Esther Valera
Bronx,NY
Summary
Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
17
17
years of professional experience
Work History
Customer Service Representative
Apple Bank
New York, New York
12.2022 - Current
- Use multiple computer applications to access information and process transactions
- Promote company's products and services to current or potential customers
- Ensure all transactions are completed in compliance with federal, state and local regulations.
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Researched customer inquiries and reported findings in a timely manner.
- Responded promptly to customer emails, phone calls and requests for information.
- Cross-sold banking products such as credit cards, loans and investments.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Analyzed financial documents provided by customers to determine their needs.
- Processed loan applications according to established guidelines.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
Customer Service Representative
Bank of America
Bronx
03.2019 - 12.2022
- Use multiple computer applications to access information and process transactions
- Promote company's products and services to current or potential customers
- Ensure all transactions are completed in compliance with federal, state and local regulations.
CSR - Customer Service Representative
hsbc
New York, NY
06.2017 - 03.2019
- As a business teller, I take care of the large transactions and paperwork required for a large flow of cash shipment in and out of the branch
- I have obtained knowledge of cash control and balances.
Customer Services
CHASE BANK
Bronx, NY
01.2014 - 01.2017
- Use multiple computer applications to access information and process transactions
- Promote company's products and services to current or potential customers
- Ensure all transactions are completed in compliance with federal, state and local regulations.
Customer Services Representative
POPULAR COMMUNITY BANK
New York, NY
01.2012 - 01.2013
- Accept cash and checks for deposit and check accuracy of deposit slip
- Process cash withdrawals, receive and count working cash
- Perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks, and exchanging foreign currency.
Call Center Representative
MFG ENTERTAINMENT
New York, NY
01.2008 - 01.2012
- Answer calls and respond to emails
- Manage and resolve customer complaints
- Handle customer inquiries both telephonically and by email
- Research required information using available resources.
Education
Some College (No Degree) -
BRONX COMMUNITY COLLEGE
Bronx, NYSkills
- EXCEL
- MICROSOFT EXCEL
- MICROSOFT POWERPOINT
- POWERPOINT
- MICROSOFT WORD
- Customer Service
- Bilingual
- CSR
- Banking
- Cash handling
- Sales
- Branch operations
- Loan Processing
- Cross-Selling and Partner Referrals
- Bank Sales
- Financial Institution Regulations
- Products and Services Knowledge
- Consumer Banking
- Regulatory Compliance
- Prospect Calling
Personal Information
Title: Customer Services
Timeline
Customer Service Representative
Apple Bank
12.2022 - Current
Customer Service Representative
Bank of America
03.2019 - 12.2022
CSR - Customer Service Representative
hsbc
06.2017 - 03.2019
Customer Services
CHASE BANK
01.2014 - 01.2017
Customer Services Representative
POPULAR COMMUNITY BANK
01.2012 - 01.2013
Call Center Representative
MFG ENTERTAINMENT
01.2008 - 01.2012
Some College (No Degree) -
BRONX COMMUNITY COLLEGE