Brandon Blanco Email & Phone Number

Texas, United States

Westlake, Texas

• Provided direct, real-time support to Schwab clients via inbound phone calls in a fast-paced, market-sensitive environment while maintaining over 90% client satisfaction rating
• Efficiently processed a range of financial transactions, including check disbursements of up to $50,000, required minimum distributions, MoneyLinks (Direct Deposits), journal entries, and wire transfers
• Addressed and resolved more than 600 client inquiries related to investing, market strategies, and diverse investment accounts, including portfolios valued at over $10 million
• Proactively prepared for and successfully passed the Securities Industries Essentials (SIE) Exam, reinforcing commitment to professional development and enhancing expertise in the financial services industry

Cedar Hill, Texas, United States

• Oversaw invoicing and payment processing operations for over $990,000 in annual accounts receivable, implementing best practices to streamline workflows and improve overall efficiency in financial transactions
• Efficiently executed over 1,000 billing tasks, meticulously recording and maintaining information in company databases to ensure data accuracy and integrity
• Performed outstanding invoices with a proactive approach and completed collection duties

Dallas County, Texas, United States

• Engaged with over 550 potential clients to assess their needs and effectively promote energy services, contributing to increased brand awareness and customer acquisition.
• Addressed customer inquiries regarding credit checks, service options, plan pricing, and availability, delivering clear and accurate information that resulted in a 85% client satisfaction rate
• Maintained strong relationships with existing clients, ensuring high-quality service delivery while identifying sales opportunities

• Assisted in the installation and setup of technology equipment, ensuring seamless integration and optimal functionality for over 200 users
• Delivered prompt and effective technological support, providing fixes and troubleshooting to resolve issues
• Displayed effective inventory management control which reduced equipment retrieval time by 30%
• Ensured a safe and secure digital and physical environment by adhering to best practices and protocols