Customer Service Representative Resume Example Harborone Bank

CUSTOMER SERVICE REPRESENTATIVE

Summary

Personable and dedicated Customer Service Representative with extensive experience in banking industry. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Skills

Customer relations
Inbound and outbound calling
Retail sales customer service

Office equipment proficiency
Problem-solving abilities
Banking regulations knowledge

Experience

HarborOne Bank | Brockton, MACustomer Service Representative07/2016 - 08/2020

Identify and match customer product needs with Bank products and services by using the Sales Navigator to interview customers and discover financial needs.
Process all new accounts accurately and efficiently in accordance with regulatory and internal control standards.
Conduct appropriate follow up and onboarding activities.
Actively participate in all sales campaigns.
Maintain a thorough understanding of consumer loan products and appropriate procedures for loan applications. Discuss loan product options with customer, prequalify, and prepare appropriate loan documents including denials. May be required to request and analyze credit reports. Complete appropriate paperwork to disburse the loan to the customer.
Maintain a thorough knowledge of home equity and mortgage products. Assist customers with the completion of a home equity application. Disburse/ closing home equity loans ensuring all proper documentation is complete and accurate.
Maintain a thorough knowledge of business banking products including deposit, lending, cash management, and online banking.
Provides support for all functions associated with a Teller positon.

HarborOne Bank | Brockton, MANew Accounts Representative12/2010 - 07/2016

Identify and match customer product needs with Bank products and services by using the Sales Navigator to interview customers and discover financial needs.
Process all new accounts accurately and efficiently in accordance with regulatory and internal control standards.
Conduct appropriate follow up and onboarding activities.
Actively participate in all sales campaigns.
Maintain a thorough understanding of consumer loan products and appropriate procedures for loan applications. Discuss loan product options with customer, prequalify, and prepare appropriate loan documents including denials. May be required to request and analyze credit reports. Complete appropriate paperwork to disburse the loan to the customer.
Maintain a thorough knowledge of home equity and mortgage products. Assist customers with the completion of a home equity application. Disburse/ closing home equity loans ensuring all proper documentation is complete and accurate.
Maintain a thorough knowledge of business banking products including deposit, lending, cash management, and online banking.

HarborOne Bank | Brockton, MATeller Supervisor04/2006 - 12/2010

Receives checks and cash for deposit, verifies amount, ensures customer has account and examines checks for endorsement. Makes the decision to pay the check within preset dollar limits and policies and procedures.
Accepts customer loan, mortgage and safe deposit box payments. Posts appropriate payment type (principle vs interest payments).
Issues money orders, Treasurer's checks, handles coin machine slips and assesses appropriate fee.
Orders daily supply of cash from the vault ensuring drawer is maintained within set cash limits. Counts incoming cash for accuracy.
Scans work daily.
Balances by counting currency, coin, and checks in cash drawer and verifying to computer totals.
Refer products to existing and new members to assist with branch and individual goals.
Maintain teller balancing record in compliance with Bank standards.
Perform all duties professionally and within the Bank's standards, including maintaining customer confidentiality.
Scheduled staffing for the branch tellers.
Conduct monthly reviews of the tellers.

HarborOne Bank | Brockton, MAAssistant Teller Supervisor07/2001 - 04/2006

Receives checks and cash for deposit, verifies amount, ensures customer has account and examines checks for endorsement. Makes the decision to pay the check within preset dollar limits and HarborOne policies and procedures.
Accepts customer loan, mortgage and safe deposit box payments. Posts appropriate payment type (principle vs interest payments).
Issues money orders, Treasurer's checks, handles coin machine slips and assesses appropriate fee.
Orders daily supply of cash from the vault ensuring drawer is maintained within set cash limits. Counts incoming cash for accuracy.
Scans work daily.
Balances by counting currency, coin, and checks in cash drawer and verifying to computer totals.
Refer products to existing and new members to assist with branch and individual goals.
Maintain teller balancing record in compliance with HarborOne Bank standards.
Perform all duties professionally and within the Bank's standards, including maintaining customer confidentiality.
Conduct monthly reviews of 2 or 3 tellers.
Orders daily supply of cash for the branch ensuring branch cash limit is maintained. Counts incoming cash for accuracy.

Education and Training

Taunton High School | Taunton, MAHigh School Diploma06/1982

Resume Overview

Companies Worked For:

HarborOne Bank

School Attended

Taunton High School

Job Titles Held:

Customer Service Representative
New Accounts Representative
Teller Supervisor
Assistant Teller Supervisor

Degrees

High School Diploma

Customer Service Representative Resume Example

Resume Score: 80%

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