Phone Banker resume examples

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Skillful Phone Banker resume

Jhonice Jones
Summary

Personable and dedicated Customer Service Representative with extensive experience in various industries. Solid team player with upbeat, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.

Highlights
  • Exceptional customer service
  • MS Office proficient
  • International funds transfer process expertise
  • Sales expertise
  • Friendly
  • Approachable
  • Flexible
  • Strong sense of banking ethics
  • Debt and credit management
  • Reliable
  • Excellent communication skills
  • Energetic
  • Strong work ethic
  • Organized
  • Team player
Accomplishments
  • Field and process up to 70 calls or more per day.
  • Winner of the Wells Fargo Top Banker Award in 2017.
  • Provide retention techniques to retain customer commitment.
 
Experience
03/2019 - Current Customer Service Associate AAFES-FT Lee Main Exchange | Fort Lee, VA
  • Met and exceeded productivity targets by handling every interaction with top-notch customer service
  • Maintained revenue streams by exhausting every option before offering refunds
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints
  • Contributed to business growth by confirming customer satisfaction with service and quality
  • Achieved high customer satisfaction scores by de-escalating complaints quickly
05/2018 - 02/2019 Rural Mail Carrier U.S. Postal Service | Petersburg, VA
  • Sold stamps and money orders to mail customers along daily route
  • Routed all classes of mail in sequence of delivery along established route
  • Delivered mail along prescribed route and retrieved additional mail from relay boxes
  • Obtained receipts for registered and certain insured mail
  • Observed road rules, weather and road conditions and other factors to maintain safe driving record
  • Separated mail to be transported to relay boxes along route for subsequent delivery
  • Assisted customers in receiving oversized parcels by carrying items inside
  • Handled undeliverable mail in accordance with established procedures
  • Cleaned and checked over vehicle after completion of all daily deliveries
05/2016 - 10/2017 Phone Banker 1 Wells Fargo | Glen Allen, VA
  • Promoted a diverse array of financial products by continuously acquiring new industry knowledge
  • Created strategic financial solutions to suit client needs and promote branch services
  • Expanded client base through consistent product promotion and sales strategy
  • Networked to build client base and promote products to new and existing clients
  • Established connections with new clients through proactive follow-up strategies
  • Entered member transaction data into the online banking software
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts
  • Opened new customer accounts, including checking, savings and lines of credit
  • Examined checks for identification and endorsement
  • Processed sales referrals and promoted bank services and products, resulting in branch sales increase
07/2011 - 02/2016 Collections Specialist Portfolio Recovery Associates | Hampton, VA
  • Offer payment solutions based on debtors current financial status
  • Use of an automatic dialing system to confer with debtors
  • Post payments to debtors accounts
07/2009 - 06/2011 General Laborer/Machine Operator Moen | New Bern, NC
  • Improved project completion time, multi-tasking on heavy equipment, including forklift's
  • Supplied tools and equipment to workers
  • Built valves that were used to assemble faucets a machine operator
  • Worked various positions on the line to ensure proper packaging and timely product delivery
10/2004 - 07/2009 CSR/Call Center Supervisor Pearson's Government Solutions/ Vangent | Chester, VA
  • Answered member questions about services offered by Medicare/Medicaid
  • Enrolled members in Part D prescription drug coverage by inserting member formulary
Education
Expected in 2021 Bachelor of Science: Finance with a minor in Business Intelligence Capella University | | Minneapolis, MN, United States Starting continuing courses at this facility starting June 2017.
Bachelor of Arts: Business Administration Harrison College | Grove City, OH Coursework in Marketing and Accounting
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Job-winning Phone Banker resume

Damaris Ashby
Professional Summary
Customer Service Representative who achieves high levels of customer satisfaction. Meticulously organized Bank Teller who is proficient in time management, while offering professional and courteous customer service. Friendly Sales Associate adept at working in diverse retail and customer service environments. Call Center Representative versed in customer support in high call volume environments. Superior computer skills and telephone etiquette.
Skills
  • Professional demeanor
  • Exceptional customer service
  • Opening and closing duties
  • Strong communication skills
  • Excellent memory
  • Cash handling
  • Friendly and outgoing
  • Employee training
  • Self motivated
  • Highly observant
  • Flexible schedule
Willing to relocate to:
Work History
Phone Banker 03/2017 to 08/2017
The Huntington National Bank Akron, OH
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Organized and removed online banking files no longer in use.
  • Collected member loan payments.
  • Handled various accounting transactions.
  • Advised clients on mortgage, educational and personal loans.
  • Maintained friendly and professional customer interactions.
  • Continued education on current banking products and services through AskHuntington.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Drive Thru Cashier 08/2014 to 03/2017
Circle K Akron, OH
  • Receive payment by cash, check, credit cards, vouchers, or automatic debits.
  • Issue receipts, refunds, credits, or change due to customers.
  • Assist customers by providing information and resolving their complaints.
  • Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners.
  • Greet customers entering establishments.
  • Answer customers' questions, and provide information on procedures or policies.
  • Process merchandise returns and exchanges.
  • Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.
  • Stock shelves, and mark prices on shelves and items.
  • Request information or assistance using paging systems.
  • Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
  • Calculate total payments received during a time period, and reconcile this with total sales.
  • Monitor checkout stations to ensure that they have adequate cash available and that they are staffed appropriately.
  • Assist with duties in other areas of the store, such as monitoring fitting rooms or bagging and carrying out customers' items.
  • Sort, count, and wrap currency and coins.
  • Supervise others and provide on-the-job training.
  • Bag, box, wrap, or gift-wrap merchandise, and prepare packages for shipment.
  • Compute and record totals of transactions.
  • Compile and maintain non-monetary reports and records.
  • Reported to each shift on time and ready to work.
  • Prepared fountain drinks and ice cream items.
  • Diligently restocked work stations and display cases.
  • Pleasantly and courteously interacted with customers.
Barista Cashier 03/2015 to 08/2015
Starbucks Akron, OH
  • Prepare or serve hot or cold beverages, such as coffee, espresso drinks, blended coffees, or teas.
  • Clean or sanitize work areas, utensils, or equipment.
  • Clean service or seating areas.
  • Check temperatures of freezers, refrigerators, or heating equipment to ensure proper functioning.
  • Describe menu items to customers or suggest products that might appeal to them.
  • Order, receive, or stock supplies or retail products.
  • Provide customers with product details, such as coffee blend or preparation descriptions.
  • Receive and process customer payments.
  • Serve prepared foods, such as muffins, biscotti, or bagels.
  • Stock customer service stations with paper products or beverage preparation items.
  • Take customer orders and convey them to other employees for preparation.
  • Take out garbage.
  • Weigh, grind, or pack coffee beans for customers.
  • Wrap, label, or date food items for sale.
  • Create signs to advertise store products or events.
  • Demonstrate the use of retail equipment, such as espresso machines.
  • Prepare or serve menu items, such as sandwiches or salads.
  • Set up or restock product displays.
  • Slice fruits, vegetables, desserts, or meats for use in food service.
  • Engendered customer loyalty by remembering personal preferences and allergy information.
  • Served individually made coffee drinks to over 100 customers daily.
Retail Sales Associate 02/2015 to 10/2015
Macy's Akron, OH
  • Greet customers and ascertain what each customer wants or needs.
  • Describe merchandise and explain use, operation, and care of merchandise to customers.
  • Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
  • Compute sales prices, total purchases and receive and process cash or credit payment.
  • Answer questions regarding the store and its merchandise.
  • Prepare sales slips or sales contracts.
  • Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
  • Maintain records related to sales.
  • Demonstrate use or operation of merchandise.
  • Place special orders or call other stores to find desired items.
  • Prepare merchandise for purchase or rental.
  • Watch for and recognize security risks and thefts, and know how to prevent or handle these situations.
  • Inventory stock and requisition new stock.
  • Ticket, arrange and display merchandise to promote sales.
  • Exchange merchandise for customers and accept returns.
  • Clean shelves, counters, and tables.
  • Help customers try on or fit merchandise.
  • Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
  • Estimate and quote trade-in allowances.
  • Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
  • Estimate quantity and cost of merchandise required, such as paint or floor covering.
  • Bag or package purchases, and wrap gifts.
  • Estimate cost of repair or alteration of merchandise.
  • Rent merchandise to customers.
Education
High School Diploma: May 2014 Kenmore-Garfield High School - Akron, OH
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Experienced Phone Banker resume

Jessica Kirchner
Professional Summary
Specialist who excels at analyzing, prioritizing, and completing tasks in a professional manner. Consistently recognized for sales growth. Enthusiastic professional with 5+years experience in retail, sales, management, marketing, advertising, and public relations. Strong organizational and technical skills. Authorized to work in the US for any employer
Skills
  • Self-motivated
  • Detail-oriented
  • Dedicated team player
  • People-oriented
  • Superior organizational skills
  • Customer service
Work History
Travel Counselor, 03/2018 to Current
Telus Las Vegas, NV
Providing world class customer service to American Express Platinum card members by creating memorable travel experiences. Responsible for providing travel information, booking reservations, servicing existing reservations, educating on company websites, and providing ticketing services.
Case Manager, 10/2016 to 03/2018
Sutherland Global Services Las Vegas, NV

AIRBNB:

  • Responsible for escalated customer cases that begin online, but exist in the offline world.
  • These include monetary and personality disputes, last minute cancellations, VIP rebookings, and “outside the box” mediation for violations in Airbnb Terms of Use.


NORDSTROM:

  • Process orders from customers via telephone calls or live chat for Nordstrom.com and enter data into order entry system.
  • Suggest additional merchandise to customers on each order call. Provide customers with critical product information that ensures customer satisfaction.
  • Share fashion trends and product recommendations for the 'must haves' of the season.
  • Successfully troubleshoot and resolve all customer service inquiries or issues arising from internet and catalog.
  • Track customer packages and follow through on customer commitments in a timely manner.
  • Assist customers with exchanges and replacement orders.
  • Process customer financial adjustments when necessary.
  • Cross trained as Floor Support and a Virtual Training Facilitator for Nordstrom.com. 
Sales Support, 12/2015 to 10/2016
Dillard's Las Vegas, NV
  • Assisted customers at the service desk with various transactions.
  • Answered telephones and directed customers to the appropriate contact.
  • Count and balance various register and vault deposits and complete ATM procedures.
  • Process register bags, balance worksheet and general ledger.
  • Prepare deposits and complete verification for Armored Car and deposits to the bank.
  • Service customers gift wrap and packing.
  • Cross trained new hires.
Customer Service Representative, 09/2015 to 11/2015
C3 Contact Channels Las Vegas, NV
  • Assisted United Healthcare members with their Medicare Part D (Prescription Drug Plan) health insurance plans.
  • Provided information on explanation of benefits, coverage determination, and prescription drug information.
Fulfillment Specialist, 06/2015 to 09/2015
Viator Las Vegas, NV
  • Responded to general support email inquiries for Viator customers and Travel Distributors/Agents.
  • Processed all post travel queries, refund requests, and cancellations in a timely manner.
Concierge, 10/2011 to 06/2015
Entertainment Benefits Group Las Vegas, NV
  • Assisted customers with all of their needs while in market including discounted shows, tours, attractions, and dinner reservations.
  • Provided assistance to customers with inquiries in person and at times via email and phone.
  • Promoted the amenities by educating guests on restaurants, and other outlets such as spa, retail, and pools.
  • Collaborated with other team members on special projects and events.
  • Cross trained new hires.
OPC, 04/2011 to 10/2011
Grandview Marketing Las Vegas, NV
  • Signed up couples from all over the world for timeshare tours for The Grandview at Las Vegas to receive discounted show tickets and vouchers.
  • Sold discounted hotel packages for couples all over the world departing Las Vegas to tour our timeshare resort The Grandview at Las Vegas when returning to Las Vegas.
On Site Director/Public Relations Manager, 08/2007 to 04/2011
Haven Animal Care Shelter Lubbock, TX
  • Reported daily activity to Haven Animal Care Shelter owner.
  • Maintained health records of all animals at shelter.
  • Administered medicine and all other preventive measures for all animals.
  • Managed to make sure all animals are properly fed, watered, housed, and healthy on a daily basis.
  • Worked with area veterinarians to ensure all animals are spayed/neutered, current on vaccinations, and otherwise healthy.
  • Managed all community service workers, Lubbock County Correctional Facility workers, and all volunteers.
  • Answered phone and returned phone messages.
  • Scheduled all volunteer groups and any other pertinent office duties.
  • Purchased supplies for the Haven.
  • Maintained the Haven's Facebook website and Haven website.
  • Performed a weekly animal adoption segment on local Fox channel affiliate news program: Good Day Lubbock.
  • Cross trained and assigned jobs to new hires.
Phone Banker 2, 03/2009 to 07/2010
Wells Fargo Bank Lubbock, TX
  • Provided first call resolution, while following strict procedures that meet compliance guidelines.
  • Identified and offered customers the products and services they need and want to succeed financially.
  • Delivered exceptional service to our customer by going above and beyond.
  • Fielded an average of 80 customer service calls per day.
  • Increased sales by $40,000 in profit within the last six months of 2009 and increased sales by $60,000 in profit within the first six months of 2010.
  • Received over thirty customer satisfactions with the first six months of 2009-2010.
  • I was elected as a team pro in 2010.
Textbook Assistant Manager, 03/2008 to 03/2009
Double T Bookstore Lubbock, TX
  • Analyzed purchasing, sales, and inventory of a large textbook department.
  • Answered switchboard phone.
  • Ran procedures for cash registers.
  • Generated and analyzed reports for Monsoon ordering system.
  • Operated Prism for adoptions, course requests, purchase orders, buy backs, mail orders, item maintenance, order decisions, vendor maintenance, and inventory.
  • Handled and distributed all incoming and outgoing mail.
  • Managed closing duties, including restocking items and reconciliation of the cash drawer.
  • Cross trained new hires.
Sales Associate, 08/2007 to 03/2008
Dillard's Lubbock, TX
  • Delivered exceptional service by greeting and serving customers in a friendly manner with their shopping decisions and credit applications.
  • Processed markdowns and rang up customer's merchandise.
  • Managed closing duties, including restocking items and reconciliation of the cash drawer.
Sales Support, 08/2007
Dillard's Henderson, NV
  • Greeted and served customers and associates in a timely, friendly manner.
  • Performed merchandise stock orders for customers.
  • Took payments for Dillard's cards.
  • Performed giftwraps for customers and associates.
  • Used AIMI system to look up prices and merchandise for associates.
  • Answered switchboard.
  • Handled and distributed all incoming and outgoing mail.
  • Shipped and received packages to and from customers and stores.
  • Managed closing duties and reconciliation of the cash drawer for Customer Service.
  • Cross trained new hires.
Education
Bachelor's: Marketing/Advertising, Texas Tech University - Lubbock, TX
Associate's: Computer Information Technology, Area Technical Trade Center, NV - North Las Vegas, NV
High School Diploma: Mojave High School - North Las Vegas, NV
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