Guadalupe Guerrero

Assist customers with banking inquiries and transactions in a fast paced remote setting. Bilingual department. Supported resolution of account management and service-related issues to enhance service quality. Applied knowledge of banking products systems and services to improve customer interactions. Oversaw resolution of account management and service-related challenges to elevate service quality. Leveraged expertise in banking products services to optimize customer engagement. Multitasking and meeting several performance metrics.

• Managed client accounts, ensuring compliance with banking regulations and policies.
• Developed financial strategies to enhance customer satisfaction and retention.
• Analyzed market trends to provide tailored banking solutions for clients.
• Streamlined loan processing workflows, reducing turnaround times significantly.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
• Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
• Educated customers on features and benefits of banking products and services.
• Opened, closed, and updated accounts for customers.
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
• Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
• Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied clients.
• Optimized currency exchange transactions, providing customers with competitive rates and increasing bank revenue from these services.

• Assisted clients with skincare treatments and product recommendations. Supported team in maintaining a clean and organized workspace. Contributed to positive client experiences through attentive service.
• Operated as an independent contractor, managing diverse projects in Lubbock, TX.
• Administered diverse facial and body treatments as a licensed skincare professional.
• Developed skincare solutions to enhance skin health and appearance.
• Assisted clients in identifying skincare needs and developing tailored services to meet individual goals. Recorded client preferences and feedback to enhance service delivery.
• Assisted in identifying suggestions and concerns to enhance product lines. Supported efforts to broaden treatment options. Contributed to sales initiatives.
• Executed sales of professional treatments and medical-quality retail skincare products.
• Assisted clients with daily living activities in at-home care settings. Managed schedules effectively to ensure timely service delivery. Organized tasks to meet customer needs efficiently.
• Identified and assessed client needs to enhance service delivery.

Assisted clients in selecting appropriate health and life insurance plans from Aetna Health, American Amicable Life Insurance, Great Western Insurance Co, Foresters, Transamerica Life Insurance Co, Mutual of Omaha, Americo Financial, John Hancock, AIG, and Prosperity. Provided support in understanding policy details and benefits. Facilitated the application process for clients seeking coverage. Licensed in multiple states.

• Engaged with moderately aged accounts in-person to address non-payment issues with a friendly approach.
• Identified and resolved operational issues to enhance workflow efficiency.
• Streamlined organizational system to enhance collections team efficiency.
• Procured conservation supplies to facilitate repairs and preventive maintenance efforts.
• Evaluated accounts consistently to prioritize collection efforts based on critical factors including due dates.
• Managed and reconciled financial amounts to ensure accuracy.
• Processed payments and adjusted account balances to ensure accurate financial records.
• Managed preparation and mailing of letters to address outstanding customer balances.
• Established payment plans to facilitate account reconciliation for customers.

• Answered calls or emails from customers and assisted with special requests or resolving complaints.
• Responded to customer questions and complaints and documented consumer communications.
• Answered incoming calls and assisted customers with questions.
• Provided solutions, recommendations, and replacements, using an empathetic approach and demeanor.
• Contact center

• Sales leader, Cash Register, Inventory.
• Consistently organized and restocked display racks to keep the store ready for customer needs.
• Revamped the store's shelves to prepare for new seasonal merchandise and planned promotions.
• Kept records of sales-related activities.
• Reviewed analytics from monthly email campaigns and followed up on areas of opportunity.
• Identified customer needs by reviewing account information and conducting needs assessments.

• Processed customers' product orders in collaboration with third-party fulfillment vendor.
• Demonstrated commitment to customer service by building productive relationships, resolving complex issues, and boosting customer loyalty.
• Managed inbound and outbound calls to respond to inquiries and resolve concerns.
• Responded to customer questions and complaints and documented consumer communications.
• Consistently met identified team and client performance metrics, goals, and deadlines.
• Contact center Bilingual customer service department