Jacqueline Segura Bergara
San Jose,CA
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
10
10
years of professional experience
Work History
Office Administration Coordinator
LPL Financial
2024.05 - Current
- Enhanced office efficiency by streamlining administrative processes and implementing new organizational systems.
- Coordinated office events and meetings, ensuring smooth communication between departments and stakeholders.
- Managed sensitive information with discretion while adhering to strict confidentiality protocols at all times.
- Streamlined document management system resulting in better organization of files making it easier for retrieval when needed.
- Oversaw company-wide communications efforts via email newsletters, announcements, and social media updates to keep employees informed about key developments.
- Organized travel arrangements for executive staff members, ensuring seamless logistics while minimizing expenses.
- Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
- Facilitated new client onboarding process and investment account setup.
- Coordinated effectively with internal departments such as trading or operations teams for seamless execution of transactions on behalf of clients.
- Contributed to successful client meetings by preparing detailed agendas, gathering pertinent materials, and taking thorough notes for follow-up actions.
- Contributed to a positive workplace culture through active participation in team-building activities and recognition programs.
Online Product Specialist
Del Grande Dealer Group
2022.12 - 2024.05
- Assess customer needs, evaluate customer satisfaction and optimize customer services
- Experienced in working with a variety of clients and deadlines
- Manage CRM systems and develop metrics to measure customer service success
- Communicate with clients via email and phone to resolve any customer issues
- Promote the business's products and services to improve revenue via social media
- Customize each client interaction to better assist
- Processed thousands of leads per month
- Used ADP, CDK, Dealersocket, VIN solutions and e-leads software to enter pertinent information into a database for record keeping and management/sales review.
Financial Representative
Wells Fargo Bank
2016.12 - 2021.10
- Accepted and processed customer payments in cash, credit cards and checks, checking for validity
- Handled up to $300,000 in cash daily and processed transactions which included: work orders, deposits, withdrawals, and payments
- Acknowledged client issues and resolved their problems quickly and efficiently
- Answering phone calls and emails in a professional manner, helps answer any questions and routing calls as necessary
- Serviced existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedules to call on
- Providing comprehensive product information to clients on current promotions
- Maintaining positive business relationships to ensure future business
- Service Manager was on leave for six months, I took over operations and made sure all policies were followed and compliant
- Improving operational management systems, processes and best practices
- Helping the organization's processes remain legally compliant.
Sales Consultant
AT&T
2015.07 - 2016.10
- Delivered a high level of assistance by locating products and checking store systems for merchandise
- Informed clients over the phone about current promotions and sales, encouraging them to take advantage
- Negotiate prices and prepare sales agreements
- Maintain contact lists and follow up with customers to continue relationships
- Present, promote and sell products/services using solid arguments to existing and prospective customers
- Handled the telephone orders quickly courteously and helped the customers with technical support
- Seeking out prospective customers/business opportunities with new and existing customers through emailing and cold calling.
Sales Consultant
T-Mobile
2014.06 - 2015.06
- Provide top level customer service to all clientele
- Establish, develop and maintain positive business and customer relationships
- Managing the internet sales leads, responding to inquiries in a timely fashion and answering questions on available stock and product performance while logging all activity in the contact management system
- Followed up with successful sales contracts to further develop the new customer relationship
- Presented product sales presentations to potential customers that stressed the features and benefits of each item being sold
- Maintains monthly or bi-monthly minimum goals.
Education
High School Diploma -
Grizzly Youth Academy
San Luis Obispo, CA12.2013
Business Administration AA - Business Administration And Management
University of Phoenix
Phoenix, AZSkills
- Fluent in English and Spanish
- Excellent Communication Skills
- Problem-solving abilities
- Ability to multitask while maintaining efficiency
- Organized and detail-oriented
- Microsoft Office (PowerPoint, Word, Excel, ADP, Outlook, Apex)
- Data Entry, Photoshop
- CRM expert (Salesforce, Redtail, Wealthbox..)
- Active Listening
- Payment Processing
- Call Center Operations
Timeline
Office Administration Coordinator
LPL Financial
2024.05 - Current
Online Product Specialist
Del Grande Dealer Group
2022.12 - 2024.05
Financial Representative
Wells Fargo Bank
2016.12 - 2021.10
Sales Consultant
AT&T
2015.07 - 2016.10
Sales Consultant
T-Mobile
2014.06 - 2015.06
High School Diploma -
Grizzly Youth Academy
Business Administration AA - Business Administration And Management
University of Phoenix
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