Jacob Romero
Houston,TX
Summary
- Self-driven professional with a motivated approach that contributes beyond assigned duties.
- Possesses enhanced communication skills and emotional intelligence that provides effective interaction with team members and clients.
- Demonstrates a highly positive, customer-service oriented attitude, with the ability to anticipate and fulfill customer needs.
- Demonstrates proficiency in performing detail work with numerical data and arithmetic computations.
Overview
6
6
years of professional experience
Work History
Customer Service Representative- Lead Vault Teller
Comerica Bank
03.2023 - Current
- Executed accurate and efficient handling of customer deposits, withdrawals, and transfers, ensuring precision in financial transactions
- Delivered courteous and prompt customer service to clients, addressing inquiries, and resolving issues professionally
- Conducted daily audits to ensure compliance with banking regulations and internal procedures
- Proactively educated customers on available banking products and services, leading to increased account adoption
- Handled loan payments, processed loan transactions, and provided information on loan balances to customers.
Customer Service Representative- Grocery Department Team Lead
H-E-B Grocery Company, LP
02.2019 - 02.2023
- Systematically maintain and organize inventory to keep the sales floor and backroom organized
- Analytically track sales data to order product in a strategic matter
- Effectively communicate the stock and delivery status of products to customers and place special orders to accommodate customer needs.
Education
Bachelor of Science, Finance -
University of Houston
Clear Lake, Texas12.2024
Bachelor of Arts, General Studies -
San Jacinto College
Pasadena, Texas12.2021
Skills
Client relationship building
Sales
Websites
Timeline
Customer Service Representative- Lead Vault Teller
Comerica Bank
03.2023 - Current
Customer Service Representative- Grocery Department Team Lead
H-E-B Grocery Company, LP
02.2019 - 02.2023
Bachelor of Science, Finance -
University of Houston
Bachelor of Arts, General Studies -
San Jacinto College