EDILBERTO JR. SANTOS
Vernon,BC
Summary
Dedicated customer service professional with a strong understanding of service delivery and proven multitasking abilities. Committed to building and maintaining professional relationships to drive business results and increase profitability. Experienced in the financial services industry, assessing clients' financial situations and providing strategic advice on a range of financial products and services. Skilled in developing personalized financial plans to meet unique needs. Additionally, expertise as an expert tenured analyst, equipped with diverse knowledge and experience in analyzing market standard data, systems, and technologies. Background enhanced by a rare mix of rural family values and controlled urbanization, shaping an elite character.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Kal Tire
07.2024 - Current
- Respond to various customer service calls courteously and professionally to resolve issues during the first call or chat session.
- Utilize active listening to identify and clarify customer needs.
- Research solutions using web-based applications.
- Present customer options that encourage long-term satisfaction, referrals, and customer loyalty.
- Provide information and solutions regarding requests for product information, ‘after-sale’ service, warranty, and customer support.
- Act as Kal Tire brand ambassadors.
- Extension of the in-store team - front counter Sales and Service.
- Liaison between Customer and supplier/producer/service technician.
- Greet customers in a positive, friendly manner – establish new or existing customers, and which vehicle.
- Determine customer needs and offer solutions; order products; and schedule delivery of services.
- Sales of Tires, Wheels, Alignments and other Kal Tire services
- Recognize issues, concerns, and limitations; redirect to Store Manager or Supervisor if necessary.
- Assist new and existing team members.
- Participate in call-out campaigns for periodic maintenance and changeover scheduling.
- Other duties may be assigned as required.
- Provide information about company products and services, charges, service conditions, and availability.
- Ensure the products recommended meet the vehicle requirements and safety necessities.
- Recommend products from Kal Tire's core product line.
- Suggest service and maintenance options for long-term vehicle safety and reliability.
Financial Services Consultant
AIA Singapore Pte Ltd
01.2018 - 01.2024
- Identified target markets and sales opportunities, assessed customer financial service needs, maintained client relationships, conducted interviews to develop financial plans, researched insurance/investment products, recommended financial strategies, arranged contracts, and collected premiums.
Institutional Shareholder Services, Inc
01.2014 - 01.2017
- Searched for and processed information about companies in the US market, updated data for quality assurance, conducted research, maintained audit trails, and ensured compliance with data methodology.
Education
Bachelor of Science - Financial Management And Systems Development
San Beda University (San Beda College)
Philippines05.2011
Skills
Food handling, sanitation and Work safety
MS OFFICE (Word, Excel, Outlook)
Contracts
Negotiations
Reports
Wealth Management
Business Analysis
Customer Service
Active Listening
Critical Thinking
Problem-solving abilities
Certification
- FOODSAFE Level 1
- Financial Literacy and Social Responsibility Training Program, Ateneo School of Government
- CAPITAL MARKETS AND FINANCIAL ADVISORY SERVICES - Singapore
1. M9 - Life Insurance and Investment-Linked Policies
2. M9A - Life Insurance and Investment-Linked Policies II
3. M5 - Rules and Regulations for Financial Advisory Services
4. Health Insurance
Awards
- MDC Qualifier 2020
- MDC Qualifier 2022
Languages
English
Native or Bilingual
Tagalog
Native or Bilingual
Timeline
Customer Service Representative
Kal Tire
07.2024 - Current
Financial Services Consultant
AIA Singapore Pte Ltd
01.2018 - 01.2024
Institutional Shareholder Services, Inc
01.2014 - 01.2017
Bachelor of Science - Financial Management And Systems Development
San Beda University (San Beda College)
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