Alejandra Ortiz

Team Leader

Del Taco

02.2019 - 05.2021

Helped customers find specific products, answering questions, and offering advice
Assisted customers with account updates, new service additions, and promotional offers
Wiped down counters and conveyor belt to remove debris and maintain cleanliness
Welcoming customers, answering their questions, helping them locate items, and providing advice or recommendations
Balancing the cash register and generating reports for credit and debit sales
Coach team members
Run a shift for 8 hours

Member Specialist

Sam’s Club

05.2021 - 07.2023

Ensures area of responsibility is maintained in accordance with Company policies and procedures by properly handling returns; zoning the area; arranging and organizing merchandise; and identifying shrink and damages
Provides member service by maintaining exit areas; reviewing member receipts; acknowledging the member and identifying member needs; assisting members with purchasing decisions; assisting members with locating merchandise
Provides member service by maintaining self-checkout area; resolving member issues and concerns; promoting Sam's Club products and services; providing guidance and support to members regarding self-service technology; processing member purchases; assisting with payments, returns, refunds, and exchanges according to company policies and procedures for different membership and payment types; assisting members with transactions utilizing self-checkout area
Assists with securing and safeguarding Sam's Club assets and property by observing and communicating potential criminal activity according to company policies and procedures; maintaining paperwork, logs, and other required documentation; executing emergency response procedures; and ensuring compliance with company security and safety practices
Assists with the training of Member Frontline Service associates on company processes and procedures; teaching new technology and tool functionality; delivering new program rollout training; and providing continuous learning and process improvement opportunities
Complies with company policies, procedures, and standards of ethics and integrity by implementing related action plans; using the Open Door Policy; and applying these in executing business processes and practices
Completes work assignments and priorities by using policies, data, and resources; collaborating with managers, co-workers, customers, and other business partners; identifying priorities, deadlines, and expectations; carrying out tasks; communicating progress and information; determining and recommending ways to address improvement opportunities; and adapting to and learning from change, difficulties, and feedback
Assists management with the supervision of associates in assigned area of responsibility by assigning duties to associates; communicating goals and feedback; training associates on processes and procedures, providing direction and guidance to associates on member service approaches and techniques to ensure member complaints and issues are resolved according to company guidelines; ensuring compliance with company policies and procedures; supporting the Open Door Policy and participating in recruiting, hiring, scheduling, promoting, coaching, and evaluating associates
Communicates and supports membership by providing information on membership types, programs, and benefits to current and prospective members; processing memberships, upgrades, and credit accounts; encouraging membership renewals; participating in sales and marketing events; completing and maintaining marketing recaps and other required documentation; striving to meet membership goals; and promoting the value of Sam's
Club products and services

State Farm Representative

07.2023 - Current

Establish customer relationships and follow up with customers, as needed
Use a customer-focused, needs-based review process to educate customers about insurance options
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services

Summary

Overview

Work History

Team Leader

Member Specialist

State Farm Representative

Education

Bachelor of Science - Psychology

Skills

Timeline

State Farm Representative

Member Specialist

Team Leader

Bachelor of Science - Psychology

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