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Customer Service Quality Assurance

Location:
Los Angeles, CA
Posted:
August 22, 2023

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Resume:

Carlos Hernandez

310-***-****

ady4sh@r.postjobfree.com Los Angeles, California 90044

Supervisory Leadership & Quality Assurance Professional 16 Years of Finance & Customer Service Experience

OBJECTIVE

An experienced and highly skilled professional with a proven track record in providing exceptional financial and customer services. Seeking a challenging role where I can apply my expertise in finance, operations, relationship management, and leadership to help drive business growth and enhance overall employer brand. SPECIAL SKILSS

•Finance & Accounting

Standards

•Customer Service &

Relationship Management

•Sales Communication &

Methodologies

•Risk Management &

Mitigation

•Financial Budgetary

Planning & Controls

•Regulation & Compliance

Assurances

•Employee/Teams Training

& Performance Monitoring

•Fluent in Spanish

PROFESSIONAL EXPERIENCE

U.S. Bank (Formerly Union Bank) July 2022 to May 2023 Branch Service Specialist Los Angeles, California

• Accounting: Managed and reconciled cash drawer of $50K weekly with zero errors

• Regulation Compliance: Executed strict banking procedures 100% accurately to help avoid fraud or administrative errors

• Customer Relationship Development: Quickly established credibility with customers and remembered names of regulars, while creating friendly rapport to help ensure ongoing retention

• Customer Service Management: Processed and completed approximately 60 daily customer service transactions, including, servicing accounts, accepting loan/credit card payments, cashing checks

• Sales: Contributed to the introduction of banking products and services in order to expand new and existing customer base

Cetera Financial Group (via Robert Half) November 2019 to February 2022 Advisor Billing & Reporting El Segundo, California

• Process & Reporting: Created daily reports of ongoing priorities, calculated rebates, account closures, and final end-of-day totals for upper Management review

• Risk Management: Identified problem areas and correlated root causes in accounts and proposed solutions to provide greater customer satisfaction while meeting Management expectations J.P. Morgan Chase February 2017 to January 2019

Head Bank Teller Los Angeles, California

• Analytics & Audits: Managed ## of projects with an aggregated financial grand total of $650K – Projects were completed within the designated deadlines and within budgetary constraints

• Customer Solutions Management: Resolved customer grievances and issues

• Personnel Management: Assisted in training and development of new hires Trader Joes

September 2004 to June 2016

Crew Member Los Angeles, California

• Inventory Management: Conducted daily inventory, ordering, receiving, stocking, rotating, and monitoring expiration dates of products and submitted stocking requisitions

• Sales: Hand-created art marketing direction for products to align with neighborhood/community wants/needs and ensure products are driven via push and pull techniques

• Excellent Customer Service: Helped maintained an energetic customer first team culture EDUCATION

California State University Los Angeles, California Media Arts and Animation Currently Attending



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