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Customer Service & Operations Specialist with 5+ years in Banking & Retail
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Competencies
Utilized Microsoft Office tools for documentation, data entry, and reporting tasks.
Performed customer account validation and documentation review to ensure compliance.
Provided clear, professional communication during customer support and interdepartmental interactions.
Managed the verification, processing, and updating of client documents and information flows.
Supported sales activities through client engagement and service promotion.
Education
Languages
Summary
Experienced in client support, document verification, and operational coordination within banking and retail environments.
Key Achievements
- Handled inbound and outbound calls at Intelcia, maintaining high customer satisfaction levels.
- Participated in the sales process of services offered by Intelcia, contributing to team targets.
- Reviewed and validated client documents and managed communication with financial institutions at Scotia GBS.
Experience
Representante de atención al cliente
Gestión de llamadas entrantes y salientes para brindar soporte a clientes., Resolver consultas, procesar solicitudes y ofrecer soluciones efectivas., Mantener altos niveles de satisfacción y cumplir con los indicadores de desempeño (KPI)., Participación en ventas de los servicios ofrecidos por la...
Investment Specialist (Retail and Operations)
Revisión y validación de documentos remitidos por instituciones externas a solicitud de los clientes., Análisis detallado de la documentación para garantizar el cumplimiento de los requisitos establecidos., Gestión del envío de documentos a otras entidades bancarias., Coordinación con equipos...