Robert Quintero Email & Phone Number

Scottsdale, Az, Us

Scottsdale, Arizona, United States

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

Legitimize account data and make appropriate decisions to establish identity and still deliver a higher level of customer service. Multitask several applications while acknowledging client concerns and still able to obtain business objectives

Phoenix, Arizona Area

Responsible for initiating a case file for customers who had their bank account number compromised, answer general questions about the account, perform maintenance functions, and assist with transitioning to a new account number. Prepare affidavits, research fraudulent transactions and determine ways to recover funds. Help victims of identity fraud and take preventative measures to protect potential victims. Discuss with clients questions about BSA and KYC. Interview people to prevent possible account takers, new account fraud, wire fraud, internet fraud and other types of fraud. Train new employees and assist team with questions and assign appropriate work load.

Tempe, Az

As a high performing team member of BMO Harris Bank, the Service Representative is accountable for delivering superior customer service that defines great customer experience, in performing a variety of basic banking services.The Service Representative is also accountable for referring prospects to Personal Bankers and other banking groups to deliver clarity to our customers.

Tempe, Az

Help clients grow and manage their online presence and provide world class customer service by providing technical support and giving advice on products and services.Help clients with domains, website builder, Wordpress and Microsoft email. Help clients with search engine optimization.

● Demonstrate exceptional leadership overseeing all aspects of customer service and operations for the banking center.● Co-own the branch P&L by proactively managing operations, losses and controllable expenses such as overtime.● Market retail banking products and services to mass market customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank.● Drive revenue by maximizing acquisitions in deposits, loans, fees and the cross-sell of convenience-based services and promote alternate delivery channels.● Manage all aspects of the branch including sales, operations and administration.