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.
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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
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.
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.
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)
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