Customer Service Sales
Resume:
JOAN PATRICIA RUFFINI **********@***.***
**** ***** ******* ***** *** Antonio, Texas 78249
OBJECTIVE / SUMMARY
Experienced industry professional seeks expanded opportunities with an
organization that needs a proven performer.
Excellent communication, interpersonal, and presentation skills - able to
develop long-term relationships that generate repeat and referral
business.
Comprehensive technical knowledge with the ability to provide clients
recommendations that meet their goals and risk tolerance.
Aggressive, goal-oriented professional who actively seeks ways to improve
personal and organizational performance.
Bilingual and bicultural with the ability to conduct formal business
presentations in English and Spanish.
EXPERIENCE
Peyton Resource Group 2012-2013
Contract work at USAA. Analyzed trade error reports and corrected dividends
that were owed to the customers'. Processed transfer between accounts and
communicated with the NSCC. Reconciliation of accounts.
2012-2014
WELLS FARGO 2011-2012
Inbound Spanish Sales Banker,Personal Banker-Engaged every customer by
phone with information and suggestions for new financial products and
services. Focused on satisfying all the customers' needs and helping them
succeed financially while also meeting aggressive sales goals. All business
conducted in Spanish.
Edward Jones 2010-2011
Branch Office Administrator-Managed an office for a Financial Advisor.
Built relationships with customers' by calling them, taking care of any
questions on their brokerage accounts, including performing equity, bond
and mutual fund trades, transferring money, RMD's, and any other service
related issue that had to be resolved. Assisted customers with tax
questions on their accounts.
FROST BROKERAGE SERVICES 2006-2008
Discount Broker- Performed equity trades and money movement. Provided
market information on stocks and mutual funds both in Spanish and English.
Provided customer service for walk-in customers. Handled all international
business.
USAA INVESTMENT MANAGEMENT COMPANY 1993 - 2005
Sales and Service Representative - Quickly established an excellent record
of performance in customer service for investment clients. Worked in the
bank's walk-in center and worked with both English and Spanish-speaking
clients. Recognized life events, understood member's needs and provided
advice in order to deliver appropriate solutions to the member. Provided
information on the company's mutual funds and specific stocks or funds in
the general market. Also worked with investors over the phone or through
the mail. Other responsibilities included:
Evaluated individual financial portfolios, identified short and long-term
financial goals and risk tolerance. Provided recommendations on stocks
and mutual funds that met established criteria.
Handled buy or sells transactions as directed by investors and provided
information on requested stocks or mutual funds.
Trained new Sales and Service Representatives in computer operations as
well as company policies and procedures.
Selected to assist management with special projects that included research
and product evaluations.
Received numerous Laurel Awards and letters of compliment for superior
customer service.
Consistently met/exceeded performance goals and received Excellent
performance evaluations.
EDUCATION
Bachelor of Business Administration, The University of Texas at San
Antonio, San Antonio, TX 1988.
Licenses Series 7,6,63, Group 1(inactive)
VOLUNTEER WORK-San Antonio Library
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