Financial Services Representative Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:

Energetic and reliable [customer service  representative ] trained and excels in high-end merchandise environments. Proven performer which leverages superior communication and relationship building strengths to increase and retain long-term, loyal customers.

Enthusiastic Customer Service and Telesales Representative with in-depth knowledge of sales, account management and training. Provide superior customer service and resolve all issues quickly and with a positive attitude. 

  • Visual merchandising proficiency
  • Inventory control
  • Energetic work attitude
  • Results oriented
  • Vehicle inspections
  • Adaptive team player
  • Telephone inquiries specialist
  • Strong organizational skills
  • Telecommunication skills
  • Customer service expert
  • Relationship-building 
  • Relationship-building 
  • Relationship-building 
  • Large cash/check deposits expert
  • Top sales performer
  • Seasoned in conflict resolution
Financial Services Representative, 10/2013 to 06/2019
South Georgia Medical CenterLakeland, GA,
  • Established new customer accounts including checking, savings, lines of credit and loans.
  • Achieved proper compliance and accurate executive level reporting.
  • Managed opening and closing times for the main branch.
  • Collected company information and developed PowerPoint presentations for use in decision-making.
  • Processed cash withdrawals.
  • Supplied tellers with coin and currency as needed.
  • Trained employees on cash drawer operation.
  • Performed extensive analytical calculations, including a complete audit of each mutual fund.
  • Directed specific questions to appropriate branch personnel.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Interviewed customers to determine reasons for delinquency, source of income, and next pay date to build solutions for financial issues.
  • Gathered required information from customers for settlement reviews and followed up on management determined results.
  • Supervised preparation of documents, financial models, and presentations.
  • Worked with potential investors to support IPOs and ensure success.
  • Scheduled staffing for multiple branch locations.
  • Examined checks for identification and endorsement.
  • Processed treasury, tax and loan payments.
  • Opened new customer accounts, including checking, savings and lines of credit.
  • Researched beneficial investment opportunities and made recommendations to senior management.
Transport Driver, 2004 to 11/2006
Clyde Companies Inc.Mountain View, UT,
  • Worked with dispatch to update routes and inform customers of delays.
  • Kept customers satisfied and loyal by completing timely and accurate deliveries.
  • Completed daily logs and issued papers to customers.
  • Contacted customers prior to delivery to confirm and coordinate delivery times.
Customer Service Representative, 11/2005 to 2007
Mohawk IndustriesComple, TX,
  • Worked as team member, performing cashier duties, product assistance and cleaning.
  • Received inbound calls from customers, providing information regarding services or products, taking new orders and canceling accounts.
  • Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges.
  • Exceeded company standards by 13%, generating 50-60 daily successful customer phone calls 53% of the time.
  • Assisted customers with questions and concerns.
  • Assisted customers by answering questions and solving problems.
  • Resolved escalated customer issues quickly to drive client retention.
  • Cross-trained and provided back-up for other customer service representatives when needed.
  • Managed cash stock and inventory balances accurately.
Customer Service Agent, 04/2007 to 06/2012
Blackhawk Network, Inc.Fort Worth, TX,
  • Performed in-depth research to answer more complex questions.
  • Informed customers about sales and promotions in a friendly and engaging manner.
  • Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience.
  • Compiled weekly monetary reports and records for store managers.
  • Resolved product issues and shared benefits of new technology.
  • Maintained visually appealing and effective displays for the entire store.
  • Educated customers on product and service offerings.
  • Computed accurate sales prices for purchase transactions.
  • Built customer confidence by actively listening to their concerns and giving appropriate feedback.
  • Worked as team member, performing cashier duties, product assistance and cleaning.
  • Guaranteed positive customer experiences and resolved all customer complaints.
  • Recruited, hired, developed and retained retail talent for the company.
  • Managed cash stock and inventory balances accurately.
  • Created new processes and systems for increasing customer service satisfaction.
  • Worked under strict deadlines and responded to service requests and emergency call-outs.
Activities and Honors
  • Member, Small Business Association (2008 - present)
  • Member, Alumni Association
Education and Training
Associate of Science: Criminal , Expected in 2003
University of California, Santa Cruz - Santa Cruz, CA
  • 3.9 GPA

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Resume Overview

School Attended
  • University of California, Santa Cruz
Job Titles Held:
  • Financial Services Representative
  • Transport Driver
  • Customer Service Representative
  • Customer Service Agent
  • Associate of Science

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