Lindsay Concepción, Bs Email & Phone Number

Leesburg, Florida

• Assisting customers in handling various transactions on a daily basis.• Handling cash drawer as well as identifying opportunities for product sales to existing customers.• Processing payments, deposits, withdrawals, and balancing.• Ensuring that all business practices and transactions comply the rules SunTrust Code of Conduct.• Defining best practices for interacting and providing best services to clients.• Identifying referral opportunities and make appropriate referrals as required.

Bonita Springs, Florida

• Life Insurance sales• Annuities• Retirement• Financial Planning

• Processing checks, cash and direct debit payments and withdrawals.• Setting up and maintaining customers’ accounts and dealing with enquiries.• Using a computerized system to update account details.• General administration tasks such as maintaining records, opening post and sending letters tocustomers. • Troubleshoot problems related to customer finances and management. • Answer the phone and listen to customers' questions and concerns and resolve it.

Bayamón

• Follow corporate guidelines relating to Merchandise Claims & Control.• Offers great, friendly, and efficient customer service by responding quickly to customer calls,making eye contact, smiling and greet customers, answers customers questions and concerns.• Answers telephone professionally; monitors incoming calls to ensure timely associate response.• Understand precise register functions including, but not limited to: processing all transactions,forms of tender, tax exemptions, rain checks, refunds, exchanges, and paying off credit card andlayaway payments.• Follow all policies and procedures for efficient refund and exchange transactions, while protecting company assets and unit integrity.

Toa Baja