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Jose
Customer Service & Business Development Professional with 8+ years in Financial and Tech Support
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Competencies
Expert in delivering exceptional customer support and retention strategies across diverse industries.
Skilled in identifying client needs and driving revenue growth through targeted sales efforts.
Proficient in managing and troubleshooting money management tools like Quicken to assist users effectively.
Experienced in analyzing banking and credit risks to enhance security measures and fraud prevention.
Proven ability to lead teams and conduct training sessions to improve service quality and performance.
Education
Languages
Summary
Dedicated professional with over 8 years in customer service, sales, and financial support. Adept at team leadership, risk analysis, and business development, committed to delivering exceptional client solutions.
Key Achievements
- Enhanced customer retention and sales at Credit Wellness through effective service strategies
- Led team training and support initiatives at Concentrix, improving customer satisfaction and sales performance
- Managed financial support operations at Ubiquity Global Services, ensuring efficient handling of debit/credit card issues
- Analyzed banking fraud risks at BlackHawk Network, contributing to improved security protocols
- Developed business opportunities and client relationships as Business Development Representative at Western Packaging Solutions
Experience
Credit Repair Assistance
Customer services, Retention, Sales
Business Development Representative (BDR)
Technical support in money management and personal finance software (Quicken)
Fraud and banking risk analyst in debit and credit cards
Supervisor
Customer services, Financial support (debit/credit cards)
Team leader | Trainer
Tech support, Customer services, Retention, Sales