Raymond Marcelo Alcarion
Chula Vista,CA
Summary
Motivated travel professional with extensive experience in designing customized travel experiences and providing exceptional customer service. Proven ability to coordinate travel logistics and resolve issues swiftly, ensuring seamless client experiences. Valued for strong team collaboration and adaptability in dynamic environments. Reliable, flexible, and results-focused professional.
Overview
19
19
years of professional experience
Work History
Independent Travel Advisor
Avoya Travel
01.2024 - Current
- Cultivated strong relationships with clients through regular communication and personalized service approach.
- Developed customized travel itineraries based on client preferences and budget constraints.
- Delivered exceptional customer service by promptly addressing inquiries via phone, email, or in-person meetings 90% of the day
- Primary point of contact for resolving problems and addressing concerns related to reservations
- Booked transportation using booking engines and Sabre GDS, made hotel reservations and collected payments to optimize trip planning.
- Educated clients on necessary travel documents, insurance options, and safety precautions for each destination.
Consulting Associate & Insurance Sales
LPL Financial, La Jolla CA
05.2022 - 10.2024
- Communicate with internal colleagues within the department to ensure we meet Project deadlines and goals
- Data Entry. Accurately Entering and updating essential data.
- Consult with Financial Advisors on insurance sales opportunities. This involves questioning techniques to fully understand client needs and advisor preferences for placement and practice management.
- Maintain 70% phone talk and availability time.
- Research complex situations, set client expectations, and define the actions necessary to resolve inquiries.
- Assume ownership of inquiries and see them through to a timely resolution.
- Collaborated with compliance teams to ensure adherence to regulatory requirements, minimizing risks associated with financial operations.
Travel Advisor
AAA of Southern California, La Mesa CA
12.2015 - 05.2022
- Facilitated seamless booking processes for flights, hotels, and rental cars using advanced reservation systems.
- Develop long standing relationships with our members and build referral and repeat business.
- Led training sessions for new team members on industry standards and best practices in travel planning.
- Managed approximately 40 incoming calls and emails per day from customers.
- Makes appropriate recommendations to ensure the trip experience is more than expected and tailored to the client’s expectations.
Personal Banker
Wells Fargo Bank, Chula Vista CA
07.2013 - 11.2015
- Managed daily banking operations while ensuring compliance with regulatory standards and internal policies.
- Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
- Proficient in Microsoft Word, Excel and PowerPoint Presentations.
- Analyzed client financial needs to recommend suitable banking products and services.
- Assisted clients in account management, addressing inquiries, and resolving issues efficiently.
Private Financial Advisor
JP Morgan Chase, Chula Vista CA
01.2011 - 02.2013
- Acquire and deepen relationships with clients through comprehensive needs-based selling of Investment/Bank products.
- Collaborated with team members to streamline processes and improve overall client experience.
- Coach Personal Bankers on the sales process and create action plans to achieve desired goals.
- Developed comprehensive financial plans aligned with client goals and market conditions.
Relationship Banker
Washington Mutual Bank, Chula Vista, CA
07.2007 - 01.2011
- Analyzed customer needs to recommend appropriate financial products and services effectively.
- Facilitated account openings, closings, and maintenance for diverse clientele.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Led community outreach initiatives to promote financial literacy and enhance brand visibility in the local market.
Education
Bachelor of Arts - Applied Sciences, Public Administration, City Planning
San Diego State University
San Diego, CA01.2006
Skills
- Team player attitude
- Exceptional communication
- Travel industry experience
- Excellent customer service
- Advanced itinerary planning
- Strong interpersonal skills
- High volume environments
- Attention to detail
Other Languages
Fluent in Tagalog
Timeline
Independent Travel Advisor
Avoya Travel
01.2024 - Current
Consulting Associate & Insurance Sales
LPL Financial, La Jolla CA
05.2022 - 10.2024
Travel Advisor
AAA of Southern California, La Mesa CA
12.2015 - 05.2022
Personal Banker
Wells Fargo Bank, Chula Vista CA
07.2013 - 11.2015
Private Financial Advisor
JP Morgan Chase, Chula Vista CA
01.2011 - 02.2013
Relationship Banker
Washington Mutual Bank, Chula Vista, CA
07.2007 - 01.2011
Bachelor of Arts - Applied Sciences, Public Administration, City Planning
San Diego State University