Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Max Pastor

Charlotte,NC

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

9
9
years of professional experience

Work History

Senior Deposits Customer Care Consultant

Ally Bank
Charlotte
09.2023 - Current
  • Demonstrated outstanding performance by ranking within the top quartile among fellow colleagues in Charlotte (24/152) and reaching an exceptional position among all employees company-wide (67/354) in 2023
  • Selected for special project with the Account Take Over team to mitigate wire fraud, due to high performance evaluations
  • Recognized as a Change Champion out of three professionals in Charlotte and five across the organization for leading the implementation of the new Debit Card System commencing in July 2024
  • Consistently handles the needs of premier customers with balances greater than $250,000
  • Skillfully oversees a range of IRA plans and accounts for inbound clientele
  • Executed efficient management of both Revocable and Irrevocable Trusts
  • Versed in the decedent process with inheritance procedures
  • Exceeded customer satisfaction goal of 93% with an average of 100% for the last 18 consecutive months
  • Surpassed quality target goals by applying personal knowledge base to resolve concerns
  • Created detailed documentation of all customer interactions for future reference purposes
  • De-escalated customer issues with proven conflict mediation and problem solving abilities

Deposits Customer Care Consultant

Ally Bank
Charlotte
11.2022 - 09.2023
  • Addressed up to 40 client inquiries daily regarding a wide range of financial topics
  • Achieved top evaluation scores among peers during training and nesting period
  • 1 of 19 candidates selected out of 80+ interviewed for the Deposits to Invest Trainee program
  • Adapted communication approach to meet client requirements, delivering exceptional customer satisfaction

Trainer

Personal Athletic/Sport Training
06.2017 - 11.2022
  • Created and executed specific workout programs with a wide range of clients
  • Coached a variety of different kinds of athletes and developed a specific coaching style for each
  • Analyzed pre and post training assessments data to evaluate training program efficacy
  • Adapted teaching methods according to the needs of individual learners or groups

Assistant Manager

Mattebella Vineyards
Southold, NY
10.2020 - 03.2021
  • Tracked inventory, COGS and numerous personal as well as business accounts
  • Managed relationships with high-spending business accounts by overseeing monthly product purchases
  • Documented and managed the reservation and inventory system for the entire winery
  • Participated in the entire process of grape agriculture from stemming to harvesting and distilling

Server, Bartender, Manager

Margarita Grille Restaurant
Westhampton Beach, NY
07.2015 - 10.2020
  • Developed a POS system to facilitate client transactions in a more efficient manner
  • Perfected client relationship management skills by developing diverse communication skills
  • Ensured smooth operations with responsibilities ranging from inventory control to maximizing sales performance

Education

B.S. in Business Management -

Springfield College
05.2018

Skills

  • Account Management
  • Experienced with all Microsoft products: Excel, Word, PowerPoint, etc
  • Skilled in customer service and quality management
  • Customer Relationship Management
  • Effective Communication
  • Consumer Banking
  • Multi-Task Management
  • Regulatory Compliance
  • Information Security
  • Customer Relations

Affiliations

  • Active member of every ERG group at Ally
  • Participated in Ally ERG Pride Charlotte F.C. banner presentation, involved in Ally ERG Veteran meetings on PTSD, sat in on Ally ERG Black/American American Juneteenth history presentation
  • Engaged in volunteering events such as Habitat for Humanity organizing, The Humane Society of Charlotte pet clean up and playtime, and Charlotte F.C. greater goals "Play Day"

Timeline

Senior Deposits Customer Care Consultant

Ally Bank
09.2023 - Current

Deposits Customer Care Consultant

Ally Bank
11.2022 - 09.2023

Assistant Manager

Mattebella Vineyards
10.2020 - 03.2021

Trainer

Personal Athletic/Sport Training
06.2017 - 11.2022

Server, Bartender, Manager

Margarita Grille Restaurant
07.2015 - 10.2020

B.S. in Business Management -

Springfield College

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Max Pastor