Banking Customer Service Representative resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.

Seeking a profession of increased responsibility and authority. Excels at prioritizing, completing multiple tasks simultaneously, and following through to achieve project and group goals. Flexible and hardworking with the drive to succeed.

Wells Fargo | Greenwood , SC Personal Banker 08/2018 - Current
  • Helped customers open and close accounts, apply for loans and make sound financial decisions
  • Provided clients with budget management and financial guidance
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
  • Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer
TD Bank | Greenville, SC Banking Specialist 08/2017 - 08/2018
  • Opened new customer accounts, including checking, savings and lines of credit
  • Trained new hires and helped current employees while on floor support
  • Delivered prompt, accurate and excellent customer service
  • Troubleshooted and resolved web application issues escalated from customer support and other departments
VERIZON WIRELESS | Greenwood, SC Experience Specialist 08/2014 - 11/2016
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Shared best practices for sales and customer service with other team members to help improve the store's efficiency.
  • Determined customer needs by asking relevant questions and listening actively to the responses.
  • Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner.
SYKES | Greenwood, SC Customer Service Representative 06/2013 - 07/2014
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Provided accurate and appropriate information in response to customer inquiries.
  • Demonstrated mastery of customer service call script within specified time frames.
Sexual Trauma | Greenwood , SC Family Advocate (Internship) 01/2013 - 05/2013
  • Collected information necessary for psychological diagnosis by interviewing, observing and surveying patients.
  • Talked with family members when patients were unable to self-advocate.
  • Met with patients and provided diagnoses and consultations.
  • Bought in sexual assault forensic exam for the patient.
FUJI FILM | Greenwood, SC Operator 11/2010 - 07/2012
  • Developed production tracking and quality control systems, analyzing production, quality control, maintenance, and other operational reports, to detect production problems.
  • Inspected finished products for quality and adherence to customer specifications.
Velux Of America | Greenwood, SC Receptionist Administrative Assistant 08/2008 - 06/2009
  • Guided administrative and professional staff through computer and software problems.
  • Delivered exceptional clerical support every day, including scheduling appointments, transcribing notes and mailing packages.
  • Monitored guests, issued badges and tracked activities to maintain optimal building security and protect staff from unauthorized persons.
  • Completed connections between callers, departments and professionals.
Education and Training
Lander University | Greenwood, SC BACHELOR OF SCIENCE 2013
This resume is created in 7 minutes.
Professional Summary
I am a Technical Field Supervisor, backed with 22 years of experience in the telecommunications industry. I am a leader that is passionate and motivated, with a drive for excellence. I am diligent and focused with a strong commitment to grow both personally and professionally. I am dedicated and focused on building strong and lasting relationships based on a foundation of transparency and respect. My desire is to serve, lead and inspire others to reach their full potential.
  • Effective leader
  • Staff training/development
  • Employee scheduling
  • Team building
  • Quality assurance
  • Telecommunications specialist
  • Consistently meet goals
  • Efficient multi-tasker
  • Conflict resolution
  • Customer service-oriented
  • Organized
  • Attention to detail
  • Sound judgment
Work History
Field Operations Supervisor, 01/2016 to Current
Spectrum Plano Texas
  • Interacting with customers and ensuring all issues are resolved to thier satifaction
  • Responsible for technical development of supervised personnel
  • Responsible for interviewing, hiring, developing, coaching, disciplinary actions and termination of employees
  • Implements standard safety training and maintains daily safety inspection. On Safety Committee
  • Coordinates all vehicle assignments, maintenance, and inspections
  • Analyzes operations and performance to assure operational efficiencies through productivity, QC, and customer satisfaction
  • Coordinates department responses to customer and department issues with a strong sense of urgency
  • Work with other departments, building strong relationships
  • Proficient with computers and software
  • Consistent exercise of independent judgment and discretion in matters of significance
Supervisor Of Technicians , 12/2013 to 07/2016
Comcast Cable Fairfield, CA
  • Interacting with customers and ensuring all issues are resolved to thier satifaction
  • Responsible for technical development of supervised personnel
  • Responsible for interviewing, hiring, developing, coaching, disciplinary actions and termination of employees
  • Quota management to include, entering daily quota into Cable Data based on Technical Schedules
  • Implements standard safety training and maintains daily safety inspections
  • Coordinates all vehicle assignments, maintenance, and inspections
  • Ensures systems and staff are able to respond to the demands of new technology deployment through demonstrative methods
  • Analyzes operations and performance to assure operational efficiencies through productivity, QC, and customer satisfaction
  • Works with other departments, as necessary, to maintain an in-depth technical knowledge of new technology being deployed
  • Proficient with computers and software
  • Consistent exercise of independent judgment and discretion in matters of significance
Fulfillment Technician, 03/1999 to 11/2013
Comcast Cable Fairfield, CA
  • Responsible for the installation and trouble shooting of all lines of service.
  • Effectively communicate with customers and employees both verbally and in writing.
  • Responsible for operating hand tools and power tools.
  • Climbing of utility poles and crawling under homes.
  • Use diagnostic tools such as signal level meters and software tools to complete each job successfully.
Dispatcher, 07/1997 to 03/1999
TCI Martinez, CA

Customer Service Representative, 05/1995 to 07/1997
TCI Bossier City, LA

Correctional Officer, 04/1993 to 05/1995
Bossier City Juvenile Detention Center Bossier City, LA
  • Responsibilities included booking inmates into the facility.
  • On a daily basis I was required to insure the safety of inmates and staff.
  • I had many daily reports that was required from procedural to incident reports that was crucial in documenting for legal purposes.
  • I was a member of the SRT (Special Response Team).
  • Shift supervisor.
  • I was required to interact with police officers that was delivering individuals.
  • I was to make sure the facility ran professionally and safely during my shift.
High School Diploma Vacaville High - Vacaville, CA

General Studies: General Studies West Coast Christian College - Fresno California
This resume is created in 7 minutes.
Professional Summary

Financial Advisor committed to helping clients achieve financial success. Specialties include investment strategy and portfolio management, as well as , wealth management strategies Ambitious, detail-oriented Financial Advisor providing superior service to prospects and existing clients. Adapts quickly to challenges and changing environments. Reliable finance professional with more than 13 years of experience in finance consulting and investments.

  • Life accident and health licensed in 12 states
  • Property and Casualty Licensed
  • Financial Advising
  • Retirement Planning
  • Sales
  • Salesforce Knowledgeable
  • Ambitious Financial Advisor determined to continually exceed expectations. Willing to take on added responsibilities to achieve desired results.
  • Financial Advisor who leverages exceptional communication skills to build quality relationships with prospects, clients and small businesses .
  • Well-established Financial Advisor adept at networking and creating valuable partnerships.
Work History
Supervisor 08/2015 to Current
Company Voice Blue Bell , Pennsylvania
  • Worked on various projects as supervisor within Company Voice
  • Managed customer calls effectively and efficiently in complex, fast-paced and challenging call center environment
  • Effectively managed high-volume of inbound and outbound customer calls
  • Met or exceeded service and quality standards every review period
  • Directed and motivated team of 20 Customer Service Rep in bank setting
Medicare Specialist 09/2011 to Current
KRG Financial Group / Self Employed East Greenville , Pennsylvania
  • Sold retirement products, such as Medicare Supplements , Advantage plans and Final Expense
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan
  • Conversed with people from different cultures daily, providing high level of respect and patience with each interaction
  • Conducted interviews with applicants, explaining benefits process and which programs were available
  • Called applicants to set up appointments and explain benefits processes
Customer Service Representative 09/2013 to 13/2018
Apex Systems LLC/ The Results Company Blue Bell, PA
  • Last project worked on was Highmark Health Insurance
  • Effectively managed high-volume of inbound and outbound customer calls
  • Gathered and verified all required customer information for tracking purposes
  • Defused volatile customer situations calmly and courteously
  • Managed customer calls effectively and efficiently in complex, fast-paced and challenging call center environment
  • Oversaw call center employees to ensure customer satisfaction goals were consistently met
Financial Advisor 03/2007 to 09/2011
New England Financial/Metlife Bethlehem, PA
  • Explained and documented for clients types of services to be provided, and responsibilities to be taken by personal financial advisor
  • Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability
  • Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans
Associate of Arts: Accounting And Business Management Expected in 06/2022 Montgomery County Community College - Blue Bell, PA
This resume is created in 7 minutes.
Collection Officer 06/2018 to Current Nayifat Finance Company Riyadh, Saudi Arabia
  • Spoke to delinquent members by phone and identified why accounts had not been paid
  • Collaborated with delinquent members to create effective payment plans to resolve accounts in a timely manner. Minimized loss by negotiating payment terms directly with clients, consistently achieving 93% recovery rate on average
  • Investigated and resolved discrepancies in monthly bank accounts, and prepared documentation for repossession when other courses of action were exhausted
  • Updated company's database daily with any new details regarding collections and activity on delinquent accounts. Partnered with cash application team and credit manager on timely and accurate posting of remittances
Customer Service Representative 05/2014 to 07/2014 Alinma Bank Riyadh, Saudi Arabia
  • Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as necessary.
  • Increased credibility and client awareness by developing technical/non-technical marketing collateral and presentations, public relations campaigns, articles and newsletters.
  • Completed and posted bills, contracts, policies and cheques.
  • Billing and collections best practices
  • Interpersonal skills
  • Negotiation skills
  • Research, reporting and documentation
  • Time management
  • Administrative skills
  • Microsoft Office
  • Expert in Fin One (a system used by collection companies)
Bachelor of Science: Bachelor of Business Administration- Economics 2016 Al-Imam University Riyadh, Saudi Arabia
Certificate: Customer First 2019 Nayifat Finance Company Riyadh, Saudi Arabia
Certificate : Anti-Money Laundering (AML) 2018 Nayifat Finance Company Riyadh, Saudi Arabia
Certificate: Compliance Principles 2018 Nayifat Finance Company Riyadh, Saudi Arabia
Certificate: Cyber Security Awareness 2018 Nayifat Finance Company Riyadh, Saudi Arabia
Certificate: Social Media Applications 2014 Al-Imam University Riyadh, Saudi Arabia
Certificate: ICDL 2005 Ministry of Interior Riyadh, Saudi Arabia
This resume is created in 7 minutes.
Professional Summary

Experienced in Banking Solutions with a demonstrated history of working in the computer software industry. Skilled in: Microsoft Excel, Customer Service Solutions, Coordinating Events, Data Entry, Inventory POS systems, Writing and a strong background in Finance Operating Systems

  • Accounting Systems and Software
  • Compliance, Banking Laws and Regulations
  • Versatile on Mac & Microsoft Office
  • Proficient in Excel
  • Online Banking Navigation
  • Navigating POS Inventory Systems
  • Risk management processes and analysis
  • Excellent time management skills
  • Customer service
  • Training and development
  • People-oriented
  • Detail-oriented
  • Coordinating Events/Meetings
  • Team leadership
  • Budgeting and finance
  • Strong verbal communication
  • Conflict resolution
  • Extremely organized
  • Experienced Writer
  • Strong account analysis skills
Work History
August 2016-Current Senior Reconcilation Specialist | Paycom | Oklahoma City, OK
  • Answer inquiries and resolve escalated issues to management personnel to ensure client satisfaction.
  • Analyze department documents for appropriate distribution and filing.
  • Perform initial client assessment and analysis for account reconciling
  • Work directly with Product Services Department to achieve customer solutions for specific banking inquiries
  • Perform Direct Deposit Reversals, Banking Transactions, Void/Stop Pay Requests and Stale checks
  • Manage Bank Account Changes
  • Audit Notice of Change
  • Reconciling and verifying bank accounts daily
  • Building and executing positive pay files for Bank accounts successfully
  • Leading group discussions in team meetings
  • Train new employees in the Banking Department
  • Followed all company policies and procedures to deliver quality work.
  • Kept detailed records of project progress, discrepancies and other funding issues.
  • Supported department leadership in implementing new policies, procedures and controls.
July 2012-August 2016 Retail Banker | Interbank | 4921 North May Avenue Oklahoma City, OK 73112
  • Answer telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Schedule staffing for the main branch.
  • Assist personal bankers with customers and transactions.
  • Execute customer transactions, including deposits, withdrawals, money orders and checks.
  • Maintain and be responsible for one of the main money vaults used for all transactions at the teller line.
  • Rapidly and efficiently prepare customer and ATM cash and change orders.
  • Organize, stock and maintain the teller window area.
  • Coordinate daily cash reconciliation at a high-volume location.
  • Continued education on current banking products and services through Harland Clark Digital training program.
  • Create member account profiles on online banking program.
  • Maintain balancing record with 100% rate of accuracy on cash drawer.
  • Organize and remove online banking files no longer in use.
related work experience

Deep Deuce Music Sessions Volunteer
Paycom Greenlight Social Media Contributor
Paycom Pulse Contributing Writer

Bachelor of Arts: English/Creative Writing Oklahoma State University, 107 Whitehurst Oklahoma State University Stillwater, OK 74078
2007 High School Diploma Putnam City North, 11800 North Rockwell Avenue Oklahoma City, Oklahoma 73162 United States
2018 White Belt Certified : Lean Six Sigma White Belt University of Oklahoma, Norman, OK
This resume is created in 7 minutes.
Professional Summary

Seasoned Senior specialist with 10 years of experience in Customer Service, Sales and Analytics. Skilled in operations management, organization, and strategic planning. Proficient user of management software programs and databases. Seeking entry or mid level position in wealth management or financial advisory related fields. I'm currently studying for my Series 65 license.

  • Quality control
  • Oracle proficiency
  • Types 70 WPM
  • Advanced Excel spreadsheet functions
  • Monthly Reports
  • Staff training/development
  • Adult learning theories
  • Skilled multi-tasker
  • Skilled with Lync 2010
  • Creative problem solving
  • Ability to de-escalate clients in another vulnerable emotional state
  • Fast learner
  • Proficiency with CRM systems
  • Trained in solutions development
Work History
11/2018 to Current
Financial Crimes Specialist 2 Wells Fargo & Company San Antonio, Texas
  • Recognize patterns, signals, alerts  possible red flags.
  • Filed SAR or UAR if necessary
  • Identify customer assets subject to vulnerability or exposure. 
  • Conducted questionnaires with customers and file reports of findings.
  • Follow Regulations  requirments in order to minimize company risk and liability.
  • Pay claims from various ledgers depending on findings. 
04/2017 to 10/2018
Banking Specialist Jpmorgan Chase & Co SAN ANTONIO, TX
  • Answered customer telephone calls promptly and in an appropriate manner.
  • Determined the proper course of action for claims processing.
  • Asked open-ended questions to assess customer needs.
  • Answered product questions with up-to-date knowledge of sales and store promotions.
  • Referred unresolved customer grievances to designated departments for further investigation.
2015 to 2017
Training Manager Alorica Inc 10940 Laureate Dr
  • Assessed training needs through surveys, interviews with employees, focus groups and consultation with managers.
  • Extensively trained new and existing employees.
  • Monitored participant workflow and behaviors throughout the training process.
  • Addressed all questions from training program participants.
  • Trained, coached and mentored staff to ensure smooth adoption of new program.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Administered performance reviews to evaluate each participant\'s progress.
  • Used a variety of assessment tools and strategies to improve instruction methods.
  • Conducted one-on-one tutoring sessions for new employees.
08/2014 to 11/2015
Licensed Insurance Agent/ Subject Matter Expert Alorica Inc / Aetna Inc San Antonio, Texas
  • Reduced overhead by taking on more responsibility with creative and administrative projects.
  • Calculated premiums and established payment methods for sales.
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Finalized sales and collected necessary deposits.
  • Calculated quotes and educated potential clients on insurance options.
  • Promoted ancillary products to existing and new clients each month.
  • Followed up with customers on unresolved issues.
10/2012 to 2014
Customer Service Representative/ Subject Matter Expert West Corporation / AT&T Inc San Antonio, Tx
  • Reviewed daily metrics of account executives to evaluate their strengths and weaknesses.
  • Conducted one-on-one tutoring sessions for new employees.
  • Administered performance reviews to evaluate each participant\'s progress.
  • Clearly communicated objectives for all lessons, units and projects to all participants.
  • Coordinated between billing department and customers to resolve problems.
  • Processed cash and credit payments rapidly and accurately.
  • Responded to all customer inquiries thoroughly and professionally.
Undergraduate: Computer Science
San Antonio College - San Antonio, TX
Computer Science
High School Diploma
Highlands High School - San Antonio, TX
Life, Accident, Health and HMO September 2014 to October 2018 Licensed Agent