Customer Care Agent resume example

• Processed cash, check and credit card payment transactions.
• Developed and maintained relationships with customers and assisted in generating sales opportunities.
• Developed and maintained relationships with customers while generating sales opportunities for financial products.
• Monitored and fulfilled customer banking requests by assessing customer requirements.
• Processed loan applications and financial transactions following company procedures.
• Maintained records of accounts.
• Performed required calculations and compiled and sorted documents.
• Monitored financial transactions and recommended ways to increase productivity.
• Offered sound financial recommendations to promote financial security, moving clients to take action.
• Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.

• Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
• Reconciled cash and checks against computer records at end of shift.
• Entered transactions into computer and issued customer receipts.
• Responded and assisted customers with account inquiries and updates.
• Explained bank services, financial products and applicable fees to customers.
• Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
• Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
• Ordered checks, placed stop payment orders and conducted additional special services for customers.
• Met or exceeded sales goals by promoting bank products and services in customer interactions.
• Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
• Identified and reported suspicious behavior to security personnel as appropriate.
• Opened new checking, savings and lines of credit for customer accounts.

• Provided confidential information to caller only after properly authenticating caller in accordance to set policy and procedures
• Met and exceeded very strong sales goals on a daily basis with referring additional Regions Bank products and services
• Solved complex problems with multiple software programs simultaneously in a timely manner
• Handled escalated issues very well and worked to diffuse situations to ensure customer satisfaction. • Helped new and existing clients open personal accounts, resolve issues related to online banking services, and navigate bank website; assisted corporate and small business account with online business banking.
• Unlocked locked accounts and provided temporary passwords to provide access to online accounts. • Troubleshot issues over the phone for customers using Firefox, Internet Explorer, Chrome, and Safari. • Supported customer service representatives by addressing customer inquiries by phone.
• Demonstrated appropriate and professional phone skills, exhibited composure and patience at all times
• Use my banking product knowledge to expand customer relationships
• Perform investigation and resolution of customer disputes with regards to charge off accounts.
• Handled customer disputes for unrecognized charges, non-receipt of goods, etc.