Octavio Rubio Email & Phone Number

Palo Alto, California, United States

Determine automotive problems and services by listening to customer's description of symptoms; make recommendations for services and repairs based on technician recommendations. Upselling products to the client based on needs and prolonging the life of the vehicle. Prepare repair orders (RO) by describing symptoms, problems, and causes discovered, as well as repairs and services required and ensuring accuracy. Going above and beyond to keep customer informed of the status and any additional needs for their vehicles; build customer rapport and starting life long relationships by giving full disclosure and making arrangements to ensure that customer is taken care of (car rentals, shuttle service, appropriate discounts and services).

San Jose, California, United States

Work with new and existing customers to discover financial needs and delivering solutions. Work closely with branch partners (Private Client Advisor, Mortgage Banker, Business Specialist, and Private Client Banker) to build individualized financial plans. Quickly and effectively resolving customer issues from start to finish. Contributing to overall branch P&L success through limiting customer attrition, actively increasing balances and creating new business through branch leads and customer referrals. Act as backup teller during high traffic times to decrease customer wait time. Assist with applying for credit cards, home equity lines and auto loans. Discover additional services and conveniences to create long term commitment to bank. Achievements:• Top 3 Personal Banker Ranking in the District• Recognized by Market Manager for exceptional customer service• Part of Gold Medal Customer Service Team for Silicon Valley Market

San Jose, California, United States

San Jose, California, United States

Sunnyvale, California, United States