Building strong relationships with our ever-expanding client base. They work on the front line to ensure that every estimate and order is handled professionally and meets the quality expectations of our clients.
- Establish and build client relationships
- Efficient order-taking and job analysis
- Quality Assurance -- final quality check
- Coordination of files for accuracy in reordering
Under the direction of the Customer Service Manager, the Customer Service Representative serves as the primary contact for external and internal customers, is responsible for making judgements and discretionary decisions that affect the operations of the organization and effectively communicates those judgements and decisions to the customer. The Customer Service Representative is also responsible for appropriately communicating customer requirements to the manufacturing team, in accordance with company policies and procedures.
The supervisor is often responsible to represent the employee's requests and to management, along with also representing the employee's case for deserving a reward. For example, if an employee deserves a promotion, the supervisor often must justify the case for promotion to the supervisor's supervisor, as well. If the employee has a rather unique personal situation that warrants special consideration by the rest of management, the supervisor must explain this situation and how it can be handled. It's not unusual for employees to sometimes see the supervisor as part of "management" while at other times seeing the supervisor as a personal friend. Develop a strategy the team will use to reach its goal
1. ESMERALDA GARCIA
408 Audubon Avenue Apt 23 ■ New York, NY 10033 ■ Phone: (347) 364-5856 ■ Email: esmesot@gmail.com
CAREER FOCUS
Skilled banker specialist with extensive experience in customer service, banking, investment accounts and retail
looking for a career opportunity. Self-efficient and team player able to prioritize multiple tasks, exercising good
judgment and confidentiality at all times.
SPECIAL SKILLS
Series 6, Series 63, and life licenses. National Mortgage Licensing System registration.
Notary Public
Proficient in Microsoft Office Programs (Word, Excel, PowerPoint)
Bilingual English/Spanish
PROFESSIONAL EXPERIENCE
Wells Fargo Bank New York, NY
Personal Banker II March 2014- Present
Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
The Personal Banker (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize
customer solutions
This starts with the profiling process and extends to investments, retirement, insurance, and Wells Trade solutions
PersonalBanker Registered (SAFE) 2s engage their Financial Advisor partners to help deliver the right solutions
for customers to succeed financially
Special emphasis is placed on providing customers with personal financial reviews and lending service.
In addition, Personal Banker (SAFE) 2s may reach out into the community by visiting businesses, make outbound
calls to customers,and conduct educational seminars in the community.
The banker’s key responsibility is to identify and offer packaged product solutions, proactively provide product
solutions and services,and initiate partner referrals that meet the customer’s needs and their financial goals.
The Personal Banker (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value
customers, ensures retention, and provides excellent service in all customer interactions.
Consistently ensures compliance with all operational regulations, sales & service processes,policies and
procedures, and completion of compliance requirements.
In addition provide support and coaching to tellers and other team members when required
Carefully review and Approve large transactions including but not limited to Wire transfers,withdrawals, etc.
Always Demonstrate excellence at managing complex customer concerns and transactions
The Personal Banker serves as a model for the Wells Fargo Customer Experience culture while embracing
diversity and maintaining ethics and integrity.
Analyzing current customer relationships and proactively contacting customers with recommendations to help
them achieve financial success
JP Morgan Chase Bank New York, NY
Relationship Banker / Small Business Specialist Jun 2011 – March 2014
Promoted to small business specialist in less than two years as a relationship banker.
Responsible of acquiring, retaining, deepen and manage relationships with our clients and with an additional focus
on small businesses.
Responsible for generating growth in balances through the sale, marketing, promotion and referralof products
utilizing a proactive and disciplined approach.
Outstanding ability to provide great customer experience and helping the Branch meet sales objectives
contributing to the success of the firm.
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial
situation; strong listening skills comfortable making outbound calls.
Managed portfolio of customers and proactively meet with them - face to face and over the phone - to discover
their financial needs and provide product and service recommendations.
Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's
financial relationship both over the phone as well as in person.
Understands how to present features,and benefits of products and services to customers with differing needs
2. Self motivated, assertive, performs well in a competitive sales environment to meet sales goals
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
Understand how to interpret numbers, trends and data to make effective decision
Also partner with specialists (such as Loan Officers,Business Bankers,and Financial Advisors), to ensure our
customers get access to experts who can help them with specialized financial needs.
Sprint Preferred Retailer - Mobile City New York, NY
Store Manager Jun 2010 - Jun 2011
Promoted from sales associate to store manager during 12-year tenure with Sprint, culminating in current
responsibility for managing all aspects of the store, achieving an outstanding customer service and employee
experience.
Responsible for all operational functions that include hiring, scheduling, training, marketing, loss prevention and
team leadership assist.
Responsible for opening/closing the store, cell phone/accessories sales,and customer service. Staying up to date
with new promotions and offers to increase sales and customer satisfaction.
Managing the inventory and ordering new products and accessories from warehouse when inventory drops to a
specified level.
Provide cell phone repair and troubleshooting services for Sprint customers. In charge of receiving and processing
credit and cash payments.
Escalona Party Imports Queens,NY
Assistant Manager Jan 2010 – Jun 2010
Assist the manager with basic office duties and inventory management.
Responsible for preparing and mail season catalogues to clients.
Assist the manager with accounts receivable and new client’s discounts using QuickBooks.
Taking merchandise orders from clients, delivering and receiving payments.
Data entry of new merchandise into Excel, invoice organization and customer service.
Make daily cash reports and shipping invoices.
EDUCATION
University of Technology of Santiago UTESA, Puerto Plata,DR, 2006 – 2007
Associates in Marketing – 40 credits earned