financial services associate resume example with 9+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Career Focus
To use my fast paced, clean, kind customer service and communication skills in a mature efficient
atmosphere in which I can truly give my all.
Highlights
Microsoft word, Excel, Power point 2 years Proficient in Point of Service Sales Expert in quick learning of new computer systems faxing, copy and print, typing
Business: Customer Service Reading and Speaking to small audiences Helping to solve problems and making executive decisions
Experience
Financial Services Associate, 02/2015 - Current Navy Federal Credit Union – The Colony, TX,
Responsible for providing customers with high quality, prompt, and professional financial services.
Perform a variety of customer banking transactions and providing quality service to existing and new clients in accordance with the rules, regulations, and guidelines of the bank.
Participating in the development of client relationships by cross-selling banking products and services as appropriate.
Opening new accounts that include but are not limited to savings, checking, certificates and IRAs according to customer needs.
Accurately preparing all required documents for completing the transaction.
Proactively soliciting and promoting new business by actively selling Bank products, conducting sales activities and referring business to other units of the Bank.
Answer inquiries and provides information to customers in person, by telephone and by mail on various accounts and other bank services.
Processing various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, loan payments; issues bank checks, and U.S. Savings Bonds redemption.
Balancing cash drawer and prepares daily proof/settlement.
Regulating large lump sums of cash on a daily basis ($6,000 - $16,000)
Built customer loyalty by placing follow-up calls for customers who reported product issues.
Worked with upper management to ensure appropriate changes were made to improve customer satisfaction.
Head Receiver, 10/2014 - 02/2015 State Of Nebraska – Wahoo, NE,
Held responsibility of shipping customer items.
Managed high volume of daily incoming warehouse and vendor shipments.
Orchestrated store to store transfers of store merchandise.
Coordinated weekly log calls to customers for merchandise pick up.
Provide excellent customer service to all customers treating each and every one not only fairly but kindly Making sure to smile at all times from when the customer walks in to when he/she leaves
Ability to prioritize tasks, while maintaining an emphasis on servicing the customer Ability to communicate effectively with store staff and customers Ability to understand and operate all technical systems within the store area
Ability and willingness to learn new computer applications as needed Dealing with large lump sums of cash on a daily basis ($2,500+)
Opening and Closing Registers Managing Cash Point Of Service sales (Not all employees are allowed to accept cash)
Preparing and Verifying nightly store deposits Filing all paper work in a timely and organized manner
Assisting managers in closing of stores Registering new customers on a daily basis quickly and efficiently into computer POS system data base Informing customers daily of the new sales taking place along with any new items we have in stock
Offering David's Bridal Credit Card with any special promotions that go along with it
Answering Phone Calls in a timely matter
Managing and Making appointments Confirming all appointments within 48 hour notice
Assigning customers to stylists Scheduling employee lunches/breaks Minor cleaning of facility if needed at closing times.
Secretary, 08/2011 - 05/2013 Orange Chiropractors – City, STATE,
Providing Excellent Customer service at all times
Conversing with patients in order to tend to their needs
Calling and verifying Health insurance Collecting paymennts and co-pays
Alphabetizing and adjusting patient files Scheduling appointments to referred physicians for patients Answering phone calls in a timely manner
Other Basic secretarial work such as faxing, copying, making calls
Light Cleaning of the facility.
Wrap Girl, 07/2011 - 07/2013 CBL Fine Art – City, STATE,
Wrapping gifts effervescently and beautifully
Regulated monthly work schedule for all wrap girls
Cleaning Gallery Performing small errands such as bank runs
Training new incoming employees
Taking in and recovering stock
Shipping out special orders.
Sunday School Teacher, 09/2010 - 05/2013 Our Lady Of The Valley Church – City, STATE,
Teaching both special needs and k-3 students.
Monthly updates with Parents.
Preparing weekly syllabus.
Education
: Public Health , Expected in 2018 - Montclair State University - Montclair, NJ GPA: Status -
: General Science, Expected in 2015 - Essex County College - Newark, NJ GPA: GPA: 3.8 Status -
General Science GPA: 3.8
Earned over 40 Credits in science, psychology, sociology, and history/government
High School Diploma: , Expected in 2013 - West Orange High School - Orange, NJ GPA: GPA: 3.6 Math Honors Society, Music Honors Society, National Honors Society Status - GPA: 3.6 Math Honors Society, Music Honors Society, National Honors Society
Languages
English
Haitian Creole
Skills
Making appointments, Scheduling appointments, Basic, Closing, computer applications, copying, Credit, Excellent Customer service, Customer Service, data base, English, faxing, Filing, government, insurance, Managing, Excel, money, Power point, Microsoft word, pick, POS, psychology, Speaking, quick, Reading, Sales, Scheduling, secretarial, Shipping, Teaching, Phone, typing
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