Bachelor Of Science - Finance
Western Governors University
2023.10 - Current
Tomas Martin
Financial Planning
North Bay Village,FL
Timeline
Client Service Associate
HSBC
08.2022 - Current
Customer Experience Associate
TD Bank
03.2022 - 08.2023
Valet Parking Supervisor
Reef Partners
05.2021 - 04.2022
Associate In Arts - Theater Arts
Miami Dade College
2019.01 - 2019.12
Barista
Starbucks
01.2019 - 02.2020
Associate Of Arts And Sciences - Communications
Florida International University
2017.06 - 2018.11
Gym Receptionist
La Gorce Country Club
02.2017 - 04.2018
Work History
Client Service Associate
HSBC
North Bay Village, FL
08.2022 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and a fast-paced environment.
- Strengthened communication skills through regular interactions with others.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Identified issues, analyzed information and provided solutions to problems.
- Cultivated interpersonal skills by building positive relationships with others.
Customer Experience Associate
TD Bank
North Bay Village, FL
03.2022 - 08.2023
- Organized and detail-oriented with a strong work ethic.
Valet Parking Supervisor
Reef Partners
Miami, FL
05.2021 - 04.2022
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Trained and supervised junior customer service representatives on best practices to meet organization goals.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Exhibited high energy and professionalism when dealing with clients and staff.
Barista
Starbucks
Miami, FL
01.2019 - 02.2020
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Managed timely and effective replacement of damaged or missing products.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Promoted available products and services to customers during service, account management, and order calls.
- Trained staff on operating procedures and company services.
- Cross-trained and backed up other customer service managers.
- Delivered prompt service to prioritize customer needs.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Gym Receptionist
La Gorce Country Club
Miami, FL
02.2017 - 04.2018
- Kept front desk and lobby clean, clutter-free and orderly to present attractive atmosphere.
- Delivered gracious telephone service by answering calls knowledgeably and providing accurate information.
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Recorded equipment, facility and janitorial issues to facilitate maintenance.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Organized, maintained and updated information in computer databases.
- Confirmed appointments, communicated with clients, and updated client records.
- Handled assignments independently with good judgement and critical thinking skills.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
Education
Bachelor Of Science - Finance
Western Governors University
Salt Lake City, UT 2023.10 - Current
Associate Of Arts And Sciences - Communications
Florida International University
Miami, FL 2017.06 - 2018.11
Associate In Arts - Theater Arts
Miami Dade College
Miami, FL 2019.01 - 2019.12
Skills
- Financial Counseling
- Customer Support
- Client Meetings
- Microsoft Office
Summary
Successful banking experience with 2 years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic handling difficult situations through resourcefulness and adaptability. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Knowledgeable and dedicated customer service professional with extensive experience in wealth management industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Work Preference
Work Type
Full TimeWork Location
HybridOn-SiteRemoteImportant To Me
Company CultureCareer advancementStock Options / Equity / Profit SharingPersonal development programsLicenses
SIE
Finra Series 63
Finra Series 7
215 Life Insurance
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