Juan Montelongo
Farmers Branch,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
11
11
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
Westlake, TX
11.2023 - Current
- Resolved customer issues efficiently, resulting in positive feedback and increased loyalty.
- Processing transactions for participants to high dollar transactions
- Being able to use my resources efficiently to help me accomplish my tasks and help the participants
- Responding empathetically to customers' concerns during difficult situations while offering they're available options
Lead Server/ Bar Manager
Dallas World Aquarium
Dallas, TX
08.2014 - Current
- Handled customer inquiries and suggestions courteously and professionally.
- Cultivated warm relationships with regular customers.
- Oversaw daily operations of service team, delegated tasks, and trained new staff.
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service.
- Kept register accurate through correct billing, payment processing, and cash management practices.
- Provided front-of-house manager with detailed customer metrics to inform stock ordering, reducing food waste and increasing profits.
- Taught staff how to deliver outstanding service to every customer without sacrificing profit objectives.
- Addressed and resolved customer complaints and issues to increase satisfaction and establish trust.
Venue Staff
Tres La Group
Dallas, TX
10.2021 - Current
- Worked well in a team setting, providing support and guidance.
- Set venue to clients satisfaction
- Managed multiple tasks simultaneously and completed all assigned duties each shift.
- Greeted customers with smile and provided friendly, knowledgeable service.
- Assisted patrons with seating by giving directions and lighting paths.
- Proven ability to learn quickly and adapt to new situations.
Machine Operator
Nebraska Furniture Mart Inc
The Colony, TX
04.2018 - 11.2018
- Completed daily production approval
- Worked with machines
- Operated machining equipment safely with team of operators.
- Complied with company and OSHA safety rules and regulations.
- Collaborated with other departments to optimize production workflows.
Education
Automotive Technology, Automotive
Brookhaven College
Dallas, TXHigh School Diploma -
Turner High School
Carrollton, TXSkills
- Microsoft Office Knowledge
- Self Motivated
- POS Systems and Ordering Platforms
- Conflict Resolution
- Calm and Professional Under Pressure
- 11 Years Excellent Client Experience Skills
- Flexible and Adaptable to Changing Environments
- Customer Obsessed
- Bilingual
- Growth Mindset
- Xtracs
- Abl/Agentbot
- Focus point
- Fprs
Languages
Spanish
Professional Working
Timeline
Financial Customer Associate
Fidelity Investments
11.2023 - Current
Venue Staff
Tres La Group
10.2021 - Current
Machine Operator
Nebraska Furniture Mart Inc
04.2018 - 11.2018
Lead Server/ Bar Manager
Dallas World Aquarium
08.2014 - Current
Automotive Technology, Automotive
Brookhaven College
High School Diploma -
Turner High School