Rodrigo - Customer Support & Compliance Specialist with 8+ years in Banking & Tech

Handled high-volume inbound calls, providing troubleshooting and tailored solutions to customers across industries.

Managed and validated client and employee records, ensuring adherence to global compliance standards and conducting audits.

Investigated and coordinated fraud and dispute cases, supporting asset protection and customer satisfaction.

Utilized tools like Salesforce, Jira, Power BI, and SQL to manage data and generate reports, supporting operational workflows.

Provide walkthroughs and live demonstrations of software for customers, scheduling and conducting meetings through GoToMeeting or Microsoft Teams to ensure proper onboarding and product understanding., Manage and track customer cases through Salesforce and Jira, ensuring accurate documentation,...

Administered end-to-end employee and client lifecycle records by preparing, validating, and maintaining electronic KYC documentation, ensuring accuracy and compliance with global standards., Partnered with cross-functional teams (Relationship Management, Compliance, Risk) to triage and escalate...

Investigated fraud cases, validating FTC and police ID theft reports to safeguard client assets., Coordinated dispute resolution across departments, ensuring customer satisfaction in high-volume environments., Supported recruitment, onboarding, and training of new employees, improving team...