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phone banking officer resume example with 7+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
Phone banking officer bringing extensive customer care experience in inbound, outbound and blended environments. Strength in training and development, client relations and problem solving.
Skills
    • Customer focused
    • Fast leaner
    • Good communication skills
    • Team player


  • Adherence to high customer service standards.
  • Exceptional Telephone Etiquette
  • Client relation
Work History
06/2012 to 02/2016 Phone banking officer Washington Federal | Bellingham, WA,
  • investigated and resolved customer inquiries and complaints in an empathetic manner.
  • Promptly respond to inquiries and requests from bank customers.
  • Met all customer call guidelines including service levels handle time and productivity.
  • solved unresolved customer issue.
  • out calling the customer to check with their requirements with the banking products.
  • providing the customer with information about banking and insurance products.
  • selling product and services of the bank to the customers.
  • maintained up to date knowledge of product and service changes.
  • managing data of all the out called customer and the services provided.
  • Acting as a relationship manager to high net worth customers of the bank.
  •  collecting customers personal details on customers consent in order to check customer's eligibility on unsecured loans.
  • training new joiners on product note and the call handling procedures.
  • co coordinating with different departments in order to provide timely services to the customer.
  • Adhered to all confidentiality requirements at all times.
  • maintaining the call quality requirements.
  • developed highly empathetic client relationships and earned a reputation for exceeding service standard goals.
01/2017 to Current Bank Teller BMO Harris Bank | City, STATE,
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Maintained balancing record with accuracy.
  • Processed exchange and foreign currency.
  • Created strategies to develop and expand sales of services to existing customer which resulted in increase in annual revenue.
  • Handled various accounting transactions.
  • Maintained friendly and professional customer interactions.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Sold cashier's checks, traveler's checks and money orders.
  • Created strategies to develop and expand sales of services to existing customer.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Organized, stocked and maintained the teller window area.
Education
Expected in 2012 to to BBA | commerce Mumbai university , mumbai INDIA, GPA:
completed bachelors in commerce specializing in banking and insurance 

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Resume Overview

School Attended

  • Mumbai university

Job Titles Held:

  • Phone banking officer
  • Bank Teller

Degrees

  • BBA

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