Effective Client/Customer Service Representative with 20 years of experience assisting customers using active listening and customer needs assessment to offer targeted solutions. Consistently friendly and professional when handling diverse customer needs in high-volume call center environments. Smoothly manage workflow and optimize team strengths to meet service quotas.
Skills
Customer support
Active listening
Customer relations
Collecting information
Verifying data accurate
Data processing
Customer service-oriented
Time management
Money Handling
Call Center Operations
Inbound and Outbound Calling
High-energy attitude
Experience
10/2017 to Current
Data Entry ClerkJones Lange Lasalle Inc. – Livermore, CA,
Maintained quality levels above prescribed minimums to support team productivity and efficiency.
Verified and logged deadlines in response to daily inquiries and requests.
Identified errors in data entry and related issues by mentioning to supervisors for resolution.
Transferred written information into databases to maintain consistent, accurate client records and project details.
Transferred completed work to QA's for review and approval.
Adhered to strict data confidentiality policies to prevent information leakage.
Proofread documents, editing materials to correct grammar and spelling mistakes.
Answered incoming phone calls and directed callers to appropriate departments and personnel.
Collected information related to Education, Employments and References through conduction of thorough interviews.
Checked all contact information from research subjects for accuracy and implemented it into company's computer system.
Maintained confidentiality when addressing sensitive information with tact and diplomacy.
10/2004 to 08/2017
Client Service RepresentativeHighmark Inc. – Edinboro, PA,
Greeted incoming customers to provide immediate, friendly and knowledgeable support.
Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Managed and updated physical and digital client account information to keep records accurate and current.
Researched issues and made quick decisions to achieve efficient and effective resolutions.
Engaged customers with proactive strategies to understand needs and develop successful solutions.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Evaluated customer account information to assess current issues and determine potential solutions.
Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Prepared official checks for customer and internal bank needs.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
Entered transactions into computer and issued customer receipts.
Verified amounts and integrity of every check or funds transfer.
Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
Reconciled cash and checks against computer records at end of shift.
Maintained optimal financial controls by securing funds and making accurate transactions.
Explained bank services, financial products and applicable fees to customers.
Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
Responded and assisted customers with account inquiries and updates.
Identified and reported suspicious behavior to security personnel as appropriate.
Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
10/2001 to 10/2004
Client Service RepresentativeKilter Group – New York, NY,
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
Prepared official checks for customer and internal bank needs.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
Processed new accounts, including checking and savings accounts credit applications.
Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
Entered transactions into computer and issued customer receipts.
Verified amounts and integrity of every check or funds transfer.
Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
Reconciled cash and checks against computer records at end of shift.
Maintained optimal financial controls by securing funds and making accurate transactions.
Explained bank services, financial products and applicable fees to customers.
Recommended bank products and services to current and prospective customers.
Opened new customer accounts, including checking, savings and lines of credit.
Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
Responded and assisted customers with account inquiries and updates.
Identified and reported suspicious behavior to security personnel as appropriate.
Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
Education and Training
Expected in 05/1999
Associate of Arts: Early Childhood Education Northeast Community College - Norfolk, NE GPA:
Expected in 05/1997
High School Diploma: Pierce High Scool - Pierce NE, GPA:
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