Pedro Roque
Hialeah,FL
Summary
Personable and dedicated Customer Service Representative with extensive experience in store industry. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. After a year of working experience I was entrusted with being a customer service staff, less than 4 months later I was entrusted with being a supervisor of big sales. Energetic and reliable employee well-trained in overseeing high-end merchandise environments. Proven performer leverages superior communication and relationship-building strengths. Detailed focus to increase and retain long-term customers. Bilingual Customer Service Representative with proven ability to quickly and effectively resolve complaints and issues.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
Miami Lakes, Florida
01.2024 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse coworkers to accomplish goals and address issues related to our products and services.
- Coordinated with other professionals to provide comprehensive wealth management services to clients.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
Personal Banker
Wells Fargo
Miami Lakes, FL
02.2022 - Current
- Executed wire transfers of funds in compliance with banking best practices.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Assessed and identified service delivery challenges and opportunities within local area.
- Analyzed customer information to identify opportunities for growth and expansion of services.
- Established and maintained quality strategic client relationships to deliver responsive client service and enhance new business opportunities.
- Maintained relationships with new and existing clients to expand revenue and business.
Teller
Ocean Bank
HIALEAH, FL
05.2021 - 02.2022
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Directed specific questions to appropriate branch personnel.
- Can confidently and effectively work both lobby/drive-thru.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Kept teller window areas clean, organized and fully stocked.
- Explained bank services, financial products and applicable fees to customers.
- Promoted and sold banking products and financial services.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Customer Service
Publix Super Markets
Doral, FL
08.2018 - 05.2021
- Assessed customer needs and upsold products and services to maximize sales.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Educated customers on special pricing opportunities and company offerings.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
Education
Associate of Arts -
Miami Dade College
Miami, FL05.2022
High School Diploma -
Hialeah High School
Hialeah, FL05.2019
Skills
- Credit card payment processing
- Conflict mediation
- Project management abilities
- Technologically savvy
- Route management
- High-energy attitude
- Quality assurance controls
- Product organization
- Adaptive team player
- Bilingual
- High mathematical knowledge
- Banking Policies and Procedures
- Transaction Processing
- Customer Service
- Account Maintenance
- Relationship Building
- Issues Resolution
- Verbal and Written Communication
- Wealth Management
- Opportunity Identification
- Client Acquisition and Retention
- Loan Application Advisement
- Asset Management
- Client Relationship Building
Certification
- Series 6 Certified
- Series 63 Certified
- SIE Certified
- 214 Life Insurance certified
Additional Information
- I am currently Studying to take the Series 66 certification, and I am more than willing to continue to expand my knowledge in the finance field with the Series 7 certification and any other certification I am given the opportunity to take.
Timeline
Relationship Banker
Wells Fargo
01.2024 - Current
Personal Banker
Wells Fargo
02.2022 - Current
Teller
Ocean Bank
05.2021 - 02.2022
Customer Service
Publix Super Markets
08.2018 - 05.2021
Associate of Arts -
Miami Dade College
High School Diploma -
Hialeah High School
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
YESICA CRUZYESICA CRUZ
Senior Community Health Nurse at FLORIDA DEPARTMENT OF HEALTH IN DADE COUNTYSenior Community Health Nurse at FLORIDA DEPARTMENT OF HEALTH IN DADE COUNTY