Passionate and professional Representative leads outreach efforts, strategic direction and day-to-day function management. Proven talent at building relationships and influencing others to gain support and commitment. Excellent presentation and communication skills and comfort working in fast-paced environment.
Overview
4
4
years of professional experience
Work History
Bilingual Financial Svc Rep
First Heroes National Bank
Fort Hood, TX
10.2022 - Current
Understanding each target customer's business model, mapped out organization, and identified unique technology needs.
Answered customer inquiries promptly and professionally.
Collaborated with team members to identify areas of improvement in customer service processes.
Responding to customers' questions via telephone and written correspondence regarding insurance benefits, loans, building credit, money orders, and new account openings.
Implemented customer retention strategies to minimize turnover and build loyalty.
Developed effective improvement plans in alignment with goals and specifications.
Performed data entry tasks to update customer records in the system accurately.
Verified identity documents presented by customers before approving any transactions.
Maintained an up-to-date knowledge of bank products, services, policies, and procedures.
Issued debit cards and checks to customers upon request.
Prepared reports detailing banking activities such as transaction history, interest income earned.
Analyzed and interpreted financial data to form well-reasoned conclusions and make recommendations to financial officers.
Project Assistant Seasonal- Remote
George P. Johnson
Austin, TX
04.2022 - 04.2022
Answered customer inquiries via phone, email, and chat.
Performed research related to projects as requested by the Project Manager.
Identified communication channels to set roadmap to distribute information.
Maintain open communication by presenting regular updates on project status to customers.
Performed work according to project schedules and established quality standards.
Handled administration duties, filing, and errands.
Conferred with project personnel to identify and resolve problems.
Sales Associate
Lowe's Home Improvement Warehouse
Killeen, TX
03.2020 - 03.2021
Maintained up-to-date knowledge of store merchandise and policies.
Restocked shelves as needed to ensure sufficient inventory levels.
Assisted customers with product selection, sizing and styling.
Maintained cleanliness of store environment including floors, windows, displays.
Tracked sales performance metrics to identify trends in market place.
Provided accurate information about products, prices and services.
Greeted customers and provided exceptional customer service.
Upsold additional items based on customer interests and needs.
Conducted price checks for special orders or discounts as requested by customers.
Issued receipts, refunds, credits or change due to customers.