Juan Carbonell
Miami, Florida,United States
Summary
A customer-focused banking professional who thrives in both in-branch and remote environments. My universal banking foundation equips me to handle everyday banking needs and drive product adoption, while my relationship banking strength ensures long-term client loyalty and expanded financial solutions. My remote reservations experience reinforces my ability to communicate clearly, manage complex itineraries, and deliver reliable service without compromising quality. I am completing a Criminal Justice degree at FIU, which enhances my analytical mindset and commitment to ethical standards—assets I bring to risk assessment, fraud prevention, and customer protection in financial services.
Overview
4
4
years of professional experience
1
1
year of post-secondary education
Work History
Tax Preparer
La Familia Organization
Miami, Florida
01.2026 - Current
- Prepared individual and business tax returns for diverse clientele.
- Reviewed financial documents to ensure compliance with tax regulations.
- Assisted clients in gathering necessary tax information and documentation.
- Utilized tax preparation software to streamline filing processes effectively.
Universal Banker II
TRUIST
Key Biscayne, FL
06.2025 - Current
- Processed customer transactions efficiently and accurately in a high-volume setting.
- Assisted customers with account inquiries and resolved banking issues promptly.
- Educated clients on banking products and services to enhance their financial knowledge.
- Managed customer appointments for loans and other financial services effectively.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
Customer Service Representative
Waste Management
09.2023 - 02.2024
- Responded to customer requests for products, services, and company information.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Educated customers about billing, payment processing and support policies and procedures.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Reservations Agent
American Airlines
07.2022 - 07.2023
- Managed and closed reservation calls to increase bookings by maintaining strong knowledge of resort products, services, and facilities.
- Provided customers with information about availability and pricing.
- Handled billing information over phone.
- Answered incoming phone calls and developed friendly rapport with callers while answering questions, making recommendations, and leading conversations to bookings.
Political Canvasser
VenVamos Strategies
03.2022 - 06.2022
- Collaborated with marketing team to develop promotional materials for canvassing activities.
- Delivered persuasive presentations to customers outlining products, services and benefits to increase chances of closing purchases.
- Identified customer needs to provide appropriate product solutions.
- Met and exceeded daily and weekly sales targets to contribute to overall business success.
- Conducted regular surveys and canvassing activities to identify potential customers for products and services.
- Discussed customer feedback with management to optimize customer experience.
Education
Bachelor of Science - Criminal Justice.
Florida International University
Miami, Florida., FL 01.2025 - 06.2026
Associate Degree In Science - Criminal Justice.
Miami Dade College
Miami, FloridaAssociate In Science. - Criminal Justice.
Murray State College
Tishomingo, Oklahoma.Skills
- Account updating
- Recordkeeping strengths
- Adaptability and flexibility
- Critical thinking
- Multi-line telephone operations
- Tactful and diplomatic
- Client relations
- Case management
- Financial planning
- Electronic funds transfer
- Wire transfers
- Debt management
- Branch operations
- Loan processing
- Banking software navigation
- Tax preparation
- Financial analysis
- Tax software utilization
- Documentation review
Languages
5,5
Timeline
Tax Preparer
La Familia Organization
01.2026 - Current
Universal Banker II
TRUIST
06.2025 - Current
Bachelor of Science - Criminal Justice.
Florida International University
01.2025 - 06.2026
Customer Service Representative
Waste Management
09.2023 - 02.2024
Reservations Agent
American Airlines
07.2022 - 07.2023
Political Canvasser
VenVamos Strategies
03.2022 - 06.2022
Associate Degree In Science - Criminal Justice.
Miami Dade College
Associate In Science. - Criminal Justice.
Murray State College