Martin Ramos
Kissimmee
Summary
Dynamic professional with a strong background in customer service and communication. Proven ability to resolve client issues effectively while enhancing satisfaction and fostering relationships.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Business Support Manager
Expedition Consulting Engineers, LLC
Orlando
09.2025 - 12.2025
- Managed office communications and responded to client inquiries effectively.
- Supported project documentation organization using company-specific software tools.
- Assisted in preparing reports and presentations for stakeholder meetings.
- Facilitated team meetings to discuss project progress and address concerns.
- Coordinated project schedules and resource allocation for engineering teams.
Customer Care Representative
Truist Bank
Orlando
01.2025 - 09.2025
- Assisted customers with account inquiries and transaction issues.
- Provided accurate information about banking products and services.
- Resolved customer complaints through effective communication and problem-solving.
- Processed customer requests for account maintenance and updates.
- Utilized bank systems to track and manage customer interactions efficiently.
Financial Services Representative
Charles Schwab
Orlando
11.2022 - 03.2023
- Educated clients about investment options and retirement planning strategies.
- Provided personalized service to enhance client satisfaction and trust.
- Assisted clients with account inquiries and financial product information.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Resolved client issues by coordinating with internal departments effectively.
Sr Personal Banker
First Horizon Bank
Longwood
02.2022 - 10.2022
- Assisted clients with account openings and financial product inquiries.
- Educated customers on banking services and investment options available.
- Conducted thorough financial assessments to recommend suitable products.
- Processed transactions efficiently while ensuring compliance with regulations.
- Managed client portfolios to optimize their financial goals effectively.
Financial Specialist III
BankUnited
Altamonte Springs
08.2021 - 02.2022
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Assisted with customer requests and answered questions to improve satisfaction.
Sr Special Customer Process
Synchrony financial, Resolution Services
Altamonte Springs
07.2016 - 07.2021
- Handled complex legal bankruptcy, and probate accounts.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Worked with cross-functional teams to achieve goals.
- Negotiated settlements and resolved disputes.
- Provided education on laws and procedures.
Licensed Insurance Agent
Everise Corp
Orlando
09.2023 - 2024
- Assisted clients in selecting appropriate insurance products and services.
- Provided detailed information on policy options and coverage benefits.
- Handled customer inquiries regarding claims and policy changes.
- Collaborated with team members to meet client needs effectively.
- Educated clients on risk management and insurance best practices.
Education
Bachelor of Arts - Business Administration And Management
Universidad Inter-Americana De PR
San German, PR05-2002
Skills
- Time management
- Consulting
- Coaching and mentoring
- CRM software
- Customer relationship management
- Financial management
Languages
English
Full Professional
Spanish
Full Professional
Certification
02-14 Life Incl Variable Annuity Since- 10/19/2019
Timeline
Business Support Manager
Expedition Consulting Engineers, LLC
09.2025 - 12.2025
Customer Care Representative
Truist Bank
01.2025 - 09.2025
Licensed Insurance Agent
Everise Corp
09.2023 - 2024
Financial Services Representative
Charles Schwab
11.2022 - 03.2023
Sr Personal Banker
First Horizon Bank
02.2022 - 10.2022
Financial Specialist III
BankUnited
08.2021 - 02.2022
Sr Special Customer Process
Synchrony financial, Resolution Services
07.2016 - 07.2021
Bachelor of Arts - Business Administration And Management
Universidad Inter-Americana De PR