MARIANO CABRERA
West Jordan,UT
Summary
Majority experience in Finance with earlier experience in sales, retail and customer satisfaction. Personable, friendly and solution-oriented Customer Service with over 8 years of experience in service and support. Customer-focused team player offering expertise in conflict mediation, time management and sales. Dedicated to customer loyalty and satisfaction. Enthusiastic client services professional with strong background directly interfacing with industry customers. Well-versed in products, services and consumer trends. Dependable achiever committed to holding highest ethical standards and maintaining customer trust.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Service Advocate
Fidelity Investments
Salt Lake City, UT
01.2024 - Current
- At Fidelity, our objective was to provide clients with outstanding customer service.
- Fidelity is a brokerage firm that covers clients' retirement funds, among other accounts. We are required to be licensed, not only to understand the product but also to improve our clients' overall experience with the firm.
- Through Fidelity, I was able to obtain my Securities Industry Essential License. With the SIE I now have a greater understanding of the Investment industry and Its regulations
Associate Banker-ME
Chase Bank
Salt Lake City, UT
05.2022 - 01.2024
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Recognized by management for providing exceptional customer service.
- Maintained updated knowledge through continuing education and advanced training.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Excelled in customer OSAT scores by being able to help more customers by being bilingual.
- Completed daily cash balancing and operated ATMs. Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
PERSONAL BANKER
ZIONS BANK
Kearns, UT
05.2017 - 05.2022
- As a banker, I focus on the maintenance of accounts and improving the relationship between our consumer and business clients.
- As of July 2019, my consumer loan production increased by 40% compared to the previous quarter.
- The loan products closed include Auto Loans, HECL, Personal Loans, Check Reserves, and Credit cards.
- Prior to being a banker, I was a teller, moving up to Teller Level III, handling Vault, and staying current with banking regulations.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Education
ASSOCIATE DEGREE -
SLCC
08.2024
JORDAN HIGH SCHOOL
01.2016
Skills
- SIE License
- Notary Public 2019-2023
- NMLS
- Excel in Customer Experience
- Bilingual English/Spanish Fluent
- Quick Learner
- Creative Problem Solving
- Sales
- Problem-solving abilities
- Technologically savvy
- High-energy attitude
- Account Management
Activities
I enjoy being able to help people in general with their problems and try to find a solution. I've volunteered as a translator at a free health clinic and was involved in community activities through my bank. I plan to eventually get a degree in business marketing, so I enjoy being able to learn different aspects of the work force, I like to travel and learn about different cultures and ideas.
Affiliations
- Organizer and Manager of organized soccer groups
- Volunteer at Hope Clinic as translator
- Very social
- Generals through SLCC
Certification
- SIE
- Notary Public
- NMLS
Languages
English
Professional
Spanish
Professional
References
References available upon request.
Timeline
Customer Service Advocate
Fidelity Investments
01.2024 - Current
Associate Banker-ME
Chase Bank
05.2022 - 01.2024
PERSONAL BANKER
ZIONS BANK
05.2017 - 05.2022
ASSOCIATE DEGREE -
SLCC
JORDAN HIGH SCHOOL