Brandon Blanco Email & Phone Number

Texas, United States

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