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New Accounts CSR III Resume Example

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NEW ACCOUNTS CSR III
Professional Summary

Hardworking Customer Service Representative with 8 years of experience working with Banking. Trained in project and time management with extensive knowledge of customer relations and proven multitasking abilities. Committed to maintaining professional relationships with clients to increase profitability and drive business results.

Skills
  • Retail materials management
  • Training development aptitude
  • Sale expertise
  • Computer proficient
  • Professional telephone demeanor
  • MS Office proficiency
  • Multi-line phone talent
  • Credit card processing
  • Account management
  • Data entry
  • Receiving support
  • Retail store support
  • Complaint resolution
  • POS systems expert
  • Money handling abilities
  • Service standard compliance
  • New Product Introductions
  • Delinquent Accounts Monitoring
  • New Business Generation
Work History
New Accounts CSR III / / Poppy Bank - Walnut Creek, CA / 07.2019 - Current
  • Responsible for supporting consumer and intermediate business checking, savings, CD's, IRA's and Trust & Estate Accounts.
  • Supports business clients with essential Treasury Services, i.e. RDC (Check Scanner), Armored and Courier Service.
  • Generates new business to assist in meeting bank profitability and branch goals.
  • Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
  • Orders daily supply of cash and counts incoming cash.
  • Responsible for removing deposits from, counts and balances cash in night depository.
  • Performs safe deposit duties by opening accounts, controlling access, assisting clients and processing affiliated reports.
  • Support all branch operations needed to meet bank audit and compliance requirements.
  • Gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
  • Provides expedient and courteous service to all clients both in person and on the phone.
  • Provides expedient and courteous service to all clients both in person and on the phone.
  • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institution
  • Issues Official Checks and Places holds on accounts for uncollected funds.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Prepares and completes new client application and information to open new account.
  • Informs and advises clients of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
  • Generates new business to assist in meeting establishment profitability goals.
  • Responsible for generating, uploading and reviewing reports to File Service Plus
  • Manage employees scheduleand time cards
  • Manage train, coach and provide guidance to new employees and current
  • Responsible for regularly assessing New Account and/or Client Service Representatives' performance, addressing performance management situations and completing Mid-year and Annual Evaluations.
Customer Experience Associate / / Umpqua Bank - Walnut Creek, CA / 11.2017 - 01.2019
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Accessed computerized financial information to answer questions related to specific accounts.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Sold and cross-sold bank products to new and existing customers.
  • Reconciled cash drawer and resolved discrepancies.
  • Perform a variation of daily financial transactions such as loan payments, check cashing, deposits & withdrawals
Online Customer Service Representative / / Wells Fargo Bank - Concord, CA / 06.2016 - 11.2017
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.
  • Optimized customer support by establishing collaborative service environment.
  • Provide first call resolution while following strict procedures that meet compliance guidelines
  • Answer online customer inquiries via the phone in a friendly and courteous manner
Member Service Representative / / Patelco Credit Union - Concord, CA / 04.2014 - 05.2016
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Performed accurate daily routine transaction such as deposits and withdrawals on account
  • Offered products and services to the member provided by the credit union 
  • Scheduled member appointments and/or direct member to proper department(s)
  • Learned all internal systems and related service role duties to provide skilled team backup in handling customer demands.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Accessed computerized financial information to answer questions related to specific accounts.
  • Reconciled cash drawer and resolved discrepancies.
  • Placed orders for customer checks and verified starting numbers.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Provided customer records on demand, including account statements and copies of checks.
Education
Deer Valley High School - Antioch, CA / 05.2012High School Diploma
Los Medanos College - Pittsburg, CAAssociate of Science: Accounting And Business Management
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Resume Overview

Companies Worked For:

  • Poppy Bank
  • Umpqua Bank
  • Wells Fargo Bank
  • Patelco Credit Union

School Attended

  • Deer Valley High School
  • Los Medanos College

Job Titles Held:

  • New Accounts CSR III
  • Customer Experience Associate
  • Online Customer Service Representative
  • Member Service Representative

Degrees

  • High School Diploma
    Associate of Science : Accounting And Business Management

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