Summary
Overview
Work History
Education
Skills
Languages
Affiliations
References
Timeline
Generic

Maybeth Rodriguez

West Jordan,UT

Summary

Proven leader in customer engagement and strategic growth, I leveraged team management and product knowledge at Mountain America Credit Union to enhance client satisfaction and streamline operations. Skilled in issue resolution and continuous improvement, I boosted revenue by identifying market opportunities and fostering key relationships, achieving notable success in sales and service excellence.

Overview

28
28
years of professional experience

Work History

Customer Service Representative Team Lead

Mountain America Credit Union
West Jordan, UT
02.2021 - 02.2025
  • Created a customer service policy to ensure customers were satisfied with products or services.
  • Reconciled daily sales, prepared bank deposits and assessed financial transaction reports.
  • Formed and sustained strategic relationships with clients.
  • Developed relationships with key stakeholders, such as suppliers and vendors, in order to secure advantageous terms for the company.
  • Monitored cash flow to ensure proper budgeting of resources.
  • Ensured compliance with all local laws and regulations related to the business operations.
  • Oversaw daily operations of the business and provided guidance when needed.
  • Established strong relationships with vendors to ensure quality products at competitive prices.
  • Resolved issues quickly through meticulous research and quick decision-making.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.

Business Owner

Lumart Travel
San Sebastian, PR
05.2014 - 12.2019
  • Created a customer service policy to ensure customers were satisfied with products or services.
  • Reconciled daily sales, prepared bank deposits and assessed financial transaction reports.
  • Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
  • Negotiated contracts with vendors for supplies and services.
  • Initiated cost-cutting measures when necessary without sacrificing quality of products or services.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Formed and sustained strategic relationships with clients.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Conducted market research to identify new opportunities for growth.
  • Developed relationships with key stakeholders, such as suppliers and vendors, in order to secure advantageous terms for the company.
  • Determined pricing for products or services based on costs and competition.
  • Created effective business plans to focus strategic decisions on long-term objectives.
  • Reviewed financial statements on a monthly basis in order to assess financial health of the organization.
  • Participated in trade shows, conventions, and other events related to industry promotion.
  • Set pricing structures according to market analytics and emerging trends.
  • Established favorable relationships with vendors and contractors, facilitating contract negotiation and development of marketing and sales strategies.
  • Improved company's quality and productivity by streamlining systems and processes.
  • Forecasted customer demand to set prices or credit terms for goods or services.
  • Ensured compliance with all local laws and regulations related to the business operations.
  • Kept up-to-date on regulatory changes affecting business operations.
  • Oversaw daily operations of the business and provided guidance when needed.
  • Established strong relationships with vendors to ensure quality products at competitive prices.
  • Resolved issues quickly through meticulous research and quick decision-making.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Managed operations budgeting, accounts payable and accounts receivable and payroll.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Implemented systems for tracking sales performance and analyzing data trends in order to maximize profitability.
  • Analyzed competitor's pricing and product offerings in order to remain competitive within the market.
  • Scheduled maintenance activities for equipment used by the business.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Wholesale and Account Services Representative

Hectours
Ponce, PR
03.1997 - 04.2014
  • Identified and developed new markets for products or services.
  • Collaborated with marketing team to create promotional materials for target customers.
  • Directed and coordinated products, services and sales activities.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Established relationships with key clients, while maintaining existing customer base.
  • Delivered sales presentations focused on offerings and unique advantages over competitors.
  • Established new accounts and serviced existing accounts maintaining professional relationships.
  • Coached, developed and motivated team to achieve revenue goals.
  • Developed and implemented sales strategies to increase market share.
  • Analyzed data to identify trends in customer behavior and develop plans accordingly.
  • Analyzed customer data to identify trends, preferences, and opportunities for growth.
  • Participated in negotiations with vendors regarding product purchases or contracts.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Maintained accurate records of all transactions between customers and company representatives.
  • Performed sales consultations and educated clients on products and services.
  • Developed and significantly grew assigned territory using strong engagement and marketing skills.
  • Assisted senior management in developing long-term strategic goals for the company's growth.
  • Executed strategic sales plans to expand customer base and revenue.
  • Supported sales team members to drive growth and development.
  • Created and presented monthly reports to management on sales performance.
  • Provided technical support for customers when needed, answering questions about product features and capabilities.
  • Resolved customer complaints regarding sales and service.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Maintained updated knowledge through continuing education and advanced training.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Identified needs of customers promptly and efficiently.
  • Worked with cross-functional teams to achieve goals.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Completed day-to-day duties accurately and efficiently.

Education

Masters of Education - English-as-a-Second-Language Education

Universidad Del Turabo
Puerto Rico
06-2009

Bachelor of Science - Geography

Brigham Young University
Provo, UT
04-1985

Skills

  • Issue resolution
  • Product knowledge
  • Complaint handling
  • Team management
  • Outside sales
  • Federal regulations
  • Inside sales
  • Continuous improvement

Languages

English
Professional
Spanish
Professional

Affiliations

  • Master Baker
  • World Traveler

References

References available upon request.

Timeline

Customer Service Representative Team Lead

Mountain America Credit Union
02.2021 - 02.2025

Business Owner

Lumart Travel
05.2014 - 12.2019

Wholesale and Account Services Representative

Hectours
03.1997 - 04.2014

Masters of Education - English-as-a-Second-Language Education

Universidad Del Turabo

Bachelor of Science - Geography

Brigham Young University

Similar Profiles

CREATE PROFILE
Maybeth Rodriguez