Xavier Andrew Salinas

Xavier Andrew Salinas

Customer Service Agent

Followers of Xavier Andrew Salinas810 followers
location of Xavier Andrew SalinasWinter Haven, Florida, United States

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  • Timeline

  • About me

    Director Analytics Finance and Reporting

  • Education

    • EGADE Business School

      2016 - 2019
      Master’s Degree Finance, General
    • Universidad Regiomontana, A.C.

      2011 - 2015
      Bachelor’s Degree International Business
    • NBCC (New Brunswick Community College)

      2013 - 2014
      Associate’s Degree Investments and Securities
  • Experience

    • Teleperformance

      Jan 2012 - Jan 2013
      Customer Service Agent

      - Bill explanation, payments arrangements, new lines, new features, bill adjustments and technical problems.- Managed a high-volume workload within a deadline-driven environment- Helped company attain a higher customer service rating.- Completed voluntary customer service training to learn ways to enhance customer satisfaction and improve productivity.

    • Sitel

      Jan 2013 - Jun 2013
      Customer Service Agent

      - Reservations, itineraries modification, inquiries. - Manage conversational flow through listening and clarifying.- Deal with conflicts, upset customers and challenging situations- Build long-term loyalty through delivering outstanding service.

    • Scotiabank

      Feb 2014 - May 2014
      Financial Advisor Assistant

      - Met directly with clients to review documents and discuss financial planning options- Oversaw investment and proactively managed client funds - Promptly answer financial questions.

    • Old Mutual Group

      Feb 2015 - Jun 2015
      Financial Planner

      - Meet with clients to determine financial needs and goals and develop growth plans- Used solid market and financial data to reinforce recommendations.- Monitored markets and adjusted client plans as needed - Sold mutual funds to medium-high net worth individuals

    • Fidex Seguros y Fianzas

      Jun 2015 - Jun 2016
      Ejecutivo de autos y casa

      - Analyze information from Heineken and SCYF and assess their insurance needs- Schedule and attend meetings to solve insurance-related problems and improve methods.- Negotiate with the various insurance companies to provide coverages suited to Heineken´s needs at the best price.- Advice clients on risk management and assist them to reduce insurance claims.- Prepare monthly reports with statistics.- Renew or modify existing policies- Assist clients in claim process when insurance companies do not comply with conditions stated. - Develop and maintain relationships with clients.- Make sure insurance premiums are paid on time.- Keep detailed records of Heineken and SCYF policies through an internal software. Show less

    • CHRISTUS MUGUERZA

      Jun 2016 - May 2017
      Financial Analyst
    • Johnson Controls

      May 2017 - Mar 2022
      • Finance Manager

        Jul 2020 - Mar 2022
      • Area Controller jr

        Nov 2019 - Jul 2020
      • Senior Financial Analyst

        May 2018 - Nov 2019
      • Financial Analyst

        May 2017 - May 2018
    • Toshiba Global Commerce Solutions

      Mar 2022 - now
      • Director Analytics, Reporting and Finance

        May 2023 - now
      • Sr Manager Analytics, Reporting and Finance

        Mar 2022 - now
  • Licenses & Certifications

    • Analista de comercio exterior

      Comercio mundial organizado
      Aug 2013
      View certificate certificate
    • Excel intermedio

      CompuEducación
      Oct 2015
    • Certificado de liderazgo y competencias empresariales

      CDG Consultores
      Dec 2013
    • Canadian securities course

      Canadian Securities Institute (CSI)
      Apr 2014
      View certificate certificate
  • Volunteer Experience

    • supporter in different activities.

      Issued by Cáritas de Monterrey, A.B.P. on Jan 2013
      Cáritas de Monterrey, A.B.P.Associated with Xavier Andrew Salinas