Jesse Esquivel

• Played a pivotal role in retaining valuable clients during challenging situations through proactive communication and problem-solving skills.
• Enhanced member satisfaction by providing exceptional customer service and addressing inquiries promptly.
• Championed company values by consistently demonstrating exceptional work ethic, integrity, and commitment to customer service excellence.
• Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
• Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
• Recommended specific products and services in alignment with individual needs, requirements and specifications.
• Organized successful member events that enhanced engagement and showcased the value of membership benefits.
• Participated actively in continuous improvement initiatives that bolstered member satisfaction and increased overall team performance.
• Developed targeted marketing campaigns resulting in higher conversion rates among potential customers.
• Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
• Cross-trained and provided backup support for organizational leadership.
• Increased efficiency and performance by monitoring team member productivity and providing feedback.
• Implemented and developed customer service training processes.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
• Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
• Identified areas of improvement within internal processes and contributed ideas for streamlining operations while maintaining compliance standards.
• Completed training and worked effectively under high-pressure client services environments.
• Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
• Trained staff on operating procedures and company services.

Project Management

• Lead the integration of new payment/ electronic capture systems with in branch.
• Lead the integration of new system processes and training employees on how to use and maneuver the updated processes.
• Lead the implementation of new production and sales tracking techniques to help increase client sales and accurately determine the need of training/ coaching opportunities with employees.

• Conducted thorough research to provide accurate information and recommendations, enabling informed decision-making by members.
• Delivered functionality assistance via phone and online service platforms.
• Participated actively in continuous improvement initiatives that bolstered member satisfaction and increased overall team performance.
• Championed company values by consistently demonstrating exceptional work ethic, integrity, and commitment to customer service excellence.
• Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
• Stayed up-to-date on industry trends as well as organizational product offerings, ensuring expert delivery of advice and recommendations.
• Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
• Met customer call guidelines for service levels, handle time and productivity.
• Investigated and resolved customer inquiries and complaints quickly.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.