Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Tristan Camilo

Kissimmee,FL

Summary

High energy, result driven leader with experience leading customer service. Proven ability to drive sales with profitability as well as maintain customer satisfaction. Well-rounded background with proven strengths in consistently accurate in counts and balances.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Charles Schwab
05.2023 - Current
  • Streamlined financial processes for improved efficiency and reduced errors in transactions.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.

Teller

Wells Fargo
02.2022 - 05.2023
  • Closely worked alongside Bankers and the Branch Manager to facilitate client financial necessities including cash operations, account maintenance, and financial guidance
  • Excellent communication and comprehension skills are required to be able to read and understand official documents and communicate their contents effectively.

Customer Service Representative

Fanueil
11.2020 - 01.2022
  • Collected customer feedback and made process changes to exceed customer satisfaction goals
  • Offered advice and assistance to customers, paying attention to special needs or wants
  • Consulted with outside parties to resolve discrepancies and create effective solutions.

Sales Associate

Old Navy
07.2019 - 04.2021
  • Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise
  • Analyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs
  • Engaged with customers to effectively build rapport and lasting relationships.

Customer Service Representative

Conduent
06.2019 - 01.2020
  • Evaluated accounts and service histories to identify trends, using data to mitigate future issues
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Provided primary customer support to internal and external customers in a fast-paced environment.

Insurance Sales Agent

All State
02.2019 - 06.2019
  • Conducted research on insurance packages and investment options to generate client recommendations
  • Negotiated production goals for new policies and policy renewals with business development manager
  • Evaluated leads obtained through direct referrals, lead databases, and cold calling.

Merchandise Specialist

Victoria's Secret
03.2017 - 02.2019
  • Created interior displays to promote products in alignment with corporate sales objectives
  • Supervised team of up to eight merchandising employees and monitored adherence to company standards
  • Promoted seasonal products and trends to ensure efficient movement of stock.

Customer Service Supervisor

Winn Dixie
01.2015 - 02.2017
  • Evaluated interactions between associates and customers to assess personnel performance and customer satisfaction
  • Directed personnel training and mentored team members to promote productivity, accuracy, and commitment to friendly service.

Education

Bachelor of Science - Accounting

Capella University
Minneapolis, MN
03.2024

Associate of Arts - Business Administration

Valencia College
Orlando, FL
12.2019

Skills

  • File and data retrieval systems
  • Attention to detail
  • Microsoft Office
  • Customer service skills
  • Relationship Building
  • Leadership
  • Strategic planning
  • Coaching and development
  • Communication skills
  • Soft skills

Certification

  • SIE
  • Series 7/63

Interests

  • Anime
  • Chess
  • R&B music

Timeline

Financial Services Representative

Charles Schwab
05.2023 - Current

Teller

Wells Fargo
02.2022 - 05.2023

Customer Service Representative

Fanueil
11.2020 - 01.2022

Sales Associate

Old Navy
07.2019 - 04.2021

Customer Service Representative

Conduent
06.2019 - 01.2020

Insurance Sales Agent

All State
02.2019 - 06.2019

Merchandise Specialist

Victoria's Secret
03.2017 - 02.2019

Customer Service Supervisor

Winn Dixie
01.2015 - 02.2017

Bachelor of Science - Accounting

Capella University

Associate of Arts - Business Administration

Valencia College
Tristan Camilo