Julio R Perez
Customer Experience banker
Chicago,IL
Summary
Accomplished Customer Experience Agent with extensive experience providing quality services in challenging environments. Establishes relationships with customers, analyzes customer needs and resolves complaints. Possesses excellent communication and problem-solving skills.
Overview
4
4
years of professional experience
Work History
Customer Experience Banker
Huntington National Bank
10.2021 - Current
- Engage with customers offer products no limited to DDA and SAV accounts, offered and explain the benefits of credit cards and convinced them to submit an application, identified potential customers in need of personal loans and dig deep to get a quality application and help customers achieve their goals to the initiative by referring them to the mortgage dep
- Customer deposits and withdrawal with accuracy and speed with an average of 20 min per customer
- Customer service with explaining and walking them through the features of online banking
- Balance branch at closing from cashier/teller box to vault in general
- Open CD and explain the terms and conditions of having a CD for certain term and how the interest works and what type of interest we offer
- While offering other products that may be of their interest.
- Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
- Maintained extensive knowledge of company products to recommend items aligned with customer needs.
- Engaged in cross-selling and up-selling activities to enhance customers' experiences and generate revenue.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
Sales associate
Disney Store
05.2019 - 09.2021
- Engage with more than one guest regarding any questions from merchandise and or characters in-store and over the phone
- Maintain a neat and organized Store both on stage and backstage so that product is clearly represented and available for replenishment
- Maintain and participate in producing company visual standards to present an outstanding Store environment
- Assist with stock deliveries and replenishment to agreed standards
- Participate in markdowns, event set-up and Stage Sets
- Achieve financial and productivity goals, as agreed with the management team, through appropriate actions and use of Guest service behaviors Perform effective till transactions with speed and accuracy that enhance the Guest perception and observe all relevant protecting Company assets including cash handling, perform scripted and non-scripted events for Guests in both one-on-one and group settings
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Engaged with customers to build rapport and loyalty.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Managed efficient cash register operations.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Used in-store system to locate inventory and place special orders for customers.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
Education
Bachelor of Arts - Business Administration
National Louis University
Chicago, IL06.2017
Skills
- Spanish Bilingual
- POS Systems
- Client Follow Up
- Communication
- Conflict Resolution
- Team player
- Product Promotion
- Teller Support
- Cross-Selling and Partner Referrals
- Customer Service
- Bank Sales
- Check Cashing and Withdrawals
Volunteer Experience
Gage Park Field House, Chicago, IL, Cared for 6-year-old children, organizing games, play, and exercise, Receptionist duties of telephone responses and fielding questions about programs and availability
Languages
Spanish
Native or Bilingual
Timeline
Customer Experience Banker
Huntington National Bank
10.2021 - Current
Sales associate
Disney Store
05.2019 - 09.2021
Bachelor of Arts - Business Administration
National Louis University
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