Edgar Camargo
Dallas,TX
Summary
Proven track record in enhancing customer satisfaction and financial planning at Chase Bank. Leveraged customer service and cash management skills to exceed client expectations, while adhering to banking regulations. Excelled in relationship building, achieving a notable increase in account sign-ups and service adoption. Demonstrated creative thinking in promoting banking products, significantly contributing to customer loyalty and financial goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Virtual Banker III
Chase Bank
10.2023 - Current
- Assisted customers with setting up or closing accounts, and signing up for new services.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
Virtual Banker I
Chase Bank
07.2022 - 10.2023
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Automotive Technician
Walmart
03.2021 - 07.2022
- Maintained a clean and organized work environment, demonstrating pride in personal workspace while contributing to overall shop cleanliness.
- Serviced vehicles according to OEM recommended maintenance schedules for oil changes, and fluid changes.
- Completed full vehicle inspections to check for leaks, damage, or other issues of concern.
Education
Lewisville High School
Lewisville, TX05.2020
Skills
- Customer Service
- Creative Thinking
- Cash Management
- Product Promotion
- Goal Planning
- Relationship Building
- Financial Planning
Certification
SIE, Series 6, Series 63, and Life Insurance
Accomplishments
- I was one of the few people who pioneered the VBIII role and assisted in its growth through client relations and funds brought to the department.
- Promoted to a Senior Banker position within the first year of employment.
Timeline
Virtual Banker III
Chase Bank
10.2023 - Current
Virtual Banker I
Chase Bank
07.2022 - 10.2023
Automotive Technician
Walmart
03.2021 - 07.2022
SIE, Series 6, Series 63, and Life Insurance
Lewisville High School
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