Beatriz Resendiz
Santa Ana
Summary
Professional with a proven track record in customer service and sales, notably at Wells Fargo. Excelled in client relationship management and multitasking, consistently exceeding targets. Skilled in leveraging strong communication and organizational skills to enhance customer satisfaction and drive business growth. Passionate about adapting to new challenges and achieving excellence.
Overview
11
11
years of professional experience
Work History
Intake Representative
Sweet James
11.2024 - 01.2025
- Consistently delivered exceptional service
- Call center answering inbound calls and outbound calls
- Provided free consultations to verify with an attorney if they wanted to take their case or not
- Worked with multiple systems
- Ensure phones are not left unattended during scheduled shifts
- Open to learning new strategies and embracing feedback to grow in my role
Retail Sales Associate
Cox Communications
06.2023 - 11.2024
- Explained and highlighted our products features, while offering advice based on the customer’s desires and needs
- Maintains up-to-date knowledge of Cox products and competitor products through frequent training opportunities
- Volunteer to work in other locations in local areas
- Easily connected with others and excel at driving sales, all while ensuring customers feel valued and appreciated
- Meet and exceed targets regarding customer experience, sales, and retention
- Properly managed cash
Personal Banker
Wells Fargo
09.2018 - 03.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained compliance with bank policies and regulations
- Offered clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple and fast
- Looked for ways to contribute to the ongoing improvements of the overall branch and customer experience
- Ability to process international and domestic wire transfers
- Followed through on risk and compliance process and policies to ensure we safeguard our customers assets, maintain their privacy, and act in their best interest
- Protects the Bank’s assets In compliance with all the regulatory, legal, and ethical requirements
- Processed dispute and fraud card claim intake
- Provided assistance to other branches based on coverage requirements
- Provided notary services
Retail Sales Associate
Clark's
04.2014 - 03.2019
- Greeted customers and helped with product questions, selections, and purchases
- Consistently delivered positive sales Performance
- Organized the store merchandise and back stock
- Followed all policies and procedures related to loss prevention
- Assisted with store maintenance and merchandising to create a visually compelling environment
- Highly contribute to a comfortable work environment for all my colleagues
- Ensured completion of assigned task and responsibilities
Customer Service Representative
Wells Fargo Dealer Services
01.2017 - 09.2018
- Responded to customer requests for products, services, and company information
- Strong telephone etiquette skills
- Intermediate Microsoft Office Skills
- Ability to navigate multiple computer systems and applications
- Capable of delivering outstanding customer service by listening attentively, gathering relevant information, understanding, and resolving issues
- Properly manage payments and payoff for clients
Education
GED -
Tustin High School
Tustin, CA04-2014
Skills
Strong Verbal & written communication
skills
Active Listening
Multitasking
Customer availability & Responsiveness
Adaptability & Flexibility
Customer Service
Organizational Skills
Initiative & Self-Motivation
Client Relationship Management
Languages
Spanish
Full Professional
Timeline
Intake Representative
Sweet James
11.2024 - 01.2025
Retail Sales Associate
Cox Communications
06.2023 - 11.2024
Personal Banker
Wells Fargo
09.2018 - 03.2023
Customer Service Representative
Wells Fargo Dealer Services
01.2017 - 09.2018
Retail Sales Associate
Clark's
04.2014 - 03.2019
GED -
Tustin High School
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