Ivan Aragon Email & Phone Number

Irvine, California, United States

Irvine, California, United States

Irvine, California, United States

• Resolves Customer Inquiries and questions with courteous, friendly, and efficient service in a call center environment• Respond to email correspondence and chats quickly • Educates our clients on the company’s products and programs• Look for innovative ways to enhance the customers’ experience • Be a multi-tasker, switching between multiple screens and systems with speed and ease in order to provide quick and accurate information to the client • Manage escalated client calls with courtesy and professionalism

Anaheim, California, United States

-Serves customers by completing account transactions.-Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.-Sells cashier’s checks, traveler’s checks, and series e bonds.-Answers questions in person or on telephone and refers customers to other bank services as necessary.-Records transactions by logging cashier’s checks, traveler’s checks, and other special services; preparing currency transaction reports.-Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.

United States

• Created strategic execution plans for CEOs at an annual planning retreat• Created a project roadmap for Google Ad campaigns• Developed a product-market fit testing strategy to improve audience targeting• Coordinated team operation roles during upper management client meetings and executive forums• Lead strategic action plan discussions for business development issues such as process improvement & infrastructure development