Financial Services Representative resume example with 15+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Career Overview

Obtain a position as a team player in a people oriented organization to maximize my customer service experience in a challenging environment to achieve the corporate goals. Summary of Skills Microsoft Proficiency and Office Knowledge Data Entry Written and Oral Communications Customer Service Excellent Interpersonal Communications

Core Strengths
  • Microsoft Proficiency and Office Knowledge
  • Data Entry
  • Written and Oral Communications
  • Strong organizational skills
  • Seasoned in conflict resolution
  • Courteous demeanor
  • Customer service expert
  • Telecommunication skills

Promoted to Senior Financial Services Representative for Verizon Wireless

Cross Trained in Customer Operations Sales and Support to assist with approving new and pending credit applications as well as assisting sales staff with activation of new accounts

Work Experience
Financial Services Representative, 2011 to Current
CarecloudWindsor, CT,
  • Answer incoming and placing outgoing calls in a timely professional manner Accepting customer payments through secure payment intra-net systems Assisting customers with flexible payment options to secure past due and current balances to avoid service interruption Helping customers research and resolve various payment issues by correspondence through fax and email Maintain high level of customer service while balancing the needs of the customer with the expectations and goals of the organization Any other duties assigned by management.
Customer Service Representative, 02/2006 to 2011
Wolters KluwerMO, State,
  • Answer income and placing outgoing calls in a timely and professional manner
  • Assist customers with billing inquiries
  • Address customer's concerns in a manner that ensures customer satisfaction
  • Manage customer's request to move, add, and change or disconnect service
  • Participate in an on call rotation to support customers 24x7
  • Research and troubleshoot customer related service issues working with the customer and the other necessary resources both internal and external to the company
  • Employ superior customer oriented telephone etiquette to obtain information that assists our technical staff with resolving trouble tickets
  • Maintain quality customer relationships by addressing questions and concerns with accuracy and professional understanding of all customer concerns
  • Proficient in multi-tasking all ares of job responsibilities as defined by management
  • Possess an awareness of products and explain the benefits and features All other duties.
Educational Background
Bachelors of Business Administration: Business Administration, Expected in 2005
Middle Tennessee State University - Murfreesboro, TN

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Resume Overview

School Attended

  • Middle Tennessee State University

Job Titles Held:

  • Financial Services Representative
  • Customer Service Representative


  • Bachelors of Business Administration

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