client service specialist resume example with 12+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Motivated Relationship banker with 10 + years of Banking & Finance Recognized for assessing operational needs and developing solutions to save costs, improve revenues, and drive customer satisfaction. Resourceful and well-organized with excellent leadership and team building record. Articulate Relationship Banker driven to succeed. Strategic planning and client relationship management expert.
Goal-driven Financial Advisor adept at building customer base and increasing revenue. 7 years’ experience in the field. Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible and computer-savvy.
Skills
Upselling and cross-selling
Production planning
Financial administration
Relationship development
Leadership training
Customer Service
Account maintenance
Due diligence
Account reconciliation
Financial consulting
Business development assistance
Financial modeling
Self-motivated professional
Customer satisfaction
Portfolio analysis
Financial product expertise
Cash vault audit
Increased revenue
Branch operations
Rapport building
Financial strategy management
Sales growth
Team management
Customer care experience
Microsoft Office
Active listening
Cross-Selling and Upselling
Relationship Building
Attention to Detail
Account Maintenance
Issues Resolution
Financial Statements Preparation
MS Excel
Opportunity Identification
Verbal and Written Communication
Regulatory Compliance
Experience
06/2022 to 10/2022Client Service SpecialistBok Financial Corp. | Tulsa, OK,
Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
Managed and updated physical and digital client account information to keep records accurate and current.
Greeted incoming customers to provide immediate, friendly and knowledgeable support.
Responded within established timeframes to address customer concerns and inquiries by phone or email.
Promoted client satisfaction by working with operational teams in proper resolution of service issues.
Received and submitted payments, updated account information and provided receipts.
Scheduled and confirmed appointments based on customer availability.
Documented customer correspondence in CRM to track requests, problems and solutions.
Scheduled meetings with prospective and existing clients to optimize long-term business success.
Implemented new company platform initiatives, learning and mastering new technologies to improve client service.
11/2013 to 02/2022Relationship BankerMerchants Bank Of Indiana | Saint Paul, MN,
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Responded basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards
Developed highly effective teams to support branch operations and cultivate customer satisfaction
Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer
Partnered with specialists, including loan and mortgage officers and financial advisors to provide customers with access to experts
Created strategic financial solutions to suit client needs and promote branch services
Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Enhanced financial performance metrics by networking to create successful and sustainable relationships.
Led banking tasks, business administration and financial decision-making to ensure first-class client services.
Advised customers on bank products, services and financial planning options.
Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
09/2011 to 10/2012Universal BankerMerchants Bank Of Indiana | Washington, DC,
Responded to 10 basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards
Counseled clients on financial matters and provide recommendations investment opportunities, products, and services basedon client needs and asset availability
Expanded client base through consistent product promotion and sales strategy
Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Requested financial documents from customers.
Reviewed customer financial data to ascertain level of risk involved for extending credit.
Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
Prepared financial ratios and spreads using computer programs to evaluate customer financial status.
Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
Conducted credit reviews on corporations to assess financial conditions.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
09/2008 to 08/2011Customer Experience ManagerAscena Retail Group | Aurora, CO,
Generated sales by executing complete sales cycle process and break-even rate-tracking through contract negotiations and close
Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
Taught sales staff to properly coordinate clothing racks and counter displays to maximize promotional effectiveness
Planned and executed in-store promotional events to increase customer engagement and sales revenues
Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
Oversaw address of customer requests for friendly, knowledgeable service and support.
Drove customer escalations to resolution by engaging directly with clients.
Revised department schedules to maximize coverage during peak hours.
Prepared documentation, reports and logs to identify and manage sales metrics and support process driven activities.
Customized sales and education programs and training for various high-end clients.
Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
Established sales goals and strategies that contributed to increased growth in sales and profitability.
Contacted customers via phone and email to explore connections, offer services and cement relationships.
Education and Training
Expected in 1997 to to High School Diploma | Mariposa County High School, Mariposa, CAGPA:
Expected in 2001 to to Associate of Arts | Retail ManagementCSU of Fresno , Fresno, CAGPA:
Expected in 2011 to to Bachelor of Arts | Business Administration and ManagementUniversity of Phoenix, Tempe, AZGPA:
Accomplishments
Developed relationships with 500+ new clients and typically exceeded sales goals by 97%
Recognized as Employee of the 2x Golden Spoke Award for outstanding performance and team contributions.
Consistently maintained high customer satisfaction ratings...
Created highly effective new program that significantly impacted efficiency and improved operations.
Recognized as Employee of the year for outstanding performance and team contributions.
Consistently maintained high customer satisfaction ratings.
Developed relationships with 200 new clients and typically exceeded sales goals by 85%.
Activities and Honors
Member, Small Business Association (2008 - present)
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