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Customer Service Representative Resume Example

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CUSTOMER SERVICE REPRESENTATIVE
  • https://www.linkedin.com/in/jrandise
Professional Summary
Motivated banking professional who enjoys the challenge of building customer relationships, taking on new responsibilities, and solving problems from initiation through to completion.
Skills
Encore! Platform and Teller Software
Microsoft Office Suite
Microsoft Outlook
Lotus Notes
CurrencyTeller
Windows PC		CardWizard Instant Card Printer
ALSCOM Application Tracker
TD Store Admin (loan processing)
Teller Cash Recycler (TCR)
Multi-line phone
Bank operations and security procedures
Work History
Customer Service Representative, 06/2016 to Current
TD Bank – Wayland, MA
  • Converse with new customers about their financial needs and use active listening to match customers with bank products and services.
  • Identify cross-sell opportunities and recommend accounts, loans, and bank services that are in the customers' best interest. 
  • Provide legendary customer service and build relationships to generate repeat customers.
  • Meet and exceed quarterly sales and cross-sell goals.
  • Investigate and resolve customer inquiries and problems in person and over the phone in a timely and empathetic manner.
  • Advise customers on mortgage, personal, and home equity loans and lines of credit. 
  • Process successful referrals to licensed bankers, mortgage loan officers, and business specialists.
  • Transition efficiently between service desk and teller line based on branch needs and customer volume.
  • Process teller transactions with speed and accuracy. Balance cash drawer, coin vault, and cash recycler nightly.
  • Assist management in executing and processing ATM and vault audits.
401k Research Intern, 06/2015 to 08/2015
Navin, Haffty, & Associates – Westborough, MA
  • Analyzed the performance, diversity, and cost-effectiveness of a leading healthcare consulting firm's 401k plan.
  • Created and distributed a survey to the company's employees to determine their engagement and satisfaction with the 401k plan and overall comfort with investing.
  • Created an interactive model in Excel showing the projected growth of an average employee's 401k plan, taking into account ROI based on typical asset allocation, average contribution, age, and expense ratios as determined by data collected during investment research and company survey.
  • Completed analysis in a thorough and punctual manner with limited day-to-day supervision.
  • Made recommendations based on all findings, including employee feedback, and presented findings to supervisors, plan administrators, and company executives.

Jewelry Consultant, 09/2014 to 02/2015
Zale's – Auburn, MA
  • Engaged with customers in a sincere and friendly manner.
  • Recommended merchandise to customers based on their needs and preferences.
  • Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
  • Helped take daily inventory of high-value merchandise.

Education
Bachelor of Arts: Economics, 2016
Clark University - Worcester, MA
Certifications
  • NMLS ID #1504132
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Resume Overview

Companies Worked For:

  • TD Bank
  • Navin, Haffty, & Associates
  • Zale's

School Attended

  • Clark University

Job Titles Held:

  • Customer Service Representative
  • 401k Research Intern
  • Jewelry Consultant

Degrees

  • Bachelor of Arts : Economics , 2016

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