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Title Customer Service Financial Planning
Target Location US-FL-Hialeah
Email Available with paid plan
Phone Available with paid plan
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AMCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLE Hialeah, FL Street Address
Dedicated and organized nancial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate eectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Financial PlanningClient RelationsSales follow-upProblem-solving skillsTeamworkAttention to detailWritten and verbal communicationRegions Bank Miami Lakes, FLFinancial Relationship Consultant03/2016 - 12/2021Reviewed documents such as wills, trusts, insurance policies for accuracy before submitting them for approval. Helped customer in opening personal and business accounts / credit cards / loan perform an outstanding customer service at all time by phone and in person help customer to make deposit/ wire transfer/ claims / dispute Gold coast / southern refrigerationHialeah, FLAssistant Manager01/2011 - 03/2016Coordinated with other departments to ensure smooth ow of operations. Developed a system for tracking inventory and ordering supplies as needed.Maintained up-to-date knowledge of company products and services. Created reports on sales trends, inventory levels, and nancial data. Communicated regularly with customers to gain insights into their needs. Resolved conicts between team members in an eective manner. Victoria Secret Pembroke Pines, FLFloor Salesperson03/2015 - 01/2016Maintained a clean, organized and safe work environment to ensure compliance with safety regulations.Encouraged customers to join loyalty programs or sign up for promotional emails.Created weekly sales reports for management review. Monitored sales oor activity to detect potential shoplifting incidents. Provided customer service by responding to complaints and resolving issues promptly.Barbara Goleman Senior High School Miami Lakes, FL High School Diploma07/2012SummarySkillsExperienceEducation and TrainingMiami Dade College Miami, FL

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