Customer Service Sales

Sebastian I. Reyes

*** **** **, **********, ** **606

*********.*****.*@*******.*** Cell: 203-***-****

QUALIFICATIONS AND SKILL

Tri-lingual finance professional with experience in personal banking finances. Excellent organizational and

multitasking skills. Reputation for delivering an outstanding customer service experience to clients and

stakeholders. Highly motivated in a collaborative work environment comprised of dynamic, forward-

thinking innovators.

• Proficient in Microsoft Office (Word, Excel, & PowerPoint) • Reporting/Analytics

• Fluent in Spanish, well versed in Portuguese • Exceled customer service

• Ability to think creatively and work under pressure

PROFECIONAL HISTORY

PEOPLE’S UNITED BANK - TRUMBULL, CT

Financial Service Associate May 2011-

present

Proactively anticipate customer needs, recognize opportunities and refer customers to

•

appropriate staff for product sales or problem resolution

Responsible for various reports such as sales, customer retention, accounts activities and sales

•

promotions

Develop and maintain relationships with clients to maximize sales opportunities

•

Collaboratively work to achieve our team’s yearly goals

•

Keen to interacting with multicultural customer base by leveraging my ability to speak three

•

languages fluently

Acute attention to detail and quick thinking ensures successful problem solving and conflict

•

resolution with customer inquiries and complaints

Facilitates the fulfillment of customer banking requests by assessing needs,

•

counseling/advising and applying the appropriate product/service matches

Consistently taking the initiative to counsel less-experienced Financial Service Associates

•

with problem resolution and on-the-job training

Ability to quickly adapt to changed priorities and shift focus across varied tasks

•

Responsibly for managing all customer paperwork and ensuring compliance is met across

•

various processing policies

People’s Securities Inc. May 2013 - August 2013

Reviewed and analyzed financial periodicals, stock and bond reports, and business

•

publications

Created portfolios of stocks, bond and mutual funds

•

PtÌpdc hwg wgd gd`c te Pd`qwg @`s`fdrdsw wt `s`q d

•

cheedÌdsw hsydvwrdsw tËËtÌwxshwhdv `sc Ìhvpv fhyhsf rd wgd

tËËtÌwxshw wt `ËËq r dcxb`whts`q a`bpfÌtxsc ghqd d wdschsf r

pst qdcfd a`vd hs wgd Ìd`q tÌqc te hsydvwhsf

Exposed to customer-facing meetings with professional financial advisors

•

EDUCATION

Sacred Heart University- FAIRFIELD, CT May 2014

Bachelor of Arts, Finance (GPA 3.0)

(Financed all four years of education myself)

RELEVANT COURSES & PROJECT

Financial Management, Financial Accounting and Reporting, Investment Management,

•

International Finance, Business Policy, Managerial Accounting and Control, Statistics for Business Majors.

Investment Management course - managed $1 million portfolio in stock market simulation

•

game, netting a profit of over $10 thousand

EXTRA CURRICULUM ACTIVITIES

• Soccer captain: Intramurals 2010 to present

• Sacred Heart International Club

• St Charles Church volunteer

Contact this candidate