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Gerardo

Customer Service & Credit Card Processing Specialist with 3+ years in Financial Services

Video resume

Customer Service & Credit Card Processing Specialist with 3+ years in Financial Services
The individual has experience working with back-to-back servers, focusing on timely processing of information related to credit card transactions. They emphasize the importance of understanding processes to perform their job effectively and avoid...

Contacto

Guadalajara, Jalisco, Mexico
Disponible en CazVid
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Competencias

Process ManagementIntermediate

Managed and followed detailed procedures for transaction processing and customer requests.

Customer ServiceIntermediate

Provided support through direct communication, ensuring customer requests and issues were addressed effectively.

Communication SkillsIntermediate

Facilitated interdepartmental communication and coordinated tasks to improve overall process efficiency.

Sales SupportBeginner

Assisted in sales activities related to credit card validation and customer outreach in banking.

Problem SolvingIntermediate

Maintained a calm mindset to resolve process-related issues and fulfill customer requests efficiently.

Resumen

Experienced professional with a background in credit card processing, customer service, and process improvement within the financial sector. Skilled in managing urgent requests, facilitating interdepartmental communication, and ensuring timely task completion to support organizational efficiency.

Logros Clave

  • Ensured timely processing of credit card transactions to prevent departmental delays, demonstrating efficiency and accuracy.
  • Improved interdepartmental communication for process optimization, reducing misunderstandings and streamlining workflows.
  • Handled urgent requests effectively by adhering to company protocols, maintaining high customer satisfaction levels.

Experiencia

Direct Response Marketing Manager

Don Astor
2017 - Present

Sales face to face and over the phone with target customers, scaled throughout the country, Managed and executed performance-based marketing campaigns for two companies and partner ventures., Scaled ad campaigns on Facebook and Google to generate high-converting leads and purchases oriented to accelerated growth in the country, Handled full-funnel strategy: creative testing, audience segmentation, landing page design, and retargeting., Reduced CPA by up to 40% through data optimization and continuous testing.

Performance Marketing Manager (Startup)

Pachas Pajamas
2015 - 2017

Sales over the phone with customers in the US, specifically people from San Francisco, NYC and Miami, reaching goals constantly, Led paid media efforts for a mission-driven startup focused on children’s storytelling and social good., Developed and managed ad campaigns across Meta and Google Ads., Collaborated with the creative team to craft compelling narratives and ad copy that increased engagement., Helped grow the brand's digital footprint and improve online sales through targeted acquisition.

Marketing and Project Manager

IBM
2011 - 2015

Aggressive sales over the phone with target customers, reaching monthly sales goals constantly, Directed content strategy including case studies, whitepapers, webinars, and thought-leadership assets, Optimized campaign performance using data-driven insights and customer management tools and IBM Analytics and reported KPIs and campaign outcomes to senior leadership with actionable recommendations., Introduced automation protocols to reduce manual workload and reporting time by 30%., Represented IBM at key industry events and client briefings to strengthen positioning.

Habilidades

Process ManagementCustomer ServiceCommunication SkillsSales SupportProblem Solving
Publicado en CazVid - 17 may 2026
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