Summary
Overview
Work History
Education
Skills
Accomplishments
ACTIVITIES
Timeline
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CRYSTAL SANCHEZ

El Paso,USA

Summary

Highly driven Senior Specialist with a proven track record at Charles Schwab, excelling in customer service excellence and conflict resolution. Recognized for enhancing client experiences and driving operational change through quality assurance. Adept at multitasking and building strong client relationships, consistently delivering exceptional results in high-pressure environments.

Overview

7
7
years of professional experience

Work History

SR. SPECIALIST MOVE MONEY OST

Charles Schwab
09.2024 - Current
  • Facilitated team huddles and meetings to boost collaboration and communication.
  • Resolved escalated calls, consistently achieving high customer satisfaction and meeting company objectives.
  • Conducted in-depth research to effectively address client requests using probing techniques.
  • Established a professional network across departments to expedite client issue resolutions.
  • Assisted OST representatives with complex inquiries in main chat support.
  • Delivered timely responses while managing high-volume interactions with clients and

partners.

  • Maximized role versatility to provide comprehensive support for team members.

SPECIALIST MOVE MONEY OST

Charles Schwab
12.2021 - 09.2024
  • Established client trust through consistent delivery of exceptional service.
  • Implemented quality-focused strategies to drive operational change and achieve ambitious goals.
  • Applied critical thinking to analyze problems and evaluate solutions for informed decisions.
  • Facilitated effective communication with internal business partners via chat support.
  • Enhanced client experience through B2E Standard Work, emphasizing Innovative Mindset.
  • Demonstrated strong client focus, professionalism, and creativity in daily operations.

LEAD TELLER

Wells Fargo & Company
05.2018 - 11.2021
  • Trained and mentored new tellers on bank procedures and customer service standards.
  • Investigated and resolved patron account issues swiftly.
  • Identified and prevented fraudulent activities and suspicious transactions.
  • Monitored teller operations for red flags and approved large transaction overrides.
  • Ensured compliance with bank regulations to mitigate financial risks.
  • Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.

Education

HIGH SCHOOL DIPLOMA -

Irvin High School
05.2010

COMPLETED COURSEWORK TOWARDS SOME COLLEGE (NO DEGREE) - ACCOUNTING AND FINANCE

The University of Texas At El Paso
El Paso, TX

COMPLETED COURSEWORK TOWARDS SOME COLLEGE (NO DEGREE) - EDUCATION

El Paso Community College

Skills

  • Customer service excellence
  • Client relationship management
  • Conflict resolution skills
  • Quality assurance standards
  • Regulatory compliance knowledge
  • Multitasking abilities
  • Genesys proficiency
  • Industry expertise
  • Attention to detail

Accomplishments

  • Charles Schwab OST 2022 One time Quarterly Champion
  • Charles Schwab OST 2024 One time Quarterly Champion

ACTIVITIES

Charles Schwab WINS Erg group Charles Schwab Engagement activators

Timeline

SR. SPECIALIST MOVE MONEY OST

Charles Schwab
09.2024 - Current

SPECIALIST MOVE MONEY OST

Charles Schwab
12.2021 - 09.2024

LEAD TELLER

Wells Fargo & Company
05.2018 - 11.2021

COMPLETED COURSEWORK TOWARDS SOME COLLEGE (NO DEGREE) - ACCOUNTING AND FINANCE

The University of Texas At El Paso

COMPLETED COURSEWORK TOWARDS SOME COLLEGE (NO DEGREE) - EDUCATION

El Paso Community College

HIGH SCHOOL DIPLOMA -

Irvin High School
CRYSTAL SANCHEZ