Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
Generic

Stephen Volquez

Columbia,SC

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

7
7
years of professional experience

Work History

Branch Banker

PNC Bank
Columbia, South Carolina
11.2023 - Current
  • Maintained updated knowledge through continuing education and advanced training.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Provided guidance to customers on the use of online banking tools and mobile applications.
  • Met with customers to analyze financial needs and maximize sales opportunities.
  • Responded promptly to customer emails, phone calls and requests for information.
  • Entered new account information into computers and filed related forms and other documents.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Maintained customer data confidentiality while inputting information into system.
  • Processed wire transfers, money orders and stop payment requests in accordance with established procedures.
  • Adhered to all laws applicable to banking operations while providing exceptional service to clients.

Teller/ Customer Service Representative

Oconee State Bank
06.2022 - 06.2023
  • Accurately and efficiently process cash transactions, including deposits, withdrawals, and currency exchanges, while maintaining a balanced cash drawer
  • Open and close accounts for customers, update account information, and assist with account-related inquiries and procedures
  • Develop a thorough understanding of the bank's products and services to effectively cross-sell and upsell relevant offerings to customers
  • Process various types of transactions, such as check cashing, money orders, traveler's checks, and cashier's checks
  • Adhere to all banking regulations, policies, and procedures to ensure compliance and safeguard customer information.

Inside Sales Representative

Verizon
04.2021 - 06.2022
  • Take inbound calls from potential customers in response to promotional communications
  • Listen to customers' needs and making appropriate recommendations
  • Promoting products and services
  • Communicating the value of any promotions.

Solutions Specialist

Verizon
12.2016 - 04.2021
  • Greet customers and determine their needs
  • Connect with customer to discover solutions with Verizon products to further enhance the customers lifestyle
  • Determine personal goals to achieve and exceed monthly sales quota
  • Provide exceptional customer service
  • Complete the following tasks to ensure a smooth daily operation of the store: attend meetings, stock accessories, count and organize inventory, Cash Management
  • Assist team members in promotion knowledge, customer escalations, training completions, and generally serve as a source of knowledge and support for the team.

Education

GED -

Butler High School
08.2009

Skills

  • Money Management
  • Sales
  • Phone Etiquette
  • Customer Service Representatives
  • Lead Generation
  • Multilingual
  • Customer Service
  • Customer Experience
  • Customer Retention
  • Customer Satisfaction
  • Compliance Assessment
  • Attention to Detail
  • Risk Management
  • Risk Analysis

Languages

Spanish
Native/ Bilingual

Timeline

Branch Banker

PNC Bank
11.2023 - Current

Teller/ Customer Service Representative

Oconee State Bank
06.2022 - 06.2023

Inside Sales Representative

Verizon
04.2021 - 06.2022

Solutions Specialist

Verizon
12.2016 - 04.2021

GED -

Butler High School
Stephen Volquez