Rosalinda Alanis
Brownsville,TX
Summary
I’m passionate about delivering outstanding customer service. Friendly, personable and always professional under stressful circumstances. True team leader dedicated to training and working as a team. Eager to learn new things.
Overview
12
12
years of professional experience
Work History
Apple Card Specialist
Teleperformance USA- Goldman Sachs Bank
10.2024 - Current
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Sales Representative
Progressive
01.2023 - 05.2024
- Responded to inquiries and explained product features and service advantages to potential customers.
- Enhanced sales performance by successfully upselling various products to existing and prospective clients.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Exceeded company sales goals for new policies.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Worked with customers while accessing, reading and inputting information into numerous applications.
- Delivered step-by-step instructions to clients on navigating system and explained self-service options.
Teller/Lead Teller
Wells Fargo
01.2017 - 08.2022
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Kept teller window areas clean, organized and fully stocked.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Completed monthly audits and managed overdraft reports.
- Performed currency transaction reports for foreign currency.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Welcomed customers and offered pleasant service during entire transaction.
- Handled daily team scheduling and properly staffed shifts.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Reduced errors by double checking transactions.
- Prepared and submitted documentation for bank records and compliance purposes.
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
- Verified amounts and integrity of every check or funds transfer.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions.
- Earned high volume of referrals as part of bank's sales incentive system.
- Evaluated, documented and provided on-going feedback to tellers to improve work performance.
Uni2
IBC Bank
05.2013 - 09.2016
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Supplied tellers with coin and currency.
- Verified amounts and integrity of every check or funds transfer.
- Verified transactions involving cashier's checks, money orders and account transfers.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Examined checks for identification and endorsement.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Prepared official checks for customer and internal bank needs.
- Reported daily averages and shortages to operations department.
Education
Some College (No Degree) - Accounting
UTB
Brownsville, TXRivera High School
Brownsville, TX06.2011
Skills
- Exceptional customer service
- Excellent communication skills
- Bilingual in Spanish & English
- Rapid 10-key data entry
- Staff management
- Quality control
- MS Office proficient
- Strong sense of banking ethics
- Safe and vault operation
- Cash dispenser operation
- Team management
- Computer skills
- Cross-Selling and Upselling
- Customer Follow-Up
- Insurance Sales Strategy
- Caller Assistance
- Active Listening
- Customer Service
- Expert problem solving
- Analytical thinking
- Documentation management
Education and Training
Brownsville, TX
Contact
Brownsville, TX 78521
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Apple Card Specialist
Teleperformance USA- Goldman Sachs Bank
10.2024 - Current
Sales Representative
Progressive
01.2023 - 05.2024
Teller/Lead Teller
Wells Fargo
01.2017 - 08.2022
Uni2
IBC Bank
05.2013 - 09.2016
Some College (No Degree) - Accounting
UTB
Rivera High School
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