client services representative resume example with 15+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Summary
Personable and dedicated Customer Service Representative with extensive experience in insurance/financial services industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Skills
Membership Renewals
Account Management
Customer Retention Strategies
Order and Refund Processing
Data Entry and Maintenance
Customer Service
Building Customer Trust and Loyalty
CRM Software
Multitasking and Prioritization
Call Documentation
Customer Data Confidentiality
Upbeat and Positive Personality
Calm and Professional Under Pressure
Experience
Client Services Representative, 05/2018 - Current Triumph Bancorp, Inc. – Hudson, CO,
Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
Managed and updated physical and digital client account information to keep records accurate and current.
Documented customer correspondence in CRM to track requests, problems and solutions.
Reduced financial discrepancies, ensuring on-time, accurate deposit balances, incoming checks, available revenues and receipts for investment processes.
Prepared monthly and year-end closing statements, financial documents and invoices.
Placed orders for office products, including paper and toner and kept strict eye on inventory.
Sales Representative, 01/2018 - 05/2018 At & T – Whites Creek, TN,
Adhered to company initiatives and achieved established goals.
Presented products and services to prospective and existing customers to meet client needs.
Developed key customer relationships to increase sales.
Placed orders and answered customer questions, through email and over phone to maximize customer service.
Identified customer needs by asking questions and advising on best solutions.
Seasonal Customer Service Representative, 10/2017 - 01/2018 The Andersons, Inc. – Norfolk, VA,
Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
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