Carmen - Customer Service & Operations Specialist with 5+ years in Banking & Retail

Santo Domingo Este, Santo Domingo Province, Dominican Republicen

Handled inbound and outbound calls at Intelcia, maintaining high customer satisfaction levels.

Participated in the sales process of services offered by Intelcia, contributing to team targets.

Publicado en CazVid

Resumen

Experienced in client support, document verification, and operational coordination within banking and retail environments.

Logros Clave

Reviewed and validated client documents and managed communication with financial institutions at Scotia GBS.

Habilidades

Microsoft OfficeIntermedio

Utilized Microsoft Office tools for documentation, data entry, and reporting tasks.

KYCIntermedio

Performed customer account validation and documentation review to ensure compliance.

Communication EfectivaIntermedio

Provided clear, professional communication during customer support and interdepartmental interactions.

Document ManagementIntermedio

Managed the verification, processing, and updating of client documents and information flows.

Sales SupportIntermedio

Experiencia

Representante de atención al cliente

Intelcia (AZO DR)

mar 2023 - feb 2024

Gestión de llamadas entrantes y salientes para brindar soporte a clientes., Resolver consultas, procesar solicitudes y ofrecer soluciones efectivas., Mantener altos niveles de satisfacción y cumplir con los indicadores de desempeño (KPI)., Participación en ventas de los servicios ofrecidos por la...

Investment Specialist (Retail and Operations)

Scotia GBS

jun 2024 - presente

Revisión y validación de documentos remitidos por instituciones externas a solicitud de los clientes., Análisis detallado de la documentación para garantizar el cumplimiento de los requisitos establecidos., Gestión del envío de documentos a otras entidades bancarias., Coordinación con equipos...