Indira Cepero-Villa
Client Service Associate
Rockaway,NJ
Summary
Successful Client Service Representative with 10 + years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Client Service Representative
UBS Wealth Management
03.2022 - Current
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Trained staff on operating procedures and company services.
- Managed Over 20-30 calls a day
- Stream Lined the Account Change of Ownership Process
Universal Banker
Valley Bank
05.2021 - 03.2022
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Evaluated client financial positions and identified most appropriate banking products.
Universal Banker
HSBC Bank
01.2019 - 06.2020
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Balanced teller drawers and ATM cash.
Insurance Sales Agent
Dan Corsaro Agency Allstate
04.2018 - 01.2019
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Analyzed customer needs to provide customized insurance solutions.
Account Service Representative
State Farm
11.2015 - 04.2018
- Educated clients on relevant policies and options and answered questions to remedy issues.
- Identified new opportunities and cultivated leads to consistently meet sales goals and increase business growth.
- Researched options and recommended services to address clients' needs.
- Trained new personnel regarding company operations, policies and services.
- Promptly responded to inquiries and requests from prospective customers.
- Cross-trained and backed up other customer service managers.
- Increased the customer retention rate to 10%
Education
Bachelor of Science - Business Administration
Saint Peter's University
Jersey City, NJ 05.2017 - 05.2017
Skills
Service Recommendations
Account Management
Database Management
Call Center Experience
CRM Software
Problem-Solving
Critical Thinking
Certification
Licensed Insurance Producer - Life, Health, Property & Casulaty
Timeline
Client Service Representative
UBS Wealth Management
03.2022 - Current
Universal Banker
Valley Bank
05.2021 - 03.2022
Front-End Web Development- General Assembly - 2021
05-2021
Universal Banker
HSBC Bank
01.2019 - 06.2020
Insurance Sales Agent
Dan Corsaro Agency Allstate
04.2018 - 01.2019
Bachelor of Science - Business Administration
Saint Peter's University
05.2017 - 05.2017
Licensed Insurance Producer - Life, Health, Property & Casulaty
02-2017
Account Service Representative
State Farm
11.2015 - 04.2018