Financial Services Associate Resume Example

• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Provided primary customer support to internal and external customers.
• Leveraged sales expertise to promote products and capitalized on upsell opportunities.
• Assisted customers with setting appointments, special order requests, and arranging merchandise pick-up.
• Consulted with outside parties to resolve discrepancies and create effective solutions.
• Responded to customer requests for products, services and company information.
• Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
• Recommended products to customers, thoroughly explaining details.
• Answered constant flow of customer calls with minimal wait times.
• Provided information regarding charge accounts and loyalty programs.
• Cultivated customer loyalty, promoted repeat customers and improved sales.
• Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
• Developed community reputation through commitment to customer satisfaction and strong client relationships.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
• Collected customer feedback and made process changes to exceed customer satisfaction goals.

• Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
• Wrapped pallets in shrink wrap prior to loading.
• Assembled orders and packed items for shipment, conveying orders to shipping personnel.
• Recorded daily incoming delivery information and obtained vendor signature on delivery tickets.
• Cleaned and maintained warehouse in compliance with OSHA safety standards.
• Maintained accurate inventory records to provide data for use in audits and completion of order requests
• Entered quantity received against purchase order in computer system.
• Offered expertise in inventory management and current stock levels to internal teams and customers to facilitate accuracy and product availability.
• Worked safely around moving machinery.
• Readied product pallets for optimal storage and shipment, carefully organizing boxes and balancing weight.
• Moved products of all sizes using overhead cranes, forklifts and other equipment, consistently meeting challenging performance goals.
• Managed product staging to efficiently transfer items between receiving, storage and shipping locations.
• Inspected work areas for cleanliness and obstacles and removed cartons and boxes to keep work areas organized and hazard-free.
• Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.

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• Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
• Prepared orders for shipment by systematically picking, packing and labeling merchandise.
• Performed inventory control, such as counting and stocking merchandise.
• Checked packages and merchandise for damage and notified vendors.
• Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
• Maintained warehouse accessibility and safety for customer traffic by discarding empty boxes and removing obstacles from aisles.
• Operated forklifts to transfer inventory to and from target destinations.
• Shipped material and performed boxing, packing, labeling and preparation of related documents.
• Acknowledged safety issues and contacted shift supervisor regarding concerns and for quick resolution.
• Confirmed accuracy, quality and quantity of materials received and listed on BOL.