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Customer Success Manager

Location:
San Diego, CA
Posted:
September 11, 2023

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Resume:

FABIO MARTINS DE SOUZA

201-***-****, adzmrx@r.postjobfree.com

SUMMARY OF • MARKETING • SALES • PRODUCT EDUCATION • CLIENT SERVICE DELIVERY SKILLS • ADMINISTRATION • OPERATIONS • CLIENT RELATIONS • BRANDING

• PUBLIC RELATIONS • PROMOTIONS • CONFLICT RESOLUTION • ENGLISH, SPANISH, PORTUGUESE EDUCATION

2006 –2011 New Jersey City University, Jersey City, New Jersey Bachelor of Science, Marketing/ International Business SUMMARY OF

QUALIFICATIONS • Dynamic, engaging and polished marketing and sales professional with progressive success in operations, administration, customer services and client service delivery in high-volume operations. Extraordinary abilities in growing and developing client relationships, client service delivery, client communications, implementation of policies and safety procedures, and conflict resolution in high-volume and challenging environments.

• Superior trilingual (English, Spanish and Portuguese) communication abilities experienced in promoting products and services and the methodology to ensure success. Trained in vertical marketing strategies including branding, messaging, development and implementation of multicultural advertising strategies, event marketing and including event management, creative direction, demographic research, and public relations.

• Excellent presentation skills and the discipline and organization to foster relationships and motivate customers. Resilient professional with a strong sense of priorities, a keen eye for detail and a valued reputation for integrity.

2020- Present Generali Global Assistance, Kearny Mesa, San Diego Accounts Receivable/Reconciler

•Responsible for timely and accurate processing of policy rosters

•Assist Customer Service and Sales Teams with credit card related requests covering research and •Use resolution transaction of review issue or and error analytical procedures to evaluate and reconcile basic errors with •Limited account or indirect and policy communication transactions with clients and internal departments

•Primary handler or back up for daily check deposit process

•Assist in identifying accounts that are out of compliance with contract terms, company policy/procedures, or underwriter guidelines

•Assist •Support with internal, department underwriter, projects and external financial audits in an efficient, timely, and accurate manner

Claims Representative

•Analyze and investigate claims according to policy and procedures to ensure compliances

•Listen proactively to customer issues and found solution to their needs

•Work •Assisted with CSD the peak team, season customer with high service, amount and of different calls. departments to clarify validity

•Coached new team members with effective strategy to enhance productivity 2018- 2019

Comerica Bank, NA, Encinitas, San Diego

Assistant Banking Center Manager

•Conducted marketing activities that led to revenue growth in loans, deposits focusing on successful •Support portfolio customer management service experience retain, expand and increase number of portfolio customers in the banking center

•Business development relationship with new and existing clients Comerica Bank, NA, Encinitas, San Diego

Retail Personal Banker II

•Assisted Banking Center Manager with daily functions such as operations, banker readiness and •Increased •Focus 1:1 on coaching customer sales performance with experience CSR’s by by motivating delivering the the team utmost to maximize care for our contribution clients in the collaboration 4 A’s

•Cultivated new relationships through COI’s from generating leads from merchant services to lending •Great partnership (consumer and with business) our partners that led to outstanding results to the banking center 2014-2018

Wells Fargo Bank, NA, University Towne Centre, San Diego Personal Banker

•Managing •Wells •Provided Fargo credit customers At Work applications Specialist- portfolio, such services conducted as home relationships on equity, site presentations lines and of cross credit, sells and loans all acquire products both from new and business Consumer services and •Trained •Coordinated •Business •Developed Business new Advocate- life customers team and long leadership members reach relationship out in to several business with my volunteer customers. customers work for for acquisition the company and credit expert 2013-2013 United States Postal Service (USPS), San Diego, CA Mail Carrier

• City carrier servicing Solana Beach, California. Responsibilities included sorting and distribution of route mail, distribution of mail packages, and customer services. 2010 – 2012 Corner of 47 Corporation, New York, NY Assistant Manager

• As Assistant Manager provided leadership and guidance over all aspects of high-volume restaurant operations including administration, staff management and training, inventory control and management, personnel administration including payroll reporting, various marketing efforts including advertising and promotions, and customer services.

• Acted as a multi-lingual interpreter in one of the most highly-trafficked intersections in the world.

2008 – 2010 Gelones Restaurant, Lyndhurst, NJ

Head Server

• As Head Server responsible for the smooth and efficient service floor operations. Acted as primary liaison between floor and kitchen operations, and supported kitchen and front-of house operations.

• Provided daily menu education including new product offerings and promotions, delegated server stations and side-work, and customer relations.

• Managed restaurant inventory, performed shipping and receiving functions, support daily operations including restaurant opening and closing operations, and daily documentation. 2001 – 2008 Virgil’s Restaurant, Kearny, NJ

Server, Training Coordinator

• Responsibilities included all aspects of food service operations including menu education, client service delivery, customer communications and prompt and efficient table service.

• Implemented various process controls including improved portion and pour controls.

• Managed new hire floor training including manager training. Softwares Qualifications:

Excel, Word, Powerpoint, Google docs, Teams, Proprietary softwares for banks. TIPS, OnBase and other proprietary softwares for insurance.



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