Elizabeth Peralta
Texas City, TX *****
*****.*****@******.***
Work Experience
Solution Center Specialist
Wellby Financial - Galveston, TX
January 2023 to September 2023
• Establishes and maintains a positive relationship by creating an exceptional experience making the member feel valued.
• Proactively identifies changes in member’s life and banking needs and recommends relevant solutions to enhance the member’s financial and life goals.
• Provides timely responses to member and other team member requests
• Teller transaction functions; including deposits, withdrawals, transfers, payments, etc.
• Basic account management and questions
• Member Service functions; including new/closed accounts, account maintenance, outbound new deposits, etc.
• Loan origination functions; including outbound loan win-back campaigns, etc.
• Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.
• Assumes responsibility for related duties and special projects as required or assigned
• Fosters a positive and engaging work environment for team members
• Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure. Retail Sales Associate
Verge Mobile by T-Mobile - La Marque, TX
September 2022 to January 2023
Responsibilities
• They continuously work to build expertise in uncovering our customers' needs and have a passion to educate, demonstrate and recommend device and service solutions
• This role is a learning role, where new associates are working with their team and proactively building skills and proficiencies, in preparation for the next level up as a Mobile Expert
• As a Mobile Associate, you will be required to successfully complete new employee training
• Builds proficiency related to serving and selling to our customers, while providing a world-class customer experience and building loyalty by:
• Helping customers pick up right where they left off in their shopping journey, whether online, through Customer Care or in-store
• Exploring individual needs and providing hands-on demonstrations of the latest and greatest technology in-store
• Side-by-side selling to find personalized solutions beyond the bare-bones device and service plan that keep our customers connected to the people and lifestyle they love, including anything from unique accessories cutting-edge IoT devices
• Approaching service and sales needs with composure, integrity and compassion
• Becomes skilled with and consistently uses digital tools in interactions and onboarding to actively demonstrate:
• Makes the most of their time on shift, consistently seeking out information between customers, learning about innovations in wireless and technology
• Establishes relationships with and partners with T-Mobile employees across channels, including business and customer service to:
• Collectively own the customer experience and resolve issues, creating a seamless, run-around-free environment
• Successfully identify and handoff small business leads
• Support team initiatives and create an inclusive environment Customer Service Representative
Jonas Fitness
November 2014 to August 2022
• Responsible for creating a positive member experience with a superior customer service
• Generated sales through customer-direct sales
• Assisted customers with concerns and issues with accounts and services
• Phoned customers to update account information, promote products and services
• Retrieved Customers prescriptions; practices consistent with Privacy Act
• Received checks, cash, or other negotiable instruments in payment and deposits
• Assisted customers with transaction related extemporaneous interpretations Education
High school or equivalent
Clear Creek High School - League City, TX
September 2002 to May 2004
Skills
• Bilingual
• CSR
• Call Center
• Customer Care
• Customer Service
• Customer Support
• Spanish
• Multilingual
• Microsoft Office
• Administrative Experience
• Communication Skills
• English
• Interpretation
• Microsoft Powerpoint
• Organizational Skills
• Translation
• Typing
• Research
• Writing Skills
• Proofreading
• Linguist Experience
• Computer Operation
• Medical Records
• Direct Sales
• Account Management
• Sales Management
• Negotiation
• Business Development
• Marketing
• Microsoft Office (10+ years)
• Presentation Skills
• Merchandising
• CRM Software
• Market Research
• Project Management
• Management
• Pricing
• Microsoft Outlook
• Cold Calling
• Relationship Management
• Branding
• Salesforce
• Basic math
• Guest services
• Serving
• Upselling
• Cash handling (10+ years)
• Public Relations
• Outside Sales
• Customer Relationship Management
• Recruiting
• Analytics
• Search Engine Optimization (SEO)
• B2B
• B2B
• Digital Marketing
• Content Development
• Email Marketing
• Social Media Management
• WordPress
• Graphic Design
• Web Design
• Blogging
• Web Development
• Copywriting
• QuickBooks (10+ years)
• Google Analytics
• Adobe Creative Suite
• User Interface (UI)
• Events Management
• User Experience (UX)
• Sales
Languages
• Spanish - Expert
Certifications and Licenses
Food Handler Certification
Assessments
Attention to detail — Proficient
September 2022
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Sales skills — Proficient
September 2022
Influencing and negotiating with customers
Full results: Proficient
Delivery driver — Proficient
January 2023
Interpreting instructions or signs and solving problems Full results: Proficient
Customer focus & orientation — Proficient
October 2021
Responding to customer situations with sensitivity Full results: Proficient
Call center customer service — Proficient
September 2022
Demonstrating customer service skills in a call center setting Full results: Proficient
Food service: Customer situations — Proficient
July 2023
Identifying and addressing customer needs in a food service setting Full results: Proficient
Legal skills — Proficient
September 2022
Supporting legal procedures, preparing documents, doing research, and collecting client information in a legal setting
Full results: Proficient
Work style: Reliability — Proficient
October 2021
Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient
Work style: Conscientiousness — Proficient
November 2022
Tendency to be well-organized, rule-abiding, and hard-working Full results: Proficient
Call center customer service — Proficient
October 2021
Demonstrating customer service skills in a call center setting Full results: Proficient
Front desk agent (hotel) — Proficient
September 2022
Selecting hotel rooms based on requests and identifying errors in hotel data Full results: Proficient
Retail customer service — Proficient
September 2022
Responding to customer situations in a retail setting Full results: Proficient
Administrative assistant/receptionist — Proficient September 2022
Using basic scheduling and organizational skills in an office setting Full results: Proficient
Customer service — Proficient
September 2022
Identifying and resolving common customer issues
Full results: Proficient
Protecting patient privacy — Proficient
September 2022
Understanding privacy rules and regulations associated with patient records Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.