- English - Fluent
Saul Perez Munguia
Rancho Santa Margarita,USA
Summary
Dedicated bilingual professional with over 7 years of experience in client service, financial operations, and team leadership. Proven expertise in resolving complex client issues, enhancing customer satisfaction, and driving operational excellence. Adept at fostering relationships, streamlining processes, and collaborating with teams to achieve organizational goals while ensuring compliance with risk management policies.
Overview
7
7
years of professional experience
Work History
Sales Service Representative
First Citizens Bank
03.2023 - Current
- Deliver tailored financial solutions to clients, building trust and ensuring exceptional service.
- Manage daily operations with a strong focus on compliance, risk mitigation, and accurate transaction processing.
- Train and support customers in adopting digital banking tools, enhancing their banking experience.
- Collaborate with cross-functional teams to address client needs and resolve issues, ensuring seamless service delivery.
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
Bank Teller
Wells Fargo
11.2021 - 03.2023
- Provided prompt, professional assistance to clients, fostering strong relationships and loyalty.
- Conducted cash management, account maintenance, and ATM servicing, ensuring accuracy and efficiency.
- Promoted banking solutions tailored to client needs, contributing to increased customer retention and business growth.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Assistant Manager
Panda Restaurant Group
08.2017 - 07.2021
- Led and trained teams to deliver outstanding customer service, ensuring compliance with company policies.
- Cultivated cohesive team environment by providing clear direction and support.
- Oversaw financial reporting, inventory management, and scheduling to meet and exceed performance goals.
- Resolved customer concerns effectively, demonstrating exceptional problem-solving and interpersonal skills.
Education
High school diploma -
Laguna Hills High School
Laguna Hills, CA06.2018
Skills
- Client Relationship Management: Proven ability to build trust and maintain client satisfaction
- Problem Solving & Conflict Resolution: Skilled in addressing client concerns with tact and efficiency
- Team Collaboration & Leadership: Strong experience in leading and mentoring teams to achieve goals
- Financial Operations & Compliance: Adept at managing cash, transactions, and risk
- Customer Experience Enhancement: Focused on creating positive interactions and fostering loyalty
- Bilingual: Fluent in English and Spanish, enhancing communication with diverse clients
Languages
- Spanish - Fluent
Timeline
Sales Service Representative
First Citizens Bank
03.2023 - Current
Bank Teller
Wells Fargo
11.2021 - 03.2023
Assistant Manager
Panda Restaurant Group
08.2017 - 07.2021
High school diploma -
Laguna Hills High School
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