Jose Luis Martinez
Blackfoot,ID
Summary
Dynamic professional with a proven track record at Idaho Central Credit Union, enhancing customer relationships and streamlining processes. Excelled in database maintenance and verbal communication, achieving significant improvements in client satisfaction and operational efficiency. Skilled in both technical and interpersonal realms, adept at driving growth and exceeding sales goals through strategic planning and quality management.
Overview
8
8
years of professional experience
Work History
Member Relationship Agent
Idaho Central Credit Union
Pocatello, Idaho
12.2022 - Current
- Created professional sales presentations to effectively communicate product quality and market comparisons.
- Upsold additional products or services when appropriate in order to meet sales goals.
- Drafted contracts, purchase agreements, closing statements and leases.
- Developed customer relationships and ensured satisfaction with services.
- Analyzed performance data to identify areas for improvement and growth.
- Advised clients on market conditions, prices, mortgages, and legal requirements.
- Maintained accurate records of client interactions and transactions.
- Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
Virtual Customer Service Agent
Idaho Central Credit Union
Pocatello, ID
01.2021 - 12.2022
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Updated databases with new and modified customer data.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Collected deposits or payments and arranged for billing.
- Adhered strictly to company policies when handling customer requests.
- Prevented key account losses by researching discrepancies and correcting problems.
- Created reports summarizing customer interactions using data analytics tools.
Member Contact Center
Idaho Central Credit Union
Pocatello, Idaho
01.2019 - 08.2021
- Responded quickly to requests from internal customers regarding the status of their documents or projects.
- Submitted project documentation to management for approval, transmitting approved documents to customer.
- Created and edited documents, mail merges and graphics using diverse programs.
- Completed documents and work requests according to company standards.
- Assisted end users with resolving electronic content access issues while maintaining security standards.
- Helped members with account maintenance, transferring personal funds, document requests, and all other banking necessities.
Nutrition Services/Server
Bingham Memorial Hospital
01.2017 - 01.2018
- Prepare and pre-portion food for regular and therapeutic diets according to planned menu and production sheets
- Assemble trays according to planned menu, tray tickets, stated portion, resident food preference, and diet order and within established time schedules
- Respond to all patient inquiries thoroughly and professionally
Education
Graduate - Law Enforcement
Patrol POST
04-2021
Diploma -
Blackfoot High School
Blackfoot05-2018
Skills
- Database maintenance
- Document management
- Process improvements
- Quality management
- Resolution-oriented
- Verbal communication
- Written communication
- Organizational skills
- Proficiency in mathematics
- Cash management
- Computer skills
- POS System
- Records management
- Auditing documents
- Document formatting
- Electronic filing
- Document review
Languages
Spanish
Full Professional
Timeline
Member Relationship Agent
Idaho Central Credit Union
12.2022 - Current
Virtual Customer Service Agent
Idaho Central Credit Union
01.2021 - 12.2022
Member Contact Center
Idaho Central Credit Union
01.2019 - 08.2021
Nutrition Services/Server
Bingham Memorial Hospital
01.2017 - 01.2018
Graduate - Law Enforcement
Patrol POST
Diploma -
Blackfoot High School
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