Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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SAUL GOMEZ

LONG BEACH,UNITED STATES

Summary

Business Banking Specialist with over 12 years of experience in the financial sector, recognized for pioneering efficient risk screening processes that enhance client satisfaction. Demonstrates exceptional leadership and customer service skills, drawing from a rich background in retail management and inventory oversight. Committed to driving business success through innovative banking solutions and fostering strong client relationships.

Overview

2
2
Languages
13
13
years of professional experience

Work History

Customer Sales and Service Expert

AT&T Mobility
12.2025 - Current
  • Assisted customers with wireless plans, device upgrades, and account changes
  • Resolved billing inquiries and service issues using CRM and account systems
  • Recommended products and accessories aligned with customer needs and usage
  • Processed activations, transfers, and device setups with accurate documentation
  • Educated customers on plan features, promotions, and device functionality
  • De escalated calls

BUSINESS BANKING SPECIALIST

Wells Fargo
06.2021 - 04.2025
  • Small business application fulfillment. Processed digital applications for small businesses, achieving timely approvals and enhancing client satisfaction through efficient risk screening.
  • Managing a pipeline of up to 60 cases. Inbound and outbound calls.

RECEIVING MANAGER

Geodis
01.2019 - 04.2021
  • Oversaw daily operations in a high-volume receiving facility for Nutrisystem frozen foods, ensuring timely processing of shipments and boosting overall efficiency.
  • Implemented streamlined inventory tracking systems, leading to noticeable improvements in order accuracy and minimizing stock discrepancies.

PHONE BANKER 2

Wells Fargo
04.2015 - 11.2018
  • Delivered exceptional inbound customer service, addressing financial inquiries and fostering strong client relationships for enhanced satisfaction.
  • Exceeded all metrics. Peer coaching and Rising Star Program.

STYLIST

Levis
11.2013 - 03.2015
  • Collaborated with clients to deliver tailored denim solutions, enhancing customer satisfaction and creating long-term relationships.
  • Surpassed daily sales targets through effective styling and merchandising strategies, driving growth in store revenue.

Education

DIPLOMA - undefined

Arroyo Grande High School

Skills

Customer Service, Team Leadership, Store Management, Retail Banking, Inventory Management, Marketing, Sales, Visual Merchandising, Office Software

LANGUAGES

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Customer Sales and Service Expert

AT&T Mobility
12.2025 - Current

BUSINESS BANKING SPECIALIST

Wells Fargo
06.2021 - 04.2025

RECEIVING MANAGER

Geodis
01.2019 - 04.2021

PHONE BANKER 2

Wells Fargo
04.2015 - 11.2018

STYLIST

Levis
11.2013 - 03.2015

DIPLOMA - undefined

Arroyo Grande High School
SAUL GOMEZ