Jazlyn Ramirez
Sunnyvale,USA
Summary
Well established in customer service and collaboration in the work place with a total of nearly 5 years in the finance industry. Committed to providing swift and efficient solutions that enhance team and customer experiences through extensive product knowledge and resources.
Overview
9
9
years of professional experience
Work History
Financial Service Representative II-III
KeyPoint Credit Union
05.2022 - Current
- Maintain individual and team productivity and quality goals
- Assisted large volume of members daily with a focus on customer satisfaction. accuracy and efficiency
- Provide personalized financial advice to members, assessing their needs and recommending products suitable
- Audit monthly work to ensure quality and accuracy of loans/accounts opened
- Collaborate with different departments/branches to improve service delivery
TELLER II
West America Bank
10.2021 - 05.2022
- Processed customer daily transactions
- Recommending financial products to customers based of need
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
CUSTOMER SERVICE REPRESENTATIVE
Ashley Furniture Homestore
01.2021 - 10.2021
CUSTOMER SERVICE REPRESENTATIVE
Kohl's Department Store
10.2016 - 03.2020
Education
Bachelor's - Psychology
CALIFORNIA STATE UNIVERSITY - Some College
Turlock, CA06.2020
High School Diploma -
LIVINGSTON HIGH SCHOOL
Livingston01.2016
Skills
- Customer service & rapport Building
- Product & service knowledge
- Task Prioritization
- Cash Handling
- Presentation skills
- Familiar with Microsoft Office tools
Accomplishments
- Presidents Circle - Met and surpassed individual sales and product goals for 2024
Languages
Spanish
Professional Working
Timeline
Financial Service Representative II-III
KeyPoint Credit Union
05.2022 - Current
TELLER II
West America Bank
10.2021 - 05.2022
CUSTOMER SERVICE REPRESENTATIVE
Ashley Furniture Homestore
01.2021 - 10.2021
CUSTOMER SERVICE REPRESENTATIVE
Kohl's Department Store
10.2016 - 03.2020
High School Diploma -
LIVINGSTON HIGH SCHOOL
Bachelor's - Psychology
CALIFORNIA STATE UNIVERSITY - Some College