Francisco Gaspar
Denver,Colorado
Summary
To secure and preserve an opportunity, where I can use my skills and knowledge that I have obtained from past employers to effectively further my career and help drive success within our company. I will work as a team player with the maximum display of Leadership, Professionalism, and integrity.
Overview
3
3
years of professional experience
Work History
Client Banking Services
Charles Schwab
06.2022 - Current
- Performed banking, business administration and financial tasks to guarantee through clients eyes service.
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of knowledge center, multiple products and varying levels of benefits within each product.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Documented customer interactions and relationships using CRM systems.
- Streamlined bank operations by implementing efficient processes and use of systems.
- Enhanced customer satisfaction with timely resolution of account issues and inquiries.
- Improved security measures for online banking, minimizing the risk of fraud and identity theft.
- Collaborated with cross-functional teams to optimize overall bank performance and achieve operational excellence.
- Enhanced customer satisfaction to adhere to company policies and procedures without any Reg E or 23b Chargebacks.
Skills
- Bilingual in Spanish
- Highly skilled in call center operations
- Multi-line phone operation proficiency
- MS Office proficient
- Exceptional communication skills
- Excellent client relationship building skills
- Customer expectations management
- Payments processing - Credit Card, ACH, Wire Transfers
- Relationship building and rapport
- Works well under pressure
- Customer relations
Timeline
Client Banking Services
Charles Schwab
06.2022 - Current
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