Felipe Pires
Boca Raton,FL
Summary
Customer-focused and skilled in engaging clients and matching them with tailored financial solutions. Strong communicator with a proven ability to resolve issues and enhance customer loyalty. Motivated team player with a solid work ethic and adaptability, committed to delivering exceptional service and mastering new challenges.
Overview
6
6
years of professional experience
Work History
Personal Banker
Wells Fargo
Delray Beach, Florida
03.2024 - 12.2025
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted clients with account openings and financial product inquiries.
- Resolved customer issues by providing tailored solutions and support.
- Educated customers on banking services and digital tools to enhance their financial literacy.
- Built rapport with clients to effectively address financial needs and strengthen branch loyalty.
- Described promotional offers and utilized persuasive techniques to upsell services, increasing client engagement with additional banking solutions.
- Maintained compliance with bank policies and regulatory requirements.
- Followed operational standards, promoting security, risk management and compliance.
Collections Agent
626 Holdings
Boca Raton, Florida
05.2023 - 03.2024
- Negotiated payment arrangements with customers during inbound collections calls, enhancing customer satisfaction and collection rates.
- Created repayment plans based on account holders' financial status and repayment abilities.
- Investigated historical data for each debt or bill to identify concerns and determine optimal course to bring account current.
- Identified and implemented process improvements within collections department, streamlining operations and increasing efficiency.
- Delivered customer service support with professionalism during sensitive conversations, fostering positive customer relationships.
Bank Teller
TD Bank
Coconut Creek, Florida
02.2022 - 02.2023
- Processed customer transactions accurately and efficiently using TD Bank systems.
- Executed cash handling duties, ensuring accuracy in counting currency, coins, and checks.
- Maintained cash drawer integrity through regular balancing and reconciliation.
- Assisted customers with account inquiries, enhancing their understanding of relevant products.
- Educated clients about online banking features and mobile app functionalities.
- Ensured compliance with bank policies and procedures during daily operations.
- Trained new tellers on operational procedures and customer service standards, ensuring consistent service quality.
Bank Teller
Wells Fargo
Fort Lauderdale, Florida
06.2021 - 02.2022
- Processed financial transactions including money orders and cashier checks at the bank.
- Managed customer check orders and processed stop payment requests, ensuring timely service and compliance with bank policies.
- Managed daily reports, ensuring compliance with bank policies and procedures.
- Explained features of various banking products to customers, facilitating informed decision-making and enhancing product uptake.
- Collaborated with team members to improve customer service experiences, resulting in increased customer satisfaction.
- Detected and reported suspicious activities to management to maintain security standards.
Server
Sal's Italian Restaurant & Pizzeria
Lake Worth, Florida
01.2020 - 04.2021
- Delivered exceptional customer service to create memorable dining experiences.
- Provided excellent customer service to ensure satisfaction.
- Addressed customer inquiries and resolved issues efficiently to ensure satisfaction.
- Served food and beverages in a timely manner to patrons.
- Assisted in training new staff on restaurant procedures and service standards.
- Maintained cleanliness and organization of dining area and tables.
- Executed opening and closing duties, including setting up dining area and restocking supplies to maintain operational flow.
Education
Bachelor of Arts - Business Communication
Florida Atlantic University
Boca Raton, FL08-2024
Skills
- Financial analysis
- Customer service
- Problem solving
- Relationship building
- Effective communication
- Sales techniques
- Written communication
- Customer satisfaction
- Banking policies and procedures
- Relationship management
References
References available upon request.
Languages
Portuguese
Native/ Bilingual
Spanish
Limited
Timeline
Personal Banker
Wells Fargo
03.2024 - 12.2025
Collections Agent
626 Holdings
05.2023 - 03.2024
Bank Teller
TD Bank
02.2022 - 02.2023
Bank Teller
Wells Fargo
06.2021 - 02.2022
Server
Sal's Italian Restaurant & Pizzeria
01.2020 - 04.2021
Bachelor of Arts - Business Communication
Florida Atlantic University