Ramon Puello
Brooklyn
Summary
Professional with experience in conducting financial transactions, ensuring compliance with banking regulations, and managing customer relationships. Demonstrated ability to assist customers with account maintenance while providing personalized support to enhance customer loyalty. Proven track record in resolving customer complaints efficiently and mentoring junior team members to foster a collaborative work environment. Skills include effective communication, problem-solving, and attention to detail, contributing to successful sales outcomes.
Overview
8
8
years of professional experience
Work History
Associate Banker
Chase Bank
Brooklyn
10.2024 - Current
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Established strong relationships with customers to increase customer loyalty.
- Ensured compliance with banking regulations and procedures in daily operations.
- Assisted customers with account opening and maintenance.
Customer Service Representative
TD Bank
Brooklyn
04.2019 - 02.2024
- Developed strong relationships with customers by providing personalized assistance and support.
- Developed positive relationships with customers through friendly interactions.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Provided exceptional customer service to ensure customer satisfaction.
- Provided accurate information about products and services to customers.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Mentored junior team members and managed employee relationships.
- Surpassed sales goals through implementation of successful marketing strategies.
Supervisor
Payless Shoes
Brooklyn
03.2017 - 01.2019
- Ensured compliance with workplace safety regulations by providing training sessions for all staff members.
- Performed monthly inventory checks to ensure sufficient stock levels for all products.
- Trained new employees on company policies and procedures.
- Monitored employee productivity levels on a regular basis to identify areas of improvement.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
Education
GED -
Brooklyn Adult Learning Center
Brooklyn , NY02-2019
Skills
- Financial transactions
- Regulatory compliance
- Customer relationship management
- Account management
- Customer service
- Team building
- Effective communication
- Problem solving
- Attention to detail
- Sales proficiency
Languages
Spanish
Native/ Bilingual
Timeline
Associate Banker
Chase Bank
10.2024 - Current
Customer Service Representative
TD Bank
04.2019 - 02.2024
Supervisor
Payless Shoes
03.2017 - 01.2019
GED -
Brooklyn Adult Learning Center