Guadalupe Castaneda
North Hollywood,Ca
Summary
I am a dedicated and customer-focused professional seeking a Customer Service Representative position where I can utilize my excellent communication skills, problem-solving abilities, and commitment to providing exceptional service to enhance customer satisfaction and contribute to the company's success.
Overview
12
12
years of professional experience
Work History
Customer Service Professional
Corebridge Financial
01.2021 - 09.2023
- Field policyholder/broker calls regarding all aspects of Corebridge variable, fixed, and index annuities providing information about product features, contract values, fund performance, and allocations
- Ensure a client and policy first approach is taken with each call, assist/troubleshoot online website and complex customer service issues
- Review documents for accuracy, identify issues that need to be resolved, and communicate problems to Agents/Agent Assistants and other internal departments via email/team meetings
- Process stop payment requests and reissues making sure there were no discrepancies with the accounting
- I successfully worked my way up from Customer Service Representative I to Customer Service Representative III which allowed me to take more complex calls and assist in training new hires through shadowing, chat support, and creating knowledge-based articles.
Call Center Agent
Faneuil Servicing Covered California
10.2020 - 01.2021
- Cleared consumer privacy; educated consumers on health insurance
- Adhered to company time standards for average call times, utilized company resources to assist consumers.
Call Center Agent
Provident Credit Union
08.2015 - 01.2017
- Over-the-phone banking and verification; troubleshot online banking/mobile app, provided account balances, EFT/ ACH information, shared banking information
- Worked with stressed members and found solutions to issues
- Referred members to other departments for products including loans and credit cards
- Assisted in training and providing support to new hires.
Lead Teller
Chase Bank
11.2011 - 08.2015
- Assisted customers with banking transactions: deposits, withdrawals, cash advances, and loan payments
- Responsible for the cash flow of branch, cash vault, and ATMs
- Worked my way up from teller to lead teller which allowed me to manage high cash till of 32K, gave approvals to other tellers on large or suspicious cash transactions, and processed cash audits on tellers
- BSA (Bank Secrecy Act) compliant
- Passed two successful branch audits
- Assisted in training new hires.
Education
High School Diploma -
Mercy High School
12.2003
Skills
- Customer Relationship Management (CRM)
- Technical Support
- Data Entry
- Attention to Detail
- Time Management
- Conflict Resolution
- Adaptability
- Active Listening
- Communication
- Highly Organized
- Customer service excellence
- Call Management
- Inbound and Outbound Calling
- Typing 50 WPM
Languages
Spanish
Native/ Bilingual
Timeline
Customer Service Professional
Corebridge Financial
01.2021 - 09.2023
Call Center Agent
Faneuil Servicing Covered California
10.2020 - 01.2021
Call Center Agent
Provident Credit Union
08.2015 - 01.2017
Lead Teller
Chase Bank
11.2011 - 08.2015
High School Diploma -
Mercy High School
Similar Profiles
Erica BegattoErica Begatto
Director Pension Risk Transfer Operations at Corebridge FinancialDirector Pension Risk Transfer Operations at Corebridge Financial
JOHN RIDGWAYJOHN RIDGWAY
Assistant Vice President II at Corebridge FinancialAssistant Vice President II at Corebridge Financial
Brittany WagonerBrittany Wagoner
Financial Advisor at Corebridge FinancialFinancial Advisor at Corebridge Financial
SAI SRI VARSHA UPPALAPATISAI SRI VARSHA UPPALAPATI
Data Analyst at Corebridge FinancialData Analyst at Corebridge Financial
Maui HolcombMaui Holcomb
Owner/Supervising Sound Editor at Ear Candy SoundOwner/Supervising Sound Editor at Ear Candy Sound