Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Estefania Nieves

Houston,TX

Summary

Experienced customer-oriented professional with strong multi-tasking skills and the ability to efficiently prioritize tasks. Demonstrates strong analytical, communication, and teamwork skills. Well-versed in building productive relationships, resolving complex issues, and earning customer loyalty. Solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Articulate, energetic, and results-oriented with an exemplary passion for developing relationships, cultivating partnerships, and growing businesses. Eager to contribute to team success and further develop professional skills. growth.

Overview

13
13
years of professional experience

Work History

Debt Consultant

Credit Associates
05.2023 - Current
  • Promoted a positive work environment among colleagues by sharing knowledge and resources when needed for collective success as a team.
  • Kept current with industry trends to ensure that compliance and best practices were consistently implemented within the organization.
  • Supported new hires by introducing them to their roles and sharing strategies that have contributed to my success and maximized opportunities.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up.

Associate Consultant

Progressive Insurance
01.2022 - 08.2022
  • Support customer inquiries and insurance policy needs by answering questions regarding account details, coverage, rates, billing issues, and general policy reviews while offering additional products.
  • Assisted 30+ clients per day, while providing successful solutions in a polite manner using active listening to ensure customer retention.
  • Incorporated cross-selling and upselling techniques to generate sales and profits.
  • Calculated adjustments, premiums, and refunds.
  • Assisted english and spanish speaking customers nationwide.
  • Interpreted calls and translated insurance documents.
  • Resolved routine and complex issues by performing detailed research.

Assistant Sales and Service Manager

Amerant Bank
05.2014 - 10.2020
  • Processed monthly teller, vault and ATM audits with zero error rate.
  • Audited quarterly, received 100% on operations, teller line duties, loan documents, signature cards, and cash limits.
  • Earned Core Deposit Award out of 22 branches.
  • Assisted customers with setting up accounts, completing loan applications and signing up for new services.
  • Responsible for keeping branch in compliance with all bank policies and procedures.
  • Coach and mentored staff on business developments, personal growth, and performance management.
  • Hired, trained and regularly mentored associates on performance-oriented strategies and customer service techniques to ensure five star service.
  • Responded to phone and online customer service requests within designated turnaround time to improve customer satisfaction ratings.

Senior Relationship Banker

BB&T Bank
03.2013 - 05.2014
  • Developed a loyal and highly satisfied customer base through proactive management of team customer service strategies
  • Handled escalated client phone calls and correspondence promptly to ensure a positive customer experience.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads

Relationship Banker

Capital One Bank
12.2011 - 03.2013
  • Expanded customer relationships by maintaining regular follow-up processes and building rapport with each customer.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • ATM custodian responsible for auditing it weekly.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.

Education

Associate of Arts -

Lonestar College
05.2011

Skills

  • Excellent Customer Service
  • Self-motivation
  • Problem-solving
  • Operations Management
  • Strategic Thinking
  • Detail-Oriented
  • Team Leadership
  • Teamwork and Collaboration
  • Adaptable to Changing Conditions
  • Professionalism and Strong work ethic

Accomplishments

Rookie of the Year, Credit Associates, 2023


Recognized for exceptional performance and rapid adaptation during the first year.

Languages

Spanish
Native or Bilingual

Timeline

Debt Consultant

Credit Associates
05.2023 - Current

Associate Consultant

Progressive Insurance
01.2022 - 08.2022

Assistant Sales and Service Manager

Amerant Bank
05.2014 - 10.2020

Senior Relationship Banker

BB&T Bank
03.2013 - 05.2014

Relationship Banker

Capital One Bank
12.2011 - 03.2013

Associate of Arts -

Lonestar College

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Estefania Nieves