Alejandro Delgado
Alejandro Delgado
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5600 Babcock Road, San Antonio, TX 78240
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Summary: I am a professional who is seeking an opportunity to contribute to the goals and standards by protecting the financial interest of the company and its members. I am a self-starter and capable of effectively functioning with minimal supervision. I have a diverse background including sales, customer service, and management where I created opportunities for people to succeed. I am known for taking initiative and proactively sharing my knowledge. I am a team player, able to communicate transparently, and adapt to new situations.
Education
Palo Alto College
Associate of Arts in Business Administration, May 2017
Palo Alto College
Associate of Arts in Liberal Arts, May 2017
Technical Skills
Proficient with Microsoft Excel including, worksheet functions, pivot tables, charts, graphs, filters, etc.
Intermediate with Microsoft Access including conditional grouping queries, joining queries, pivot tables, etc.
Intermediate with SQL including filtering, sorting, updating, joining, numerical functions, etc.
Intermediate with Microsoft Word, Microsoft PowerPoint, SAS
Work Experience
Bilingual Customer Service Specialist, Chase (Jan 2018 – June 2018)
Assisted, resolved and managed customers personal banking and business accounts issues, questions, and inquiries via phone.
Required to service every call as fast as possible abiding with the company’s policies and best customer service for each customer.
Department Manager, Wal-Mart (Nov 2011 – Sep 2017) San Antonio, TX
Tracked daily, monthly and yearly inventory and analyzed and reported sales data.
Implemented promotional campaigns and coordinated merchandise shipments.
Aided customers with check cashing, bill payments, money order purchases, and wire transfers.
Used company’s proper cash handling procedures to aid customers with monetary transactions including cash, checks, debit, and credit card purchases.
Assisted with hiring, on boarding, and coaching of new diverse team members.
Voluntary Tax Preparer, VITA (December 2009 – April 2010) San Antonio, TX
Provided high quality free tax help to low-to-moderate income workers and elderly taxpayers.
Conducted intake interviews to clarify financial situations and ensure that all allowable credits are claimed.
Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner.
Phone Banker/OCS Specialist, Wells Fargo (October 2018 – December 2019)
Quickly answer customer inquiries in a friendly and courteous manner.
Deliver exceptional service to our customer by going out of the way to please them.
Provide first call resolution, while following strict procedures that meet compliance guidelines.
Identify and offer customers the products and services they need and want to succeed financially.
Assisting and troubleshooting online issues related to customer’s online access and resolving them
Educating and guiding customers on usage of online services provided by Bank to help customers be more successful financially by monitoring and conducting their everyday banking needs independently
Alejandro Delgado
------------
5600 Babcock Road, San Antonio, TX 78240
------------
Summary: I am a professional who is seeking an opportunity to contribute to the goals and standards by protecting the financial interest of the company and its members. I am a self-starter and capable of effectively functioning with minimal supervision. I have a diverse background including sales, customer service, and management where I created opportunities for people to succeed. I am known for taking initiative and proactively sharing my knowledge. I am a team player, able to communicate transparently, and adapt to new situations.
Education
Palo Alto College
Associate of Arts in Business Administration, May 2017
Palo Alto College
Associate of Arts in Liberal Arts, May 2017
Technical Skills
Proficient with Microsoft Excel including, worksheet functions, pivot tables, charts, graphs, filters, etc.
Intermediate with Microsoft Access including conditional grouping queries, joining queries, pivot tables, etc.
Intermediate with SQL including filtering, sorting, updating, joining, numerical functions, etc.
Intermediate with Microsoft Word, Microsoft PowerPoint, SAS
Work Experience
Bilingual Customer Service Specialist, Chase (Jan 2018 – June 2018)
Assisted, resolved and managed customers personal banking and business accounts issues, questions, and inquiries via phone.
Required to service every call as fast as possible abiding with the company’s policies and best customer service for each customer.
Department Manager, Wal-Mart (Nov 2011 – Sep 2017) San Antonio, TX
Tracked daily, monthly and yearly inventory and analyzed and reported sales data.
Implemented promotional campaigns and coordinated merchandise shipments.
Aided customers with check cashing, bill payments, money order purchases, and wire transfers.
Used company’s proper cash handling procedures to aid customers with monetary transactions including cash, checks, debit, and credit card purchases.
Assisted with hiring, on boarding, and coaching of new diverse team members.
Voluntary Tax Preparer, VITA (December 2009 – April 2010) San Antonio, TX
Provided high quality free tax help to low-to-moderate income workers and elderly taxpayers.
Conducted intake interviews to clarify financial situations and ensure that all allowable credits are claimed.
Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner.
Phone Banker/OCS Specialist, Wells Fargo (October 2018 – December 2019)
Quickly answer customer inquiries in a friendly and courteous manner.
Deliver exceptional service to our customer by going out of the way to please them.
Provide first call resolution, while following strict procedures that meet compliance guidelines.
Identify and offer customers the products and services they need and want to succeed financially.
Assisting and troubleshooting online issues related to customer’s online access and resolving them
Educating and guiding customers on usage of online services provided by Bank to help customers be more successful financially by monitoring and conducting their everyday banking needs independently