Ricardo Perez

I help participants make clear decisions regarding their investment accounts by providing clear instructions over rules and policies regarding withdraws, loans or finding resources.

I help uncover and understand clients’ known and unknown needs by being knowledgeable in all products and services we offer and proficiently cross-selling, upselling or referring to meet customers' needs or requests for their banking needs.

Responsible for retaining existing customers who wish to cancel their Xfinity services by educating and re-energizing them about our products and services by providing better pricing offerings against competitor companies.