Leticia Martinez
West Point,TX
Summary
Diligent, hardworking, and knowledgeable Account Service Representative. Skilled in fielding inquiries and resolving problems using expertise in business practices and customer relations. Driven to consistently exceed sales and service quality targets.
Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
18
18
years of professional experience
Work History
Account Service Representative, Sales
KatySweet Confectioners
La Grange, TX
01.2024 - 10.2026
- As an account service representative, I manage a portfolio of key client accounts, ensuring exceptional customer satisfaction and retention. Proactively address client inquiries and concerns, providing prompt and effective solutions to maintain strong client relationships. Conducted regular business reviews with clients to identify upselling opportunities. Utilized Zoho software to track and manage client interactions, maintaining accurate, up-to-date account information for improved service. Achieve monthly sales targets by actively prospecting new clients and presenting products to meet their specific needs. Conduct cold calls to potential clients, effectively articulating the value proposition of our product. Generated leads and scheduled meetings through targeted cold calling. Build and maintain a pipeline of prospects. Assisted with in-store retail sales and cash balancing to ensure smooth operational processes.
- Managed customer accounts for confectionery orders and service requests.
- Processed order changes for seasonal candy shipments and special packaging.
- Resolved billing questions using account records and invoice details.
Intermediate Representative, Client Processing
BNY Mellon
Houston, TX
10.2020 - 12.2023
- Expertise and judgment in providing quality client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing, reconciliations, and accounting services, and updating client accounts in a timely manner. Processed updates to client accounts and company records. Investigated and corrected client breaks to ensure accurate account management. Conduct independent analysis and documentation review. Executed reconciliation of cash breaks and position differences while gathering and compiling data for audit and reporting.
- Supported client inquiries for BNY Mellon accounts and service requests.
- Processed transaction instructions using BNY Mellon operational systems and controls.
- Resolved routine account issues with clear communication and timely follow-up.
Loan Operations Assistant
National Bank and Trust
La Grange, TX
03.2019 - 04.2020
- As a Loan Operations Processor, I built loans, collected and organized all required loan documents for processing, input loans into the system, collected loan payments, reviewed and updated loan statuses daily to ensure accuracy and compliance, checked that all files were in compliance, input lateral, assisted Loan Officers with anything needing to be done, delivered customer service by greeting and assisting customers with inquiries and payments, greeted and assisted customers, received payments, balanced, created UCCs, and force-placed insurances.
- Coordinated daily branch operations for banking and trust support teams.
- Processed account maintenance requests and updated customer records accurately.
- Prepared cash balancing reports and verified teller reconciliation paperwork.
Assistant Branch Manager
First Convenience Bank
Odessa, TX
10.2013 - 08.2017
- Customer Service, Teller, Personal Banker, Vault Teller, Audit Specialist, Branch Mentor, ATM Custodian, Maintained oversight of cash flow to support banking operations., and ordered shipments for cash and bi ch supplies. Supported employees and customers by addressing their needs and collaborating with the branch manager on operational duties. Office paperwork for branch filing and organization.
Customer Service Associate
Big Lots
Odessa, TX
11.2011 - 10.2013
- Register customers, supervise cashiers, manage change and money, process customer returns and exchanges, greet customers, and help on the sales floor when needed.
Assistant Manager
Dairy Queen
La Grange, TX
10.2010 - 10.2011
- Cashier, food preparation, cash deposits, customer service, assigning team duties, counting drawers, and balancing.
Cashier/Customer Service/Sales Associate
Khol's
Houston, TX
10.2008 - 09.2010
- Cashier and sales representative, greeted customers, handled returns and exchanges.
Education
High School Diploma -
Elsik High School
Alief, TXSkills
- Solvas Digitize Notice Software English/Spanish
- Software troubleshooting
- Money Management
- Banking
- Microsoft Office
- Key Holder
- Remote
- Training
- Sales
- Management
- WSO
- Coaching/Mentoring
- Customer Service
- Solvas Asset Management
- Auditing
- Citrix
- Filing
- Expert
- Marketing
- Money Handling
- Multiple Computer Software Knowledge and Experience
- Customer Relationship Management
- Computer networking
- Windows
- Teamwork
- Retail Sales
Languages
- English
- Spanish
- Fluent
Additional information
Timeline
Account Service Representative, Sales
KatySweet Confectioners
01.2024 - 10.2026
Intermediate Representative, Client Processing
BNY Mellon
10.2020 - 12.2023
Loan Operations Assistant
National Bank and Trust
03.2019 - 04.2020
Assistant Branch Manager
First Convenience Bank
10.2013 - 08.2017
Customer Service Associate
Big Lots
11.2011 - 10.2013
Assistant Manager
Dairy Queen
10.2010 - 10.2011
Cashier/Customer Service/Sales Associate
Khol's
10.2008 - 09.2010
High School Diploma -
Elsik High School