Nelson Diaz
Woodside
Summary
Dedicated individual with a solid foundation in customer service and communication, consistently delivering results through effective problem-solving and a proactive approach. Adept at fostering team collaboration, adapting to changing needs, and enhancing client satisfaction. Possesses strong skills in conflict resolution, data entry, and time management, with a focus on achieving organizational goals.
Overview
2
2
years of professional experience
Work History
Contact Representative
Internal Revenue Service, IRS
01.2025 - Current
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Prevented costly penalties for clients by ensuring full adherence to federal and state regulatory requirements.
- Utilized tax-related software such as IDRS to prepare and process returns and research tax matters.
Associate Banker
J.P Morgan Chase
06.2023 - 08.2024
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Financial Services Agent
Flagstar Bank, FSB
09.2022 - 06.2023
- Developed strong relationships with clients through active listening and personalized recommendations, leading to higher retention rates.
- Increased client satisfaction by providing timely and accurate financial advice tailored to individual needs.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Education
Criminal Justice
Borough of Manhattan Community College
New York, NYMiddle College Highschool
Long Island City, NY06.2020
Skills
- Data entry proficiency
- Problem-solving skills
- Verbal and written communication
- Product knowledge
- Documentation and reporting
- Adaptability and flexibility
Timeline
Contact Representative
Internal Revenue Service, IRS
01.2025 - Current
Associate Banker
J.P Morgan Chase
06.2023 - 08.2024
Financial Services Agent
Flagstar Bank, FSB
09.2022 - 06.2023
Criminal Justice
Borough of Manhattan Community College
Middle College Highschool
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