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Mateo
Customer Support & Sales Agent with 5+ years in fintech and financial services
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Competencies
Delivered customer support in fintech, financial services, and loan sales, utilizing strong communication skills.
Promoted financial products, achieved transfer and conversion targets, and negotiated loan terms effectively.
Provided support in multiple languages, enhancing customer experience and compliance in international fintech platforms.
Utilized Zendesk, Slack, and internal tools to manage tickets, track workflows, and document interactions.
Education
Languages
Summary
Experienced in customer assistance, sales, and financial product promotion with multilingual capabilities and technical proficiency.
Key Achievements
- Consistently achieved or exceeded sales transfer and conversion goals at Kampaing Kings and YNCC.
- Recognized multiple times as top performer at Task Us for high customer resolution rates and service quality.
- Provided multilingual support across chat, phone, and email, ensuring compliance and high customer satisfaction.
Experience
Sales Agent
Managed inbound and outbound calls to promote personal loan options to pre-qualified clients in U.S. markets., Met and exceeded daily transfer and conversion goals, demonstrating persuasive communication and product knowledge., Guided interested customers through initial loan processes before...
Sales Agent
Contacted clients with high debt balances, offering customized low-interest loan solutions., Consistently achieved transfer targets and maintained a high rate of customer satisfaction., Delivered clear and professional communication to explain financial terms, helping customers make informed...
Customer Support Agent
Provide multilingual customer support via chat, phone, and email for Wise, a leading fintech platform offering international transfers and currency exchange., Resolve complex inquiries related to transfers, card delivery, fees, and account security (including takeovers and scam prevention)., Verify...