financial service specialist resume example with 11+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Professional Summary
Dedicated customer service representative with motivation to maintain customer satisfaction and contributing to a company's success; coupled with excellent communication and listening skills. Proficient in time management, energetic, reliable, self-motivated, very detail-oriented with more than fifteen years' experience working in diverse retail and customer service environments. Always eager to learn, grow and excel as well as adapting to changes. Endeavoring to build customer loyalty by effectively resolving problems, gaining knowledge in general customer experience/satisfaction concepts. Driven and open-minded, possessing a strong commitment to exceptional customer service, always aspiring to go above and beyond.
Skills
Customer relationship building
Account maintenance
Cash handling
Account documentation
Financial services
Loan applications
Compliance adherence
Report preparation
Complaint resolution
Good listening skills
Creative problem solving
Account management
Training development aptitude
Administrative support
Coaching and mentoring
Operations management
Work History
Financial Service Specialist, 09/2016 - 07/2021 Nordstrom Inc. – Newark, CA,
Opened new accounts and regularly serviced existing accounts based on customer's individual financial needs.
Promoted and sold banking products and financial services increasing deposits by 80%.
Assisted customers by phone and in person by answering banking questions and recommending solutions.
Researched account information regarding loans and deposits.
Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
Maintained optimal financial controls by securing funds and making accurate transactions.
Verified amounts and integrity of every check or funds transfer.
Developed culture of success rewarding performance, productivity and sales results.
Advised customers on bank products, services and financial planning options.
Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
Achieved or exceeded personal sales goals on consistent basis.
Modified, opened and closed customer accounts.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Accurately processed routine financial transactions such as outgoing domestic/international wires for customers.
Maintained regular contact with clients to inform about transactions and performance.
Fostered positive business relationships to promote continued interest in additional products and services.
Completed quarterly, semi and annual branch certifications to ensure compliance and accuracy.
Performed routine opening and closing procedures.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Created strategies to develop and expand sales and services to new as well as existing customers, helping them to succeed financially which resulted in increased company sales.
Gave customer friendly approvals, that typically exceeded teller’s authority limits.
Received regional branch recognition award for 100% sales increase.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Processed quarterly Vault and ATM audits with zero-error rate.
Interviewed and hired teller candidates to promote adequate staff coverage during all operating hours.
Performed teller, personal banker and foreign teller functions during high-volume business periods to offer expeditious service to customers.
Trained new employees in cash handling procedures, bank policies and strategies to promote compliance with established standards.
Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
Supported branch manager with special projects and additional job duties.
Performed routine opening and closing procedures
Sales Associate, 07/2009 - 12/2013 JC. Penney – City, STATE,
Received multiple reviews/awards (store and district) acknowledging levels of dedication to excellent customer service.
Engaged with customers to effectively build rapport and lasting relationships advising customer's on purchases and promotions.
Prepared merchandise for sales floor by pricing or tagging.
Provided positive first impressions to welcome existing, new and potential customers.
Processed product returns and assisted customers with other selections.
Maintained customer satisfaction with quick and professional handling of product returns.
Answered customer questions regarding sizing, accessories and proper care for merchandise.
Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings. Increased credit card application more than 25% each week.
Trained and developed new sales team associates in products, selling techniques and company procedures.
Education
Associate: Business- Emphasis On Accounting , Expected in 04/2013 - Highline Community College - Des Moines, WA , GPA: Status -
GED: General Studies, Expected in 06/1999 - West Indies College High School - Manchester, Jamaica, GPA: Status -
Hobbies and Interests
I enjoy interior decorating, reading, planning events and spending time with family.
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