Santiago Sosa

Experience

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  Autodent care

  May 2018 - Jun 2019

  Receptionist

  Billing and assisting clients or consumers with any concerns they may have about their chargesOrganizing billing, consumer, and client data, among other things.Responding politely and promptly to all customer inquiriesAbility to communicate clearly with clients, suppliers, and other staff, both verbally and in writingTo keep reliable records and find valuable details quickly, you'll need organizational skills.

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  Chick-fil-A Restaurants

  May 2019 - Jan 2021

  Lead Trainer

  As a certified trainer, I started starts to assume leadership roles. Beyond the practical ability of a team member, I am required to show good character and honesty. I would manage customer issues, relieve Shift Lead pressure, and lead individuals. New Hires look up to Certified Trainers as role models.

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  Sunrun

  Jan 2021 - Jun 2021

  Sales Associate

  Represent Sunrun as a professional ambassador for our mission, promoting solar awareness.Customers should be approached in retail locations and offered Sunrun's solar service solutions.Every month, meet the team and individual sales targets.Assist Retail Solar Consultants in qualifying leads, designing systems, and closing deals.At a local level, establish and nurture relationships with retail store management.

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  JPMorganChase

  Aug 2021 - Jul 2024

  -Checked amount details and fraud markers for transaction papers such as checks and money orders-Monitored customer behaviors and upheld strict protocols to prevent theft of assets-Identified sales opportunities and referred customers to branch partners in financial services-Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions-Coordinated daily cash reconciliation in high-volume location-Promoted products or services to each customer to consistently achieve sales targets-Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft-Executed customer transactions, including deposits, withdrawals, money orders and checks-Rapidly and efficiently prepared customer and ATM cash and change orders-Upheld strict financial controls by keeping funds secure and accurately transferring monies-Performed customer transactions for money orders, cashiers checks, deposits and withdrawals-Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages-Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse-Handled various accounting transactions-Collected member loan payments-Organized, stocked and maintained teller window area-Executed wire transfers, stop payments and account transfers-Sold cashier's checks, traveler's checks and money orders-Maintained friendly and professional customer interactions-Processed exchange and foreign currency-Maintained teller drawer to perform bank transactions Show less

  • Relationship Banker

    Jan 2023 - Jul 2024

  • Associate Banker

    Aug 2021 - Dec 2022
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  Navy Federal Credit Union

  Aug 2024 - now

  Investment Service Coordinator

  -Respond promptly to member inquiries via telephone, digital chat, and other communication channels.-Assist with client inquiries, verifying Customer Personal Identity (CPI) during interactions.-Strive for first call resolution through research and follow-up; redirect calls as necessary.-Support client relationship building by identifying needs, overcoming objections, and transferring to the appropriate team.-Proactively make outbound calls to resolve rejected paperwork issues and manage referrals and appointments.-Uses assets map to gather members information -Handle challenging situations with tact, using appropriate customer service communication.Review client accounts, assess needs, and create cross-servicing opportunities to enhance product penetration.-Identify account irregularities and potential fraud, following the Bank Secrecy Act/Anti-Money Laundering guidelines, and report issues as needed.-Assist with account setup, changes, and preparing account reviews and financial plans, ensuring compliance with NFIS and industry standards.-Prepare and review client paperwork to ensure accuracy and adherence to regulations.Stay updated on federal, industry, and agency regulations, NFIS policies, and security updates.-Track and coordinate expenditure, new business, and appointment results from marketing initiatives. Show less