Regina Hermosa
Client Service Specialist
Sacaton,AZ
Summary
Remote professional, proficent in independent decision-making skills and sound judgment to positively impact company success. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
IRA Investment Specialist
Vantage Retirement Plans
Scottsdale, AZ
01.2021 - 06.2022
- Facilitate transactions for clients who are making investments in alternative assets using their IRA accounts
- Actively following up with clients for missing information in regard to various transactions
- First point of contact for clients with various questions, including administrative and accounting questions
- Effectively conveying information to teammates and clients about complex transactions and IRS requirements on accounts
- Continuously learning new information to provide the most effective information
Client Service Representative
Northern Trust
Tempe, AZ
10.2018 - 08.2020
- Responsible for maintaining large corporate and multi-market client relationships by upholding consistent communication and accurate information regarding vast account management and system knowledge
- Committed to timely responses with external clients and internal partners with high quality direction to avoid creating any loss situations for the department
- Proficient in handling many sensitive projects while executing required daily tasks
Credit Card Sales Representative
Bank of America
Phoenix, AZ
06.2018 - 10.2018
- Establish rapport while solving client concerns and analyzing accounts for any opportunity of product sales
- Understand client needs to recommend additional products or services to deepen relationships
- Consistently exceeded standards for quality assurance and customer surveys
Shift Supervisor
Starbucks Coffee Company
Phoenix, AZ
10.2016 - 06.2018
- Orchestrate team of 20, predicting needs of the store and coworkers
- Lead the operations of opening and closing the store
- Embody positive attitude for high costumer satisfaction with accurate orders
- Set and attain goals with Store and District Managers
Teller
Desert Financial
Scottsdale, AZ
04.2016 - 09.2016
- Assist members with wire transfers, bond purchases and other common bank transactions
- Uncover additional opportunities for deeper banking relationships through account analysis and conversation
- Uphold all banking polices, regulations and ethics while meeting or exceeding performance metrics
Shift Supervisor
Starbucks Coffee Company
Phoenix, AZ
08.2013 - 04.2016
- Oversee cash flow of the store by daily balancing of registers, safe and deposits as well as weekly audits
- Train new employees on drink creation, point of service (POS) and exceeding customer expectations
- Conduct coaching and training with peers to progress their career
Education
Associate - Science
Paradise Valley Community College
Phoenix, AZ 01.2023 - 12.2023
Skills
Highly organized
undefinedWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You read something which you thought only happened to you, and you discover that it happened 100 years ago to Dostoyevsky. This is a very great liberation for the suffering, struggling person, who always thinks that he is alone. This is why art is important.
James Baldwin
Timeline
Associate - Science
Paradise Valley Community College
01.2023 - 12.2023
IRA Investment Specialist
Vantage Retirement Plans
01.2021 - 06.2022
Client Service Representative
Northern Trust
10.2018 - 08.2020
Credit Card Sales Representative
Bank of America
06.2018 - 10.2018
Shift Supervisor
Starbucks Coffee Company
10.2016 - 06.2018
Teller
Desert Financial
04.2016 - 09.2016
Shift Supervisor
Starbucks Coffee Company
08.2013 - 04.2016
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