A highly resourceful and innovative individual, who has the quality and considerable amount of knowledge regarding administrative and office procedures.
Highlights
Leadership/Management
Customer Service
Organization
Microsoft Word, Outlook, Excel
Office procedures
Data management
Skilled multi-tasker
Team management
Experience
Customer Service Representative, 08/2015 － 07/2016Company Name － City, State
Accountable for taking incoming calls for 50+ clients.
Prepared and organized meetings for clients.
Provided executive administrative support 30+ clients.
Circulating documents via post and email.
Scanning and copying contracts, notes and other documents.
Customer Relations Specialist Team Lead, 10/2009 － 04/2014Company Name － City, State
Provide a key role in creating Customer Relations Specialist Department due to CFPB in 2012.
Diplomatically resolve customer complaints on a as-needed basis.
Manage phones calls, team work load, coaching, call monitoring, and system documentation monitoring.
Develop reports and matrix for monthly meetings and assist manager when not available for meetings.
Monitor employee's activities and conduct one-on-one regularly to ensure peak performance.
Update policies and procedures as needed.
Financial Service Representative/ Lead Teller, 09/2005 － 10/2009Company Name － City, State
Provided a high level of support to my co-workers.
Cross selling banking services and products to customers and assisted with their banking needs.
Cash handling, balancing drawers, and placing orders for inventory.
Managed all daily branch operations, which included opening/closing branch.
Customer contact and conflict resolution.
Overdraft authorizations and override approvals.
Prepare consumer loan applications for underwriting review.
Managed tellers, Financial Service Representatives, and audit teller drawers and vault.
Assisted manager when needed.
Perform teller and Financial Service Representatives duties on a daily basis.
Languages
English and Spanish
Skills
administrative support, banking, Cash handling, closing, coaching, conflict resolution, contracts, copying, resolve customer complaints, clients, Customer Relations, Customer Service, Data management, email, English, Financial, inventory, Leadership, notes, meetings, Excel, Office, Outlook, Microsoft Word, peak, policies, selling, Scanning, Spanish, system documentation, team work, phones, underwriting
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Job Titles Held:
Customer Service Representative
Customer Relations Specialist Team Lead
Financial Service Representative/ Lead Teller
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