Summary
Overview
Work History
Education
Skills
Languages
Certification
Affiliations
Timeline
Generic

Alexi Alfaro

Vacaville

Summary

Dynamic Client Services profecional at Volkswagen with a proven track record in customer relationship management and conflict resolution. Expert in tailoring financial solutions and negotiating terms, resulting in enhanced customer satisfaction. Recognized for building lasting rapport and effectively managing a diverse client base, ensuring a seamless purchasing experience.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Client Advisor

Volkswagen
Fairfield
12.2023 - Current
  • Establishing rapport with guests and fostering long-term relationships. Collaborate closely with clients throughout the entire purchasing process to identify the vehicle that best aligns with their preferences and requirements.
  • Demonstrate proficiency in engaging and interacting with the general public, exhibiting the ability to manage and resolve a variety of sensitive situations effectively as they arise.
  • Thoroughly assess and understand customers needs, preferences, and financial considerations to provide tailored vehicle options that align with their requirements.
  • Collaborate with the Finance team to present suitable financing solutions based on customers' credit profiles, budgets, down payments, and trade-in valuations.
  • Utilize the Client Relationship Management (CRM) system to efficiently manage customer interactions, schedule appointments, and respond to online inquiries in a timely manner.
  • Utilize a high level of comfort working independently while ensuring timely completion of task assignments as necessary and maintain data base of 150+ clients.
  • Planning and executing vehicle service delivery to meet customer needs and expectations.
  • Keeping track of available vehicles and ensuring the dealership has the right mix of vehicles to meet customer demand.
  • Accompany clients on vehicle test drives while ensuring compliance with relevant laws and safety regulations.
  • Must be able to negotiate terms that are acceptable to both parties.
  • Ensuring compliance with industry regulations, laws, and standards.
  • Extensive knowledge of industry standards and best practices.
  • Oversaw sales and financing processes, ensuring a smooth experience for every customer.
  • Collaborated with Finance team to offer appropriate financing based on client profiles.
  • Utilized CRM system for efficient management of customer interactions and appointment scheduling.
  • Planned and executed vehicle service deliveries aligned with customer expectations.

Member Service Associate Teller

Redwood Credit Union
Napa
02.2018 - 07.2021
  • Developed strong working relationships with existing members to build loyalty.
  • Uphold satisfaction and quality professionalism utilizing strong interpersonal skills through interactions with clients and colleagues, building lasting relationships based on trust and respect.
  • Assist 50-200 clients by processing their monetary requests, such as withdrawals, deposits, and account issues resulting in 25 plus transactions per hour.
  • Utilize impeccable attention to detail and organizational skills to accurately calculate clients transactions resulting in handling over $30,000 per day.
  • Adhere to the Code of Federal Regulations to safeguard Member information and ensure confidentiality by following established policy and procedures.
  • Adhere with regulatory compliance and assigned training requirements.
  • Successfully memorize codes and use applicable coding formula’s into computer system for financial processing.
  • Deescalated high pressure conflicts between client and staff, providing an amicable solution that was beneficial for both parties involved.
  • Recommended specific products and services in alignment with individual needs, goals, requirements and specifications.
  • Surpassed sales goals through implementation of effective marketing strategies and cold calling.
  • Successfully performed customer transactions and inquires for money orders, cashiers checks, stop payments, deposits, withdrawals, account modifications and account closers.
  • Verified accounts for fraud prevention and recovery following security protocols.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches. Completed all required schooling and training for the essential job position.
  • Prepared a variety of different written communications, reports and documents to ensure smooth operations all while updating client information and handling sensitive documentation and confidentiality.
  • Composed professional correspondence such as letters, memos, emails.
  • Actively participated in weekly departmental meetings taking notes and summarizing action items for follow-up.
  • Participate in Credit Union committees

Hotel Operator/ Spa Concierge

Meadowood Napa Valley
Saint Helena
09.2015 - 07.2017
  • Demonstrated the ability to handle numerous tasks simultaneously, including taking reservations, providing information about hotel services and amenities, and responding to guest inquiries in a timely manner.
  • Developed a thorough understanding of PBX switchboard operation procedures; screening internal and external phone calls on multi-line systems answering incoming calls promptly and professionally.
  • Excellent organizational skills and ability to handle sensitive information and confidentiality.
  • Efficiently work in a fast-paced environment supporting and improving office functions.
  • Performed detailed administrative work accurately; taking initiative independent judgment and prioritizing work duties.
  • Provide concise basic business arithmetic, messaging, data entry, email inquiries, research, reporting, scheduling, and wake up services.
  • Provides personal and effective information about hotel facilities.
  • Participated in team meetings regularly offering ideas and suggestions for improvement of operational efficiency.
  • Utilized positive language when speaking with customers during challenging situations.
  • Demonstrated sound judgment when making decisions that affected customer satisfaction levels.
  • Handled confidential customer information with discretion following data protection laws and regulations.
  • Proactively updated the database with accurate customer contact information on a daily basis.
  • Adhered to all company policies, procedures and quality standards when handling customer inquiries.
  • Organized office supplies inventory to ensure timely ordering of materials when necessary

Administrative Coordinator File Clerk

Ford Automotive
Saint Helena
12.2010 - 04.2014
  • Processed documents and materials, disseminating information per administrative guidelines.
  • Served as secretary to business owner, sales team, and auto parts department.
  • Created new records and added materials to filing systems as needed.
  • Retrieved files in response to authorized user requests.
  • Entered document identification codes accurately into system.
  • Modified filing systems to enhance organization and efficiency.
  • Eliminated outdated materials, transferring them to inactive storage according to legal requirements.
  • Processed cash, credit, and check payments with precision.

Education

High School Diploma -

Saint Helena High Shcool
Saint Helena, CA
06-2012

Napa Valley College
Napa, CA

Skills

  • Customer relationship management
  • Customer service excellence
  • Financial expertise
  • Conflict mediation
  • Rapport building
  • Problem solving
  • Time management
  • Attention to detail
  • Team collaboration
  • Effective communication
  • Conflict resolution strategies
  • Entrepreneurial mindset
  • Professional demeanor
  • Sales and marketing acumen
  • Contract negotiation skills
  • Negotiation strategies
  • Issue resolution techniques
  • Email and telephone etiquette

Languages

Spanish
Professional

Certification

  • CPR/ AED/ First Aid Blood Born Pathogeneses Certification
  • Occupational License- State of California

Affiliations

  • Forbes Travel Guide Learning and Devolvement- Forbes 5 Star Property Award

Timeline

Client Advisor

Volkswagen
12.2023 - Current

Member Service Associate Teller

Redwood Credit Union
02.2018 - 07.2021

Hotel Operator/ Spa Concierge

Meadowood Napa Valley
09.2015 - 07.2017

Administrative Coordinator File Clerk

Ford Automotive
12.2010 - 04.2014

High School Diploma -

Saint Helena High Shcool

Napa Valley College

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Alexi Alfaro