RAUL O. MENDOZA
Sicklerville,NJ
Summary
Bilingual Financial Services Associate with a background in financial planning, customer service and sales/marketing. Flexible and dependable professional with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
4
4
years of professional experience
Work History
Wholesalers Desk Analyst
FS Investments
06.2022 - 04.2023
- Called approximately 200 financial advisors per week to generate prospective leads for FL and IL wholesalers
- Completed Consultative Sales, Fund Messaging and Alternative Investments training
- Conducted research on Independent, RIA and Wirehouse advisors to uncover new opportunities
- Created monthly marketing campaigns to increase advisor engagement in FL and IL territories
- Updated weekly SalesForce records for wholesaler partners
- Developed financial reports and analyses for each respective investment product
Asset Protection Specialist
BestBuy
05.2021 - 02.2022
- Served as secondary management to a team of 4 employees
- Demonstrated customer service as an initial point of contact in store
- Reduced theft by ~7% MoM through surveillance via security cameras
- Verified over 100 customer receipts daily
- Opened and closed storefront, collected employee keys, performed store walkthrough, repositioned cameras
Customer Service Associate
Amazon
11.2018 - 12.2020
- Processed customer returns/refund requests
- Helped Team Leads manage over 20 seasonal associates
- Completed inbound/outbound activities of 150+ orders
- Provided product and service recommendations to guide customers on products to meet varying needs.
Education
BBA - Marketing
Temple University
Philadelphia, PASkills
- DATA ANALYSIS
- CRITICAL-THINKING
- RECORD-KEEPING
- BUSINESS ACUMEN
- ENTERPRISE RISK MANAGEMENT
- MICROSOFT OFFICE PROFICIENT
Languages
Spanish
Native or Bilingual
Timeline
Wholesalers Desk Analyst
FS Investments
06.2022 - 04.2023
Asset Protection Specialist
BestBuy
05.2021 - 02.2022
Customer Service Associate
Amazon
11.2018 - 12.2020
BBA - Marketing
Temple University
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