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Customer Service Representative Resume Example

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CUSTOMER SERVICE REPRESENTATIVE
Summary

I am a very personable and dedicated Customer Service Representative with extensive experience in the Banking industry. I am a solid team player with an upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to work place success. I specialize in quality, speed and pride myself with the ability to be Articulate, enthusiastic and results-oriented. In the positions I have held as an adult, being Ethical, is a must and I pride myself at processing high volumes of error-free transactions and meeting departmental goals and guidelines. Offering 13 years of experience in quickly resolving monetary issues and maximizing customer retention opportunities. I am Proficient in managing conversational flow and diffusing difficult customer situations, as well as, maintaining a successful rapport with people of all ages.

Skills
  • Retail sales customer service
  • Courteous demeanor
  • Problem-solving abilities
  • High-energy attitude
  • Customer relations
  • Bank regulations knowledge
  • Active listening
  • Clerical support
  • Adaptive team player
Experience
Customer Service Representative|Company Name - City, State|02/2018 - Current

As a CSR 1, I help customers and fellow colleagues in day-to-day functions.

I provide high quality customers services on new and existing accounts. I prepare paperwork for signature cards, check orders, balance transfers, and help with online portal services. I come with a wealth of knowledge of our Bank policy and procedures and help to ensure that all employees follow operations guidelines to perform our duties to the best of our abilities. I am always available for questions, and aid in training others to reach my level of operation.

Essential Functions and Performance Areas include:

  • Performs all duties of a teller
  • Answer basic customer inquiries regarding products while complying with disclosure requirements
  • Identifies customer needs and engages in the process of cross-selling bank products and services
  • Process new Account; personal, business, certificates of deposit, etc.
  • Process debit card requests, new cards, replacement cards, card maintenance, etc.
  • Assist customers with basic internet banking requests such as enrolment, password resets, bill pay, etc.
  • Performs reconciliations of internal general ledger and DDA accounts
  • Process and maintain branch safe deposit boxes
  • I am a bonded, Notary Public assisting customers and non-customers upon request

Knowledge, Skills and Abilities

  • Customer service engagement skills with proven ability to deescalate problem situations
  • Analytic skills and the ability to trouble-shoot problems
  • Good attention for detail and ability to minimize errors in work
  • Ability to establish and maintain effective working relationships with other employees
  • I can communicate professionally, with coworkers, customers and vendors

Additional Job Duties

  • Comply with bank operations and security policies and procedures
  • Maintain customer confidentiality and protect bank operations by guarding customer's personal and account information, being vigilant regarding potential information security threats
  • Helps to keep an orderly and organized work environment with a positive attitude and enjoyable invironment
Insurance Agent Assistant|Company Name - City, State|08/2015 - 02/2018

As an Office Assistant, I acquired an insurance license and learned to sell insurance.

Job Functions:

  • Drove client retention by increasing savings opportunities and identifying premium discounts for Fire, Life, and Auto policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Collected payments, made deposits, and balanced bookkeeping at the end of each day, to ensure that all funds received from customers met all checks and balances required by the agent.
  • Helped to file and research claim for the Agent's customers.
  • Updated policies and made changes accordingly to policies that required updates on an annual, semi-annual, monthly basis.
  • I greeted every customer who entered the premises with a smile and a helping-hand.
Teller/Customer Service Representative Supervisor|Company Name - City, State|11/2007 - 07/2015

In November 2007, I started my career with Farmers State Bank as a part-time teller, during my Senior year of High School. On August 4,2009 I took a full-time position as a full-time Teller, and in June 2013 I stepped up to the Customer Service Representatives position.

Job Functions:

  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Verified amounts and integrity of every check or funds transfer.
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Responded and assisted customers with account inquiries and updates.
  • Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 98%.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
  • Reconciled cash and checks against computer records at end of shift.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Recommended bank products and services to current and prospective customers.
Education and Training
Trenton High School||City|05/2008High School Diploma
North Central Missouri College|CitySome College (No Degree): Business Management

I have completed 42 hours into a Business Management Degree.

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Resume Overview

School Attended

  • Trenton High School
  • North Central Missouri College

Job Titles Held:

  • Customer Service Representative
  • Insurance Agent Assistant
  • Teller/Customer Service Representative Supervisor

Degrees

  • High School Diploma
    Some College (No Degree) : Business Management

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