Business Development Customer Service
Resume:
CAROLINA HERRERA
ABOUT ME
** ***** ** ********** ** the Banking Industry 5 years as a manager in HVAC business. My strengths with extensive exposure to banking industry, budgeting, business development. I excel in sales, development training and conflict resolution. my bilingual proficiency in English and Spanish allows me to effectively communicate with a diverse range of customers and business companies, via email, phone, and face-to- face interactions. I am a highly driven and hardworking professional. I am seeking a position whereby I can utilize my relevant experience, natural skills, talents, and abilities to push to the next level and work towards achieving company goals.
EDUCATION WORK EXPERIENCE
No degree/ Some College:
Buyer Fashion Merchandising
Austin Community College
Austin, TX
September 1986 - October 1989
High School Diploma
August 1982 - May 1985
Martin High School
Laredo, TX
Manager/CarTom Elite Air and Home Repair Inc.
May 2018- Present
Grand Prairie, TX
Responsible for managing and prioritizing a significant volume of work orders for residential properties, ensuring efficient and timely completion.
Develop strong relationships with clients, actively listened to their needs, and effectively communicated project updates and timelines. Provide exceptional customer service as the primary point of contact for project inquiries, maintaining a customer satisfaction rate of 100%. Personal Banker/Business Advocate -Wells Fargo Bank, N.A Created financial plans to help clients achieve financial goals Responsible for establishing new accounts for high net-worth individuals and servicing existing accounts to maximize revenue.
Processed customer requests for statements, ordered additional checks, and updated customer personal information in the database. Proactively managed between 10 to 25 customer calls per day to set up appointments with any issues that arose to find a resolution before the problem escalated.
Assisted clients with loan applications, mortgage refinancing, and other banking services. Provided clients with access to financial advisors and other banking professionals.
Educated customers on financial literacy and how to use banking products and services.
Mar 2013 - Oct 2020
Dallas, TX
Processed standard teller transactions for customers, including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, and correcting discrepancies.
Mar 2007- Feb 2012
Grand Prairie, TX
SKILLS
Customer Service
Office Administration
Research
Budgeting Communication
Skills
Management
Microsoft Office Project
Management Underwriting
Office Administration
Bilingual- English And
Spanish
Banking Industry Business
CRM-CRV
Problem Solving
Scheduling
Creative Outlook
********.***********@*****.***
Assisted with the teller training coaching, and mentored 2+ tellers ensuring they received a comprehensive education on proper banking policies. Reconciled General Ledgers and corrected outages. Managed over 10 to 20 customer calls per day or increase new loan applications. Analyzed customer financial needs and recommended appropriate loan products Listened carefully and connected with customers to understand their top financial priorities and uncover products and solutions most beneficial for their needs.
Processed general ledgers, processed stop payments, processed electronic debits, and credits, customer statements and processed debit card and credit card disputes. Teller/PB/Mortgage Consultant-Wachovia & Wells Fargo N.A
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