Francisco - Customer Service Supervisor with 10+ years of team leadership and process expertise

Handled customer inquiries, reviewed financial data, and resolved issues across multiple banking environments.

Supervised and trained customer service and sales teams to meet performance standards.

Reviewed bank statements, credit histories, and processed financial applications.

Proficient in Microsoft Office, digital marketing tools, and financial accounting programs.

Communicated effectively with customers and team members to resolve issues and educate clients.

Supervised the team, ensuring proper procedures were followed with each customer., Handled issues with care when agents were unable to resolve or complete a process., Reviewed financial information, bank statements, credit histories, and banking data., Entered data, performed quality control,...

Processed product applications (bank accounts, credit cards, loans, mortgages)., Educated the customer and helped them with their concerns., Reviewed customer history, bank statements, and bank data., Created certificate of deposit, car loans, insurance coverage, and more.

Achieved team metrics and met customer needs based on the company’s service standards and quality., Verified customer profiles to collect past-due amounts while ensuring neutrality in customer history., Provided training to stay updated with the latest information and effectively advise customers...