Yoel Batista
Lawrence,MA
Summary
Dynamic professional with a proven track record at Ira Toyota Of Manchester, excelling in customer service and client communication. Leveraged Microsoft PowerPoint to enhance BDC operations, achieving significant improvements in customer satisfaction. Demonstrates exceptional teamwork and dedication, with a notable background in financial advising and mechanical skills from Eastern Vent Systems.
Overview
9
9
years of professional experience
Work History
BDC Representative
Ira Toyota Of Manchester
Manchester, NH
01.2024 - Current
- Performed data entry into computer systems accurately and efficiently.
- Analyzed customer feedback to identify areas of improvement within BDC operations.
Service Advisor
Ira Toyota Of Manchester
Manchester, NH
04.2023 - 01.2024
- Updated databases with new and modified customer data.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Monitored customer satisfaction levels through surveys and feedback forms.
Retirement Specialist
Empower Retirement
Andover, US
09.2020 - 05.2022
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Processed customer transactions and provided receipts.
Football Player
Bridgewater State University
Bridgewater, MA
08.2016 - 12.2020
- Demonstrated commitment and responsibility towards fellow players and coaches through genuine respect and dedication to sport.
- Maintained a high level of fitness through rigorous training drills.
- Accepted constructive criticism from coaches and teammates to improve skills.
- Exercised or practiced under direction of trainers and professional coaches to develop skills, improve physical condition or prepare for competitions.
Sheet Metal Worker
Eastern Vent Systems
Pelham, US
05.2016 - 08.2020
- Utilized hand tools, portable power tools, and other equipment to cut, shape, and assemble metal components.
- Assembled ducts from prefabricated sections using screws or bolts.
- Achieved maximum efficiency by working with large crews to install ductwork in existing and new builds.
Education
Bachelor's degree - Finance
Bridgewater State University
Bridgewater, MA05.2020
High school diploma -
Greater Lawrence Technical High School
Andover, MA05.2015
Skills
- Microsoft Powerpoint
- Customer service
- Spanish
- Client communication
- Teamwork
- Retirement withdrawal strategies
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
BDC Representative
Ira Toyota Of Manchester
01.2024 - Current
Service Advisor
Ira Toyota Of Manchester
04.2023 - 01.2024
Retirement Specialist
Empower Retirement
09.2020 - 05.2022
Football Player
Bridgewater State University
08.2016 - 12.2020
Sheet Metal Worker
Eastern Vent Systems
05.2016 - 08.2020
Bachelor's degree - Finance
Bridgewater State University
High school diploma -
Greater Lawrence Technical High School