Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dylan Peralta

Phoenix,AZ

Summary

TO OBTAIN A POSITION WHERE I CAN EXPAND MY KNOWLEGE WITHIN BANK OF AMERICA AND SHARE MY BEST PRACTICES WITH MY PEERS. A POSITION WHERE MY CUSTOMER SERVICE SKILLS CAN NOT ONLY IMPROVE CLIENT SATISFACTION BUT ALSO THE CUSTOMER SERVICE WE PROVIDE AS A WHOLE.

Overview

13
13
years of professional experience

Work History

OFFICER;GWIM SENIOR OPERATIONS REPRESENTATIVE

Bank of America Merrill Lynch
Chandler, AZ
06.2022 - Current

• Provided feedback to customers on the status of their claims and answered inquiries related to fraudulent activities.
• Resolved customer complaints in a timely manner, escalating issues when needed.
• Collaborated with other departments to resolve complex customer disputes
efficiently.
• Communicated effectively with customers via phone, email, or chat regarding their
accounts or any issues they may have had with fraud.
• Created detailed reports on progress and call handling to identify areas where
additional training or resources were needed in order to better assist clients.
• Assisted colleagues in floor chats to resolve client needs and get a better
understanding of different call types and the resources used to resolve.
• Provided subject matter expertise and guidance to cross-functional teams in their
development of learning a new skill.
• Provided weekend support coverage in chats to ensure there was always support on
the floor for agents in need.
• Subject matter expert in credit card skilling.
• Assisted Tier 1 with taking additional calls to help maintain service levels and ensure
the best experience for ultra high net worth clients.

Client Services Representative

Bank of America
11.2020 - 06.2022
  • Assisting with Inbound calls for both Credit Cards and Online Banking
  • Assisting with processing payments
  • Troubleshooting online and mobile issues
  • Assisting with Password Resets
  • Assisting clients with activity on their accounts

Construction Associate

Brycon Construction
07.2019 - 11.2020
  • Uses saws, cutting torches, and pipe benders to cut and hammer pipes to specifications
  • Assemble and secure pipes, tubes, and fittings by means of welding and cementing of joints
  • Inspect work sites to identify environmental hazards that can limit the safety and integrity of a pipe structure
  • Use hand or power tools to drill holes in structures, such as walks and desk, to allow for pipe passage
  • Select pipe types, size and quantity required for a pipefitting project

Supervisor

Fiserv
09.2011 - 06.2019
  • Demonstrate the ability to resolve issues exercising sound judgment, initiative, and strong critical thinking skills
  • Client Support for understanding of Collections/Provisional process flow
  • Diverse knowledge of multiple departments
  • Perform management functions such as interviewing, hiring, reviewing, mentoring, performance management, attendance tracking, and implementation of corrective action for assigned associates
  • Perform quality checks on areas of responsibility, review performance reports, and identify areas requiring improvement
  • Assign tasks and monitor progress to ensure tasks are completed in an efficient manner
  • Participate in special projects; Process Improvement Plan (Claims Guidelines, Payment Policy and Procedures)
  • Coach and provide developmental opportunities for a team of customer care associates
  • Subject Matter Expert
  • Proficient with Windows MS office, I.E
  • And Excel
  • Strong written and verbal communications
  • Coach associates to improve performance with overall metrics
  • Inbound/outbound calls
  • Research payments that are not posted and assist with navigation of Bank of America website
  • Expedite resolution for escalated situations with our clients and customers via phone and email
  • Prioritize and execute on daily deliverables
  • Demonstrate the ability to change rapidly
  • Participate in special projects; Bill Pay Usage
  • Provide support and feedback to peer group

Education

Diploma -

North High School
01.2009

Skills

Quick learner
Work well with others
Very organized
Work well in fast pace environment
Dependable
Multitasking and Prioritization
Upbeat and Positive Personality

Understanding Customer Needs

Flexible

Training and mentoring

Strong analytical skills

Research capabilities

Interpersonal Communication

Problem-solving abilities

Experience in leadership

Timeline

OFFICER;GWIM SENIOR OPERATIONS REPRESENTATIVE

Bank of America Merrill Lynch
06.2022 - Current

Client Services Representative

Bank of America
11.2020 - 06.2022

Construction Associate

Brycon Construction
07.2019 - 11.2020

Supervisor

Fiserv
09.2011 - 06.2019

Diploma -

North High School
Dylan Peralta