Paola Roldan
Greenacres,FL
Summary
Resourceful Customer Service Manager and Financial trade developer with over 15 years of experience executing financial and trade operations, leading teams to exceed business goals and customer expectations. Dedicated professional providing skills to prioritize and multi-task in a fast-paced working environment. Successfully works as part of a team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
23
23
years of professional experience
Work History
Customer Service Specialist
MyBambu
03.2023 - Current
- Enhanced customer satisfaction by resolving issues promptly and professionally.
- Organized documentation of client interactions for easy reference by colleagues or supervisors as needed.
- Researched and identified solutions to technical problems.
- Reduced response time for customer inquiries by streamlining communication processes.
- Established trust with clients through clear communication, patience, and understanding their unique challenges fully before offering solutions tailored to their needs.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Enhanced customer satisfaction by promptly addressing and resolving inquiries and issues.
Trade Manager
Financial Group Bancolombia
09.2003 - 06.2021
- Created and maintained large client base by meeting needs and delivering exceptional customer service.
- Analyzed customer requirements and recommended efficient investment products.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Developed excellent rapport with customers to expand opportunities for growth.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
Customer Service Specialist
Telecomunications Company Bogota
08.2001 - 10.2002
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Improved customer service wait times to mitigate complaints.
Education
Post-Degree Certificate - Finance
University Santo Tomas
12.2008
Bachelor of Science - Economic Studies
University Santo Tomas
12.2004
Skills
- Contract Negotiation and Closing Tactics
- Strategic Account Development and Management
- Consultative Sales
- Account Management
- Customer Retention
- Complaint resolution
Languages
English
Professional Working
Spanish
Native or Bilingual
Timeline
Customer Service Specialist
MyBambu
03.2023 - Current
Trade Manager
Financial Group Bancolombia
09.2003 - 06.2021
Customer Service Specialist
Telecomunications Company Bogota
08.2001 - 10.2002
Post-Degree Certificate - Finance
University Santo Tomas
Bachelor of Science - Economic Studies
University Santo Tomas
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