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Jean

Customer Service & Financial Analyst with 5+ years in Banking and Consulting

Video resume

Customer Service & Financial Analyst with 5+ years in Banking and Consulting
What experience do you have with CRM software or similar tools? Can you provide an example of how you used it to improve customer service?

Contact

San José, San José, Costa Rica
Open to remote
Available on CazVid
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Competencies

Client CommunicationAdvanced

Regularly interacted with clients to present financial products and support inquiries effectively.

Financial Data AnalysisIntermediate

Analyzed confidential client information such as bank statements and credit reports to assist in decision making.

Customer SupportAdvanced

Delivered technical and product support via chat, phone, and email for diverse customer needs.

Sales & Marketing FundamentalsIntermediate

Applied marketing principles and sales techniques in client engagement and support.

Work Under PressureAdvanced

Demonstrated ability to effectively manage multiple inquiries and work in fast-paced environments.

Education

High School Diploma

Languages

EnglishC1 (Advanced)
SpanishNative

Summary

Experienced professional specializing in client communication, financial data analysis, and customer support with a proven track record working in banking, consulting, and financial services.

Key Achievements

  • Handled confidential client financial data, including bank statements and credit reports, at Spartan Capital Group
  • Presented tailored loan offers to clients through effective communication channels
  • Provided technical support and product assistance to global clients at Accenture

Experience

MCA Pricer

Spartan Capital Group
2023 - March 2024

Analyzed confidential client information, including bank statements and credit reports., Communicated with clients through various channels to present tailored loan offers.

Customer Service Representative / Sales Representative

Equifax Information Services
March 2024 - November 2024

Handled sensitive credit information with confidentiality and accuracy., Provided users with support and information about the company’s products and services.

Customer Service Representative

Accenture
February 2025 - August 2025

Delivered technical support and product assistance to global clients via chat, phone, and email., Ensured high-quality service and customer satisfaction in a fast-paced environment.

Skills

Client CommunicationFinancial Data AnalysisCustomer SupportSales & Marketing FundamentalsWork Under Pressure
Published on CazVid - May 17, 2026
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