Client Support Specialist Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Hardworking Client Support Specialist with terrific problem-solving and troubleshooting skills. Engaging and personable with the ability to promote a "client first" mentality and dedicated to contributing to team-based environments.

  • Efficient and Detail-Oriented
  • Creative Problem Solving
  • Responding to Difficult Customers
  • De-escalation Techniques
  • Issue and Complaint Resolution
  • Verbal and Written Communication
  • Courteous with Strong Service Mindset
  • Customer Data Confidentiality
  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Building Customer Trust and Loyalty
  • Upselling Products and Services
  • Customer Account Management
  • Upbeat and Positive Personality
  • Team-Oriented and Cooperative
  • Excellent Attention to Detail
  • Inbound and Outbound Calling
  • Multi-Line Phone Systems
  • Time Management
  • Administrative and Office Support
  • Strong Analytical and Problem Solving Skills
  • Proficiency in Microsoft Office
  • Salesforce CRM
  • Sales Quota Achievement
Work History
Client Support Specialist, 02/2019 to Current
Advisor GroupLeesburg, VA,
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.
  • Interacted with team members across departments to research and resolve customer issues.
  • Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
  • Delivered prompt service to prioritize customer needs.
  • Responded proactively and positively to rapid change.
  • Exhibited high energy and professionalism when dealing with all levels of clients and staff.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Maintained up-to-date knowledge of product and service changes.
  • Trained all upcoming clients on Data Processor.

  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Met all customer call guidelines including service levels, handle time and productivity.
Universal Banker, 11/2017 to 02/2019
Home Bancorp, Inc.Lafayette, LA,
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Opened, closed and updated accounts for customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Balanced teller drawers and ATM cash.
  • Provided advice on different bank products and financial options.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Developed tailored solutions to meet individual banking needs.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Developed customized solutions of deposit, lending and other products for small business customers.
Customer Support Representative, 01/2014 to 06/2017
CommercehubDelmar, NY,
  • Supported customer questions and issues by gathering data, analyzing needs, evaluating possible resolutions and implementing best solutions.
  • Documented customer interactions in computer system and assisted cross-functionally with billing and technical support to deliver high-quality customer service.
  • Delivered exceptional customer service by prioritizing emergency issues and developing and employing workarounds to solve problems expeditiously.
  • Participated in ongoing training to learn new products and enhance skills to optimize customer support delivery.
  • Recommended solutions to complex situations through research and critical thinking and escalated customer to supervisor for enhanced support.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Developed Call Center and Trained staff on Customer Service team.
Teller, 02/2011 to 01/2014
Desjardins GroupOntario, CA,
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Stocked supplies for customers and personal teller station.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Provided customer records on demand, including account statements and copies of checks.
  • Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
  • Assisted tellers in cashing checks by verifying signatures and amounts.
  • Conducted various branch operations tasks such as balancing and replenishing ATM, TCD and shipment processing.
  • Managed inventory by tracking and ordering bank supplies, equipment and documents.
  • Executed various customer transactions, including deposits, withdrawals and money orders.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Received checks for deposits, entered information into database and issued receipts.
  • Turned in excess cash to maintain drawer security.
No Degree: Cosmetology, Expected in
Auburn Career Center - Painesville, OH
High School Diploma: , Expected in 05/2009
Cardinal High School - Middlefield, OH

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Resume Overview

School Attended
  • Auburn Career Center
  • Cardinal High School
Job Titles Held:
  • Client Support Specialist
  • Universal Banker
  • Customer Support Representative
  • Teller
  • No Degree
  • High School Diploma

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