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Deposit Returns & Payment Operations Service Representative III Resume Example

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DEPOSIT RETURNS & PAYMENT OPERATIONS SERVICE REPRESENTATIVE III
Experience
Deposit Returns & Payment Operations Service Representative III, 08/2016 to Current
BMO Harris Bank – Mequon, WI
  • Ensure customer satisfaction by guiding bankers with proper steps to ensure the policy and procedures of the bank are followed.
  • Assist fraud department with protecting customers and bank from criminal activity through monitoring of fraudulent check cashing and deposit activity.
  • Team with other departments to resolve customer account issues.
  • Create spreadsheets for other departments for escalation and balancing.
Customer Service Representative II, 01/2013 to 08/2016
T&O, BMO Harris Bank – Milwaukee, WI
  • Earned customers' trust by providing exceptional customer service and exceeding customer financial service needs.
  • Educated customers on latest bank offerings for products and services, which led to increased branch product sales.
  • Recorded transactions and performed reconciliations of bank drawers, vault, and ATM with high degree of efficiency and accuracy.
  • Identified and resolved discrepancies in accordance with bank policies and procedures.
  • Analyzed branch performance for presentation to upper management and developed schedules to respond to branch requirements.
Tax Preparer, 02/2009 to 01/2013
Alta Accounting Services – Mequon, WI
  • Prepared personal tax returns using Tax Accounting Software while utilizing attention to detail and analytical skills.
  • Processed and performed payroll functions for small business clients through Creative Solutions software.
  • Composed client correspondence as requested utilizing strong written communication skills.
  • Frequently communicated with clients to understand their tax/financial needs and communicated pertinent information to management.
  • Organized client files and ensured timely processing of requested services.
Work History
Deposit Returns & Payment Operations Service Representative III, 08/2016 to Current
BMO Harris Bank – Milwaukee
  • Ensure customer satisfaction by guiding bankers with proper steps to ensure the policy and procedures of the bank are followed.
  • Assist fraud department with protecting customers and bank from criminal activity through monitoring of fraudulent check cashing and deposit activity.
  • Team with other departments to resolve customer account issues.
  • Create spreadsheets for other departments for escalation and balancing.
Customer Service Representative II, 01/2013 to 08/2016
T&O, BMO Harris Bank
  • Earned customers' trust by providing exceptional customer service and exceeding customer financial service needs.
  • Educated customers on latest bank offerings for products and services, which led to increased branch product sales.
  • Recorded transactions and performed reconciliations of bank drawers, vault, and ATM with high degree of efficiency and accuracy.
  • Identified and resolved discrepancies in accordance with bank policies and procedures.
  • Analyzed branch performance for presentation to upper management and developed schedules to respond to branch requirements.
02/2009 to 01/2013
Tax Preparer, Alta Accounting – Mequon, WI
  • Prepared personal tax returns using Tax Accounting Software while utilizing attention to detail and analytical skills.
  • Processed and performed payroll functions for small business clients through Creative Solutions software.
  • Composed client correspondence as requested utilizing strong written communication skills.
  • Frequently communicated with clients to understand their tax/financial needs and communicated pertinent information to management.
  • Organized client files and ensured timely processing of requested services.
Education
Bachelor's Degree: Finance, Dec. 2014
University of Wisconsin - Milwaukee
Career Objective

To obtain a position in a highly respected company, which will allow me to utilize my customer service background to cultivate relationships with external and internal clients.

Volunteering
  • Served as an Ambassador for United Way Campaign at BMO Harris Bank.
Skills
  • Personal Skills: I possess strong verbal and written communication skills, strong analytical and orientation skills, and work well in a team based environment as well as individually. I am goal oriented, fast learner and take pride in offering exceptional customer service striving towards building strong and long lasting customer relationships. I am fluent in English and Russian languages.
  • Applications: Proficient in MS Word/ Excel/PowerPoint, LexisNexis, Creative Solutions Software, Tax Act. I am a quick learner of new applications, including proprietary systems.
Skills
  • Proficient in MS Word/ Excel/PowerPoint, LexisNexis, Creative Solutions Software, Tax Act. I am a quick learner of new applications, including proprietary systems.
  • Analytical skills, ATM, attention to detail, client, clients, customer satisfaction, customer service, fluent in English, financial, Excel, PowerPoint, MS Word, payroll, policies, quick learner, fast learner, Russian, sales, spreadsheets, Tax Accounting, Tax, tax returns, written communication skills
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    Resume Overview

    Companies Worked For:

    • BMO Harris Bank
    • T&O, BMO Harris Bank
    • Alta Accounting Services
    • Tax Preparer, Alta Accounting

    School Attended

    • University of Wisconsin

    Job Titles Held:

    • Deposit Returns & Payment Operations Service Representative III
    • Customer Service Representative II
    • Tax Preparer

    Degrees

    • Bachelor's Degree : Finance , Dec. 2014