Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Luis Romero

Queens

Summary

A results-driven professional with over 15 years of customer service and sales experience. Proven success in driving customer satisfaction, increasing revenue, and reducing costs by leveraging strong problem-solving and communication skills. Recognized for ability to develop relationships with clients and create innovative solutions to meet their needs. Detail-oriented, with extensive experience in telecommunications. Troubleshoots highly technical, complex issues with ease and patience delivering support knowledge.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Member Services Representative II

Municipal Credit Union
02.2024 - Current
  • Maintained high customer satisfaction standards to meet or exceed targets.
  • Cross-trained and backed up other customer service managers.
  • Responded to customer requests for products, services, and company information.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Responded to members inquiries to clarify payroll issues regarding wages, deductions and taxes.
  • Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.
  • Used ability to develop and implement creative solutions to complex problems.

Account Manager

Sodexo USA
04.2019 - 10.2023
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Oversaw new business development and customer servicing.
  • Liaised between account holders and various departments.
  • Provided primary customer support to internal and external customers.

Personal Banker

BB&T
11.2016 - 02.2019
  • Determined customers' financial services needs and prepare proposals to sell services that address these needs
  • Maintained records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
  • Contacted customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
  • Devoted to building long term relationships with customers by phone
  • Attained successful sales performance standards by active involvement in entire product marketing campaigns, referral programs and sales development activities.

Personal Banker

WELLS FARGO
11.2015 - 11.2016
  • Responded to all customer queries and issues after performing appropriate research
  • Upheld bank security policies and procedures in all conducted business
  • Regulated and updated customer profiles on a regular basis
  • Performed all duties along with responsibilities complying with set procedures and regulations
  • Carried out special services for customers, such as ordering bank cards and checks
  • Identified transaction mistakes when debits and credits do not balance
  • Resolved problems or discrepancies concerning customers' accounts
  • Explained, promoted, or sold products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.

Education

High School Diploma - General Studies

Lindsey Hopkins Technical College
Miami, FL

Skills

  • Inside and Outside Sales,
  • Microsoft Office
  • Account Management
  • Service, Business Development, CRM Software,
  • Teamwork and Collaboration, Account Servicing
  • Verbal and Written Communication, Salesforce, Sales Management, Financial Services
  • Time management expertise
  • Data entry proficiency
  • Accuracy and precision

Certification


  • PMP - Project Management Course
  • Salesforce Certification

Timeline

Member Services Representative II

Municipal Credit Union
02.2024 - Current

Account Manager

Sodexo USA
04.2019 - 10.2023

Personal Banker

BB&T
11.2016 - 02.2019

Personal Banker

WELLS FARGO
11.2015 - 11.2016

High School Diploma - General Studies

Lindsey Hopkins Technical College

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