Sales Support Representative Resume Example Marlin Financial And Leasing Corp

SALES SUPPORT REPRESENTATIVE

Summary

More than 10 years of outstanding experience in banking, finance and customer service with recognized strengths in account maintenance, problem-solving skills, maintaining great customer relations, sales support and planning and implementing innovative procedures and solutions. *Flexible, dedicated and detail oriented team player with the ability to think creatively and work under pressure, independently or in a team environment. *Possess solid computer skills with in depth experience in multiple software usage combined with excellent oral and written communication skills in multiple languages. *Received multiple recognitions as a standout performer from the Management for customer satisfaction, efficiency in creating account reports, effective communications and fraud detection skills. *Led sales referral goals in the branch and received recognition from coworkers for team effort.

Highlights

Operating Systems - Windows 7, Windows 2000/XP, Windows Vista, Windows 2010, Windows RT. Software - Microsoft office 2003, 2007, 2010, 2013 including MS word, MS Excel, Outlook, MS Access, Lotus Notes, Synergy, Synapses, Citrix, Metavante, Mobius and Web Browsers (Internet Explorer, Netscape, Firefox, Google Chrome) Typing: 40 - 50/ Min

Experience

Sales Support Representative
December 2016 to CurrentMarlin Financial and Leasing Corp － Mount Laurel, NJ

Main Liaison between sales representatives, internal support departments and the customers.
Assist in the process of applications, documentation, and fundings for sales representatives.
Communicate credit notification and funding updates to equipment dealers and end user customers.
Assist in closing transactions with the end user and dealer from quote to final funding.
Point person for dealer and program customer service inquiries and problem resolution.
Train new hires and/or existing sales teams on preparation of funding of Sales Programs.
Assume job responsibilities for sales representatives when they are out of the office.

Customer Service Representative
December 2015 to November 2016Bank of New York Mellon － King of Prussia, PA

Working in a busy inbounds call center of BNY Mellon that handles Prudential Alliance Accounts where the duties include answering high volume of incoming calls from account holders and brokers related to account information, account updates, daily transactions, draftbook orders, placing check stops and 1099 tax information while adhering to a pleasant and professional phone demeanor and complying with the company privacy guidelines and policies.
Handling calls and creating death reports of account holders and providing information to beneficiaries for death claims with professional, sympathetic and supportive attitude.
As a one stop resolution for clients issues, working in collaboration with claim units and operation areas to resolve complex and extensive researches for cases related to check fraud, adjustment discrepancies, tax, interests and transaction disputes and accounts abuse along with web access technical support.
Documenting each call and updating database notes with high degree of accuracy and correct information.
Keeping account holders informed by providing them with their requests status updates and progress reports with outbound calls and documenting details on their accounts.
Meeting and maintaining monthly individual/ team call standard goals and successfully adapting to frequently changing procedures and completing compliance trainings in timely a manner.
Meeting up with managers for regular one on one session to discuss performance management, progress and feedbacks.

Client Service Rep. /Check Services Clerk
April 2011 to August 2015Bank of New York Mellon － Philadelphia, PA

Performed extensive research and reconcilement procedures to resolve errors and differences in check processing and account balances involving transactions related to ACH, EFT, Wires, ATMs, Lockbox, Remote Capture Deposit, Returns and Collections, Foreign Items , Positive and Reverse positive pay files in a timely manner.
Handled heavy volume of inquiry calls through multiple queues from external and internal clients related to account maintenance, transactions, check verifications, account discrepancies, fraud activities and helped with technical issues by following precise Government, Company and Privacy guidelines.
Investigated and resolved multiple time sensitive assignments involving account transaction discrepancies, charges disputes and reconciliation issues while keeping clients updated through detailed correspondence and documenting case progress thoroughly on the database with relevant information until they were fully resolved.
Placed stop payments, created call data entries and tracked call logs, completed fraud detection reports and filed Incident Reports in a timely manner.
Verified and executed wire transfers, ordered and modified bank products for clients, took meeting minutes and made quality control phone calls.
Trained new hires and wrote and reviewed procedures for various functions.
Prepared monthly statistical reports for opened and close accounts.
Actively took part in special projects assigned by Management as needed due to company expansion.

Customer Service Specialist
October 2010 to April 2011Republic Bank － Philadelphia, PA

Completed high volume branch requests for various account maintenance services for both personal and commercial accounts including ATM/Debit card management, account maintenance, remote deposit inquiries and researching fraud related activities.
Handled inbound calls and resolved inquiries submitted by clients via Republic Bank website related to Online banking, ATM cards, bill pay setup, resetting pin and accounts lockouts.
Verified and executed Wire transfers and ACH/ EFT requests.
Opened and managed Escrow 1031 accounts as well as Lease Sub accounts.
Updated, scanned and filed documents electronically for record keeping and audit purposes.

Personal Banker
September 2007 to June 2010Continental Bank － Philadelphia, PA

Provided quality customer service by matching appropriate Bank products, services and features based on financial needs of the existing and prospective clients.
Opened new personal, commercial and IRA accounts by following accurate policies and company guidelines.
Actively participated in cross-selling, telemarketing and referring sales opportunities to other line of business representatives as appropriate.
Executed daily transactions including deposits, withdrawals, loan payments, check cashing and issuing various monetary instruments by following precise company guidelines.
Corresponded with customers through emails and answered their phone inquiries.
Performed monthly branch audits, daily ATM settlements, processed night deposits, operated and settled coin counting machines and commercial shredder.
Scanned and sent daily branch work electronically for processing via Remote Capture Deposit.

Teller/Assistant Head Teller
January 2006 to May 2007PNC Bank － Philadelphia, PA

Coordinated daily cash vault reconciliations at a high volume location, performed weekly and monthly audits, initiated cash orders and shipments, processed night deposits, ATM settlements and resolved teller differences and transaction errors.
Executed daily customer transactions including deposits, withdrawals, fund transfers, payments, bond redemption, certificate of deposits and cashing checks by following accurate bank policies and procedures.
Educated clients with current banking products and services and resolved account inquiries in a timely manner.
Actively promoted company products and services to meet branch as well as personal sales goals successfully.
Trained new hires, ordered office supplies, updated and secured sensitive customer documents.
Answered phones inquiries, prepared mails and forwarded messages to appropriate areas.

Teller
March 2005 to December 2005Beneficial Savings Bank － Philadelphia, PA

Processed daily transactions for customers such as deposits, withdrawals, fund transfers and cashed checks according to the company policies and guidelines.
Assisted with opening new accounts, issued traveler's checks, cashier's checks, money orders, visa gift cards and cash advances by following appropriate company fee policies.
Participated actively in bringing in new referrals for sales goals to increase branch productivity.
Performed daily settlements of cash vaults, ATMs, night deposits and coin counting machines.
Addressed and resolved account related customer issues in a timely manner.
Handled incoming calls and forwarded messages to appropriate areas as needed.

Education

High School Diploma : 1995Girls Higher Secondary SchoolIndia

Completed three months certified course in Windows'95 from Aptech Computer Institution, Kathmandu, Nepal (1996) Completed certified Course in Windows2000, Oracle and SQL programs from Aptech Computer Institution, Kathmandu, Nepal (2001)

Languages

Fluent in English, Nepali, Hindi and Bengali

Skills

ATM, banking, call center, cashier, Citrix, closing, credit, clients, customer service, database, Debit, documentation, Fluent in English, features, financial, Government, Hindi, Internet Explorer, notes, Lotus Notes, access, MS Access, MS Excel, money, Microsoft office, office, Outlook, Windows 7, Windows, Windows 2000, Windows2000, Windows'95, MS word, Netscape, Operating Systems, Oracle and SQL, performance management, policies, problem resolution, progress, quality, quality control, record keeping, researching, research, selling, Sales, settlements, tax, technical support, telemarketing, phones, phone, Typing, Vista, Web Browsers, website

Resume Overview

Companies Worked For:

Marlin Financial and Leasing Corp
Bank of New York Mellon
Republic Bank
Continental Bank
PNC Bank
Beneficial Savings Bank

School Attended

Girls Higher Secondary School

Job Titles Held:

Sales Support Representative
Customer Service Representative
Client Service Rep. /Check Services Clerk
Customer Service Specialist
Personal Banker
Teller/Assistant Head Teller
Teller

Degrees

High School Diploma : 1995
Completed three months certified course in Windows'95 from Aptech Computer Institution, Kathmandu, Nepal (1996) Completed certified Course in Windows2000, Oracle and SQL programs from Aptech Computer Institution, Kathmandu, Nepal (2001)

Sales Support Representative Resume Example

Resume Score: 90%

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