VILMA MEDINA
MENIFEE,CA
Summary
Customer Service Representative with background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective issue resolution. Committed to enhancing team performance by sharing knowledge and best practices in customer service operations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Service Representative
C3 BANK
RIVERSI, CA
05.2023 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Participated in team meetings to discuss strategies for improving overall customer service standards.
- Responded quickly to critical situations that required immediate attention from management.
- Provided proactive support by proactively reaching out to clients about their needs or concerns.
- Communicated product features, benefits, pricing information to customers accurately and professionally.
- Ensured compliance with all applicable laws when responding to customer inquiries.
- Developed strong relationships with customers through active listening and problem solving techniques.
- Managed incoming calls promptly while providing exceptional customer service throughout the entire call process.
Personal Banking Officer
CITI Bank USA
ESCONDIO, CA
02.2014 - 10.2022
- Developed relationships with clients to identify their financial needs and goals.
- Participated in weekly team meetings to discuss performance metrics.
- Conducted customer service activities such as responding to inquiries, resolving complaints, and processing account transactions.
- Assisted customers in completing loan applications and reviewed documents for accuracy.
- Maintained up-to-date knowledge of banking regulations, procedures, and policies.
- Executed compliance requirements such as KYC and AML checks prior to onboarding new customers.
- Completed all assigned tasks within established deadlines.
- Assisted in training new personnel in proper banking procedures.
- Collaborated with other departments to ensure quality service delivery to customers.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.X`
Education
High School Diploma -
Vista High School
Vista, CA08-2004
Skills
- Regulatory Compliance
- Goal-Oriented
- Customer Service
- Team building
- Business Development
- Pipeline Maintenance
- Financial product expertise
- Sales management
Languages
Spanish
Professional
Certification
- NOTARY PUBLIC
Timeline
Sales Service Representative
C3 BANK
05.2023 - Current
Personal Banking Officer
CITI Bank USA
02.2014 - 10.2022
High School Diploma -
Vista High School
- NOTARY PUBLIC
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