Roger Valdez
Lawrence,MA
Summary
Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities. Personable and dedicated Customer Service Representative with extensive experience in the financial industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
Work History
CSR II Client Service Representative
Bank of America
Lawrence, MA
06.2020 - Current
- Adhered to all applicable laws and regulations while performing job duties.
- Answered incoming calls from customers regarding billing inquiries, technical issues, product concerns.
- Demonstrated excellent listening skills and empathy towards customers' needs and concerns.
Relationship Manager
Bank of America
Lawrence, MA
01.2017 - 06.2020
- Trained employees on additional job positions to maintain coverage of roles.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Established and managed yearly budgets of up to $200 000.
CSR Teller
Bank of America
Georgetown, ON
06.2014 - 01.2017
- Provided exceptional customer service while accurately processing routine transactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Education
Associates Degree in Engineering Science - Engineering
Northern Essex Community College
Lawrence/Haverhill Massachusetts05-2012
Certificate in Electronic Equipment Technology - Engineering
Northern Essex Community College
Lawrence/Haverhill Massachusetts05-2010
Skills
- Complaint Handling
- Product Knowledge
- Project Management Abilities
- Product Sales
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Affiliations
- Photo Specialist - Photo Valdez
Daily tasks included processing films, passport orders in a timely manner.
Miscellaneous projects completed as assigned.
Assisted with the upkeep of the family business and daily interaction with customers
Timeline
CSR II Client Service Representative
Bank of America
06.2020 - Current
Relationship Manager
Bank of America
01.2017 - 06.2020
CSR Teller
Bank of America
06.2014 - 01.2017
Associates Degree in Engineering Science - Engineering
Northern Essex Community College
Certificate in Electronic Equipment Technology - Engineering
Northern Essex Community College
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