Susan Mendoza
Chandler,AZ
Summary
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Strong work ethic, adaptability, and exceptional interpersonal skills. Committed job seeker with a history of meeting company needs with consistent and organized practices.
Overview
30
30
years of professional experience
Work History
Sales Associate
Orangetheory Fitness
Chandler, AZ
01.2023 - Current
- Demonstrated product features and benefits for customers' needs.
- Handled customer complaints in a professional manner.
- Engaged customers in friendly, professional dialogue to determine needs.
- Developed trusting relationships with customers by making personal connections.
Financial Advisor
Charles Schwab & Co
Phoenix, AZ
03.2010 - 01.2020
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Developed and maintained strong client relationships through exceptional service and communication.
- Ensured compliance with regulatory requirements and adherence to industry best practices.
Traffic Specialist
Target Financial Services
Tempe , AZ
10.2000 - 09.2009
- Generated custom reports based on customer requirements using various software applications.
- Assisted with the onboarding process by providing training materials to new hires.
- Provided technical assistance when troubleshooting issues related to workforce management systems.
- Developed new-hire training materials regarding all attendance and schedule matters.
- Collaborated with senior and department leaders to develop and implement workforce plans.
- Determined appropriate schedules and made proactive adjustments to meet coverage and service objectives.
Research and Adjustments
Wells Fargo & Company
Tempe, AZ
07.1994 - 09.1999
- Reviewed customer requests for adjustments and determined appropriate action plans.
- Conducted detailed research on customer inquiries to provide accurate solutions.
- Investigated escalated cases involving complex disputes over product or service adjustments.
Education
Bachelor of Arts - Family Resources And Human Development
Arizona State University
Tempe, AZ12-1993
Skills
- Client Account Management
- Conflict Resolution
- Teamwork and Collaboration
- Data research and analysis
- Effective written and verbal communication
- Employee Onboarding
- Regulatory Compliance
Accomplishments
Reduced error rate by 50% on outgoing account transfers. Documented and implemented outgoing ACAT transfer procedures. Member of the Employee Activities Committee. Point person for Charitable gift transfers for incoming team.
Affiliations
In my spare time, I enjoy working out, group runs, traveling to new places, and hiking, My goal this year is to hike the Grand Canyon Rim to Rim.
Timeline
Sales Associate
Orangetheory Fitness
01.2023 - Current
Financial Advisor
Charles Schwab & Co
03.2010 - 01.2020
Traffic Specialist
Target Financial Services
10.2000 - 09.2009
Research and Adjustments
Wells Fargo & Company
07.1994 - 09.1999
Bachelor of Arts - Family Resources And Human Development
Arizona State University
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