Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Carlos Vazquez Alvarez

Tampa,FL

Summary

Knowledgeable Team Leader with strong background in managing client relationships and delivering exceptional service. Successfully improved client retention and satisfaction through tailored solutions and proactive communication. Demonstrated ability to build trust and foster long-term partnerships while utilizing conflict resolution and strategic planning skills.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Small Business Client Relationship Manager

Bank of America
03.2025 - Current
  • Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
  • Developed strong rapport with clients through consistent follow-up and attention to detail.
  • Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
  • Identified opportunities to cross or up-sell Different Accounts & Services and communicated customer needs to appropriate team.
  • Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
  • Assessed client needs and developed plans to adequately address current and future objectives.

Client Relationship Specialist

Bank of America
05.2024 - Current
  • Developed client proposals addressing product and service needs and solutions.
  • Monitored and improved quality assurance through root cause analysis and application of customer feedback survey results.
  • Established long-lasting relationships with key decision-makers within client organizations through consistent outreach efforts.
  • Maintained detailed records of client interactions while adhering to data privacy regulations.
  • Facilitated cross-functional communication between sales, marketing, and product teams to ensure seamless client experiences.

Retirement Plan Specialist

Paychex Inc
01.2024 - 05.2024
  • Provided training and support to junior staff members, helping them develop skills necessary for career advancement within the company.
  • Leveraged strong analytical skills to monitor investment performance regularly, making recommendations based on quantitative findings when appropriate.
  • Ensured regulatory compliance with thorough audits of retirement plans and timely resolution of discrepancies.
  • Managed multiple client accounts simultaneously, prioritizing tasks to meet deadlines and deliver exceptional service.
  • Streamlined processes for increased efficiency by reviewing and updating retirement plan procedures.

Education

Associate - Business Administration

St Petersburg College
05.2025

Bachelor of Science - Mgmt & Orgntl Leadership - Business Administration

St Petersburg College
05-2026

Skills

  • Business growth strategies
  • Relationship building and management
  • Customer engagement
  • Client needs assessment
  • Business development
  • Service solution development
  • Training and mentoring
  • Team building

Accomplishments

  • Collaborated with team of 50+ in the development of Mentorship Program.
  • Resolved product issue through consumer testing.

Certification

  • Leadership & Management, Bank of America

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Small Business Client Relationship Manager

Bank of America
03.2025 - Current

Client Relationship Specialist

Bank of America
05.2024 - Current

Retirement Plan Specialist

Paychex Inc
01.2024 - 05.2024

Associate - Business Administration

St Petersburg College

Bachelor of Science - Mgmt & Orgntl Leadership - Business Administration

St Petersburg College

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