LiveCareer-Resume

customer service representative resume example with 4+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

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

Skills
  • Adaptive team player
  • Customer relations
  • Money Handling
  • CRM
  • Money Transfer Systems
  • Currency and coin counter
  • Exceptional customer service
  • Excellent communication skills
  • MS Office proficient
  • Energetic
  • Approachable
  • Reliable
  • Friendly
  • Practiced knowledge of bank security systems
  • Strong work ethic
  • Financial counseling
  • Payment negotiation
  • Healthcare insurance knowledge
  • Insurance sales strategy
  • Policy adjustment knowledge
  • Customer follow-up
  • Client retention
  • Decision-making
  • Multitasking
  • Basic math
  • Friendly, positive attitude
  • Team building
  • Computer skills
  • Organizational skills
Education and Training
Lemmon High School Lemmon, SD Expected in 05/2009 High School Diploma : - GPA :
Experience
Carlisle Companies Incorporated - Customer Service Representative
Cartersville, GA, 10/2021 - Current
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Entered transactions into computer and issued customer receipts.
  • Explained bank services, financial products and applicable fees to customers.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Assisted customers with bank operations, opening accounts, accessing safe deposit boxes and ATM operations.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Ceco Environmental Corp. - Aflac Agent
Monroe, CT, 05/2021 - Current
  • Responded promptly to customer service calls and inquiries from diverse groups of individuals.
  • Identified issues and determined when to appropriately escalate.
  • Developed and maintained thorough knowledge of regulatory, departmental and company policies.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Collaborated with individuals through meetings and conference calls.
  • Expanded client list by compiling information of potential clients to contact.
  • Followed up with warm leads to drive deals to completion.
  • Collaborated with various departments and new customers on product offerings.
  • Developed marketing plans to assist in growing business opportunities.
  • Maintained pleasant and cordial attitude, remaining calm when issues arose.
  • Discussed policy features with customers and assisted in choosing best policies for individual needs.
  • Determined correct products or services to best fit with customer needs.
  • Spoke with 15 potential customers per day in hopes of expanding customer base.
  • Assisted existing customers with policy renewals.
  • Provided quick turnaround time when customers called with questions, usually within 24 hours.
  • Organized customer databases and records.
  • Ran prospect and lead reports on weekly basis and distributed to appropriate personnel.
Hospital Sisters Health System - Corporate - Customer Service Representative
Menomonie, WI, 02/2018 - 09/2019
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Entered transactions into computer and issued customer receipts.
  • Explained bank services, financial products and applicable fees to customers.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Assisted customers with bank operations, opening accounts, accessing safe deposit boxes and ATM operations.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Adhered to financial services security and audit procedures.
  • Trained employees on cash drawer operation.
West River Health Services - Financial Counselor
City, STATE, 01/2016 - 01/2018
  • Assisted patients without healthcare coverage to find resources, services and assistance needed.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Processed monthly payments on bills
  • Sent past due account to collections
  • Printed statements

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Resume Overview

School Attended

  • Lemmon High School

Job Titles Held:

  • Customer Service Representative
  • Aflac Agent
  • Customer Service Representative
  • Financial Counselor

Degrees

  • High School Diploma

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