Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kayleena Sosa

Fresno,CA

Summary

Result-driven Financial service representative with a strong background in customer service, financial planning, and sales. Agile with excellent communication and analytical skills and an in-depth understanding of financial products and services,

Overview

4
4
years of professional experience

Work History

Financial Services Representative

EECU
11.2022 - Current
    • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
    • Maintained updated records of all financial transactions to support traceability.
    • Advised clients on favorable investment opportunities to meet established financial goals.
    • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
    • Provided customer records, account statements, and copies of checks.
    • Processed customer transactions promptly, minimizing wait times.
    • Learned about customers' financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
    • Assisted customers with compromised debit cards and issued new credentials.

Customer Experience Colleague

Macy's
04.2020 - 07.2022
  • Encourage customer needs, helped deliver fashionable advice
  • On sales floor seeking out customers, helping and being available for customers
  • Helped customers feel confident in their own style
  • Increased sales by offering advice on purchases and promoting additional products.
  • Welcomed customers and provided assistance in locating and purchasing products.
  • Resolved customers' issues related to online purchases, late product deliveries and billing discrepancies to encourage good customer relationships

Sales Associate

Macy's
04.2019 - 01.2020
  • Customer service needs such as returns, exchanges, and online orders
  • Inventory, helped fulfill online orders
  • Opening and closing store, closing registers, and counting money to deliver it to its designated area
  • Meet loyalty goals, enroll clients in bronze, and open credit cards
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Managed returns, exchanges, and refunds in accordance with store policy.
  • Answered customer questions about sizing, accessories, and merchandise care.

Education

High School Diploma -

Fresno City College
Fresno, CA
03.2026

Skills

  • Teller Transactions
  • Account Documentation
  • Cash Handling
  • Service Sales
  • Financial Services
  • Pleasant and Personable
  • Fraud Monitoring
  • Money Handling
  • Deposit Funds
  • Cash Distribution
  • Speaking Clearly
  • Recognition of Security Risks
  • Credit and Cash Transactions

Languages

Spanish
Professional Working

Timeline

Financial Services Representative

EECU
11.2022 - Current

Customer Experience Colleague

Macy's
04.2020 - 07.2022

Sales Associate

Macy's
04.2019 - 01.2020

High School Diploma -

Fresno City College

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Kayleena Sosa