Financial Customer Service Representative Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

  • Microsoft Office (Word, Excel)
  • Check 21
  • 10-key
  • Interpersonal communication
  • Customer service
  • Data entry
  • Documentation
  • Loss prevention
  • Management skills
  • Marketing
  • Policies
  • Sales
Work History
07/2020 to Current Financial Customer Service Representative Alorica Inc. | Las Vegas, NV,
  • Facilitated inter-departmental communication to effectively provide customer support.
  • Recorded actions taken, issues resolved and documented information to effectively manage customer accounts.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Answered average of 5-10 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing product information.
  • Collaborated with sales team members to stay current on inventory levels, complete accurate orders and resolve item issues.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
12/2012 to 10/2019 Specialty Accounts, Relationship Support Specialist Lacoste | Aventura, FL,
  • This position is responsible for following established departmental policies, procedures, applicable state and federal banking regulations; while providing exceptional customer service for business/treasury management accounts and performing other duties as assigned. Specialty Accounts focuses on customers with medium to large size businesses that focus in property management services, marijuana related businesses, and non-profits.
  • Opening of new accounts; assigning account numbers, receiving and completing required account forms.
  • Accepting and verifying account deposits either by check or cash.
  • Assist customers in their selection of various accounts, products and services available with the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
  • Provides effective customer service by answering customer questions, corrects errors and resolves problems or issues that may arise within a timely 24-hour time frame.
  • Investigates check adjustments, disputes or research demands upon request.
  • Answers phone calls for the department and may refer inquires to appropriate departments or persons while exhibiting the necessary follow through with customers and/or staff involved.
  • Provides support to the Branch Manger for BSA activities related to the Customer Information Program (CIP) and Customer Due Diligence
  • Provides support to the Specialty Accounts Operations Manager when requested.
  • Consistently apply sound decision-making techniques pertaining to inquiries, approvals, request as they apply to existing policies and procedures. Keeping within assigned approval limits and using these instances as learning tolls for employee development.
  • Contributes to the overall profitability of the Bank, while assisting in the implementation of cost controls, income generation, and department marketing efforts.
  • Participate in day-to-day operations for the department as directed; reviews and acts on daily reports as needed.
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
  • Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
10/2008 to 11/2012 Assistant Manager Bankwell Financial | Fairfield, CA,

Supervised, motivated and trained sales team to ensure store standards are met. Maximizes sales through Sales Driver program to ensure daily sales goals are achieved. Works with customers and models excellent customer service. Maintains a fair, honest and non-hostile work environment. Supports the execution of visual planograms and promotional directives.

  • Prevents loss of company assets.
  • Ensures compliance with all loss prevention policies and procedures.
  • Train's associates on product knowledge, selling skills, customer service and operations.
  • Effectively manages customer complaints.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Strengthened merchandising and promotional strategies to drive customer engagement and boost sales
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies
05/2003 to 09/2008 Deposit Operations Specialist Capitol BanCorp Limited | City, STATE,

Serviced multiple community banks held throughout the united states. Provided excellent customer service to our banks and our banking customers. Capitol is built on a set of core values where people- our customers, shareholders and employees, are the priority.

Lockbox/NSF return processing

  • Picked up payments from PO box, opened and sorted by customer(s) name.
  • Scanned items through TMR (Technology Management Resources) software.
  • Customer was sent image file and accounting report to upload to their system.
  • Image file was uploaded to Image Vision and sent to FED daily for nightly processing.
  • Data entry, Validate/reconcile deposits and transmit in a timely manner.
  • Prepare client documentation to be sent to customer Returns/NSF processing Any items being returned to bank due to NSF, Refer to Maker, Uncollected, etc.
  • Any items being returned to bank due to NSF, Refer to Maker, Uncollected, etc. were processed and re-resubmitted or charged back to customers account after it was determined if item(s) could be put through the system a second time.
Expected in Associate of Occupational Studies | Scottsdale Culinary Institute, Scottsdale, GPA:
  • Learn the artistry and classic culinary techniques for food preparation as well as the qualities of a culinary professional. Gain an appreciation for the international diversity, history, and evolution of the culinary arts, and the principles of food identification. Acquire basic kitchen management skills, including purchasing and inventory controls and front-of-the-house operations. Reinforce your culinary arts training with general education courses that teach marketing knowledge and interpersonal communication skills.
  • Culminating with the nationally-accredited ServSafe Food Safety exam for certification required to work in a professional kitchen.
  • The terminology, standards and organization used in working kitchens.
  • The fundamentals: terminology, technology, equipment, measurement, formula conversions
Expected in | , , GPA:

Christina Spencer - Specialty Accounts Operations Manager 602-346-1824

Stephanie Counts - Lockbox Supervisor 480-363-6668

Nathaniel Collins - Assistant Manager, Fossil Group, Inc 602-318-3634

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:


Resume Strength

  • Formatting
  • Length
  • Personalization
  • Strong Summary
  • Target Job
  • Typos

Resume Overview

School Attended
  • Scottsdale Culinary Institute
Job Titles Held:
  • Financial Customer Service Representative
  • Specialty Accounts, Relationship Support Specialist
  • Assistant Manager
  • Deposit Operations Specialist
  • Associate of Occupational Studies

Similar Resume

View All
Financial Customer Service Representative
Customer Service /Patient Financial Services Representative