napa Valley College
Carlos Medina