Esther Espinosa
Dallas,TX
Overview
12
12
years of professional experience
Work History
Bilingual Customer Service Representative
Navy Federal Credit Union
02.2023 - 01.2025
- Referred customers to other banking departments for specialized service.
- Assisted customers with banking needs and inquiries.
- Processed wide variety of retail banking transactions for personal and commercial customer's.
- Educated customers on online banking and mobile banking applications.
- Collaborated with team members to achieve branch goals and objectives.
- Assisted customers with Spanish-language inquiries in a timely and professional manner.
- Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
- Documented customer service policies, scripts and procedures in Spanish.
- Maintained high-level knowledge of bank policies, procedures, and regulations to ensure compliance in all transactions.
Bilingual Tax Preparer
Tax Plus Exetera
01.2021 - 02.2023
- Streamlined workflow by implementing effective organization strategies for client files and documentation.
- Developed customized tax planning strategies tailored to individual clients'' needs, helping them minimize liabilities while maximizing financial growth opportunities.
- Utilized advanced tax preparation software to input client data, ensuring accuracy and timeliness of return submissions.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
Membership Representative
Park South YMCA
04.2016 - 12.2020
- Assisted in budget planning for the Membership department by tracking expenses against revenue goals throughout the year.
- Collaborated with internal teams to develop promotional campaigns that effectively communicated the value of memberships to target audiences.
- Provided exceptional customer service by promptly addressing inquiries, resolving concerns, and offering tailored solutions to meet member needs.
- Analyzed available data on member demographics to create targeted messaging relevant to each segment of our audience.
Customer Service Representative
PRS Communication
01.2013 - 05.2015
- Educated customers on promotions to enhance sales.
- Cultivated customer loyalty, promoted repeat customers and improved sales.
- Responded to customer requests for products, services and company information.
- Assisted customers with setting appointments, shipping and special order requests, and arranging merchandise pick-up at other locations.
Education
GED -
El Centro College
Dallas, TX05.2011
Skills
- Customer service
- Problem-solving
- [Language] translation
- Multitasking and organization
- Script adherence
- Bilingual communication
Languages
2
Languages
Spanish
Personal Information
Title:
Languages
2
Languages
Spanish
Native or Bilingual
Timeline
Bilingual Customer Service Representative
Navy Federal Credit Union
02.2023 - 01.2025
Bilingual Tax Preparer
Tax Plus Exetera
01.2021 - 02.2023
Membership Representative
Park South YMCA
04.2016 - 12.2020
Customer Service Representative
PRS Communication
01.2013 - 05.2015
GED -
El Centro College
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