Financial 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.

Previously a safe registered Financial Relationship Consultant with an extensive career in financial services and a track record of driving sales and boosting company morale. Driven and self-motivated with stellar sales ability and remarkable creativity. Organized and professional. Dedicated and focused banker who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve precise completion. Seeking a role of increased responsibility and authority. I am very comfortable with navigating multiple computer programs and am very self sufficient. I have worked in sales, customer service, management and I am eager to learn what is necessary to do my job exceedingly well. I strive for greatness in every task that I undertake and always achieve/exceed my goals.

  • Detail-oriented
  • Results-oriented
  • Excellent time management skills
  • Excellent work ethic
  • Expert in risk management
  • Proficient in multiple computer programs
  • Complex problem solving
  • Strong interpersonal skills
  • Schedule management
  • Reliable
  • Resourceful  
  • Telecommunication skills
  • Self-motivated

Wells Fargo Bank N.A. July 2013 to April 2018 Teller/Customer Service & Sales Rep/Service Manager/Personal Banker
Gulf Shores, Al
Educate customers on the variety of loan products and available credit options.
Provide expert financial advice on mortgage, educational and personal loans. Constant multi-tasking. 
Continuous problem solving.
Coached employees to meet sales goals and provide world class service.
Helped my team plan professional development career paths and created individualized action plans to suit each team member.
Created and managed employee schedules.
Actively recruited and oversaw training for all new branch employees.
Managed opening and closing times for the main branch. 
Reference contact- Wendy Readman
Elements April 2013 to February 2014 Customer Service Representative
Mobile, AL
Cross-trained and provided back-up for other customer service representatives when needed.
Promptly responded to general inquiries from members, staff, and clients via mail, e-mail and fax.
Successfully interacted with customers and retail buyers to expedite orders.
Guaranteed positive customer experiences and resolved all customer complaints.
Managed cash stock and inventory balances accurately.
Created and revised employee schedules.
Learned and utilized complex computer software.
Billed customers and processed payments.
Created and maintained client appointments.
Hooters April 2011 to June 2013 Hostess/Hooters Girl/Bartender/Trainer
Gulf Shores/Mobile, AL
Delivered exceptional service by greeting and serving customers in a timely, friendly manner.
Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
Effectively communicated with kitchen staff regarding customer allergies, dietary needs and other special requests.
Skillfully anticipated and addressed guests' service needs.
Managed closing duties, including restocking items and reconciliation of the cash drawer.
Demonstrated awareness of liability issues and the law by confirming legal drinking age and discontinuing service to intoxicated guests.
Correctly calculated charges, issued bills and collected payments.
Promoted and endorsed the company to bring in new business.
Represented the company at promotional events.
Trained new employees.
Coffee Heads February 2011 to January 2012 Barista/Night Manager
Gulf Shores, AL
Wrote order supply requests to replenish merchandise.
Ran and balanced cash drawer.
Ordered equipment and products.
Completed and supervised closing procedures.
Light bookkeeping.
Addressed and corrected sales staff communication issues in a tactful and effective manner.
Trained staff to deliver outstanding customer service.
Directed and supervised employees engaged in sales, inventory-taking and reconciling cash receipts.
Addressed customer inquiries and resolved complaints.
Completed weekly schedules according to payroll policies.
Education and Training
Faulkner State 2011 Bay Minette, AL
Washington County High School Chatom , AL
Activities and Honors

Wells Fargo Bank N.A. : Within working for this company for 5 years, I obtained three promotions. I have been awarded the title of "Wells Fargo Advocate" in which I represented Wells Fargo and hosted educational seminars at new hire orientations and schools. I was also selected as "Small Business Specialist" which directed all business clients to my customer list and they met exclusively with me. Near the end of my career, I was awarded for internal service excellence.

I take pride in everything that I do and strive for excellence in every task I am assigned. I look at each task as an opportunity to expand my knowledge and grow my career. I take every opportunity seriously and admit I am very competitive. Failure is never an option for me.

This resume is created in 7 minutes.
Customer-focused representative successful in communication and critical thinking. Quality-oriented and proactive in resolving issues with exceptional organizational, tech-savvy and multi-tasking skills.
  • Customer- and service-oriented
  • Excellent communication skills
  • MS Office Certified 
  • Results-oriented
  • Reliable and punctual
  • Energetic self-starter
  • Eye for detail
  • Adaptable
PetSmart Morehead City, NC Pet Care Associate 01/2017 to 12/2017
Operated cash register with proficiency.
Maintained 40% or higher in "email capture" per corporate policy.
Managed daily store goals in conversion and products in transactions. 
Cared for store animals for sale and adoption.
Maintained habitats according to corporate and store standards.  
Developed long-term relationships with customers and made recommendations on their individual needs.
Answered customers' questions and addressed problems and complaints in person and via phone. 
Unloaded trucks, stocked shelves and carried merchandise out on the floor for customers. 
Marked clearance products with updated price tags. 
Global Vacations Newport, NC Customer Service Representative 01/2018 to Current
Managed quality communication, customer support and product representation for each client.
Scheduled members for multiple branch locations around the United States.
Generated leads for new sales through telephone and email contact with members.
Set up meetings between members and company representatives regarding the memberships and benefits. 
Education and Training
Bachelor of Science: Accounting 2018 York College of the City University of New York, Jamaica, NY

Continuing education in Business Administration 
Coursework in Business Administration and Organizational Development
Related coursework: Management, Accounting and Communication

This resume is created in 7 minutes.
Professional Summary

Highly organized and efficient Bookkeeper with exceptional documentation management skills and versed in accounts payable and accounts receivable. Background in banking and finance. Proficient in QuickBooks, Excel, Word Processing.

  • Accounts receivable and payable
  • Bank and statements reconciliation
  • Inventory control and management
  • Bookkeeping
  • Strong work ethic
  • Natural leader
  • Customer service relations
  • Expertise in invoice and payment transactions
  • Excellent communication skills
  • Vendor relations
  • Cash handling expertise
  • Organized
  • Team player
  • Approachable
  • Cheerful demeanor
  • Friendly
  • Intuit QuickBooks knowledgeable
  • Professional phone etiquette
  • Appointment setting
  • Documentation skills
Work History
Purchasing Assistant 08/2019 to Current
Reeves County Pecos , Texas
  • Verified receipt of items by comparing items received to items ordered and resolved shipment order errors with suppliers.
  • Order supplies for Departments once PO's are approved. Some supplies, but not all.
  • Established and managed supplier and vendor relationships.
  • Maintained complete documentation and records of all purchasing activities.
  • Receive and process requisitions from County Departments needing a Purchase Order for payment.
  • Purchase Order edits
  • Excel Spreadsheet creations for vendor list, to track inventory for end of year annual bids, and other small tasks.
  • Assists the Purchasing Agent with bids throughout the year that the County may need. Including creating and editing documents, award/reject letters, newspaper ads/letter, receiving bids.
  • Assists the Purchasing Agent in keeping the County Website updated with Commissioner's Court Agenda, minutes, Covid-19 cases and mandates, any and all changes needed.
  • When the County Judges' assistant is out, i am her backup to put the Commissioner's Court Agenda together.
  • All general secretarial duties include answering phones, taking messages, copies, scanning, computer skills, typing, 10 key calculator, email correspondence.
Office Assistant 08/2017 to Current
Ward Co Irrigation Dist 1 Barstow, TX
  • Interact with customers professionally by phone, email or in-person to provide information and/or direct to Office Manager.
  • Process payments and documented account changes for financial accuracy and transparency.
  • Order equipment, materials, equipment supplies for Irrigating purposes.
  • Work with Office Manager to complete projects within specific timelines.
  • Keep physical files and digitized records organized for easy updating and retrieval by Office Manager.
  • Perform wide-ranging administrative, financial, and service-related functions under the direction of the Office Manager.
Customer Service Representative 08/2016 to 04/2017
Otero Federal Credit Union Ruidoso, NM
  • Answered customer telephone calls promptly and in appropriate manner.
  • Opened new accounts.
  • Managed cash drawer
  • Teller duties including deposts, withdraws, transfers, cashiers checks, coin machine balances, end of day vault balance, ATM deposits, night drop, cash advances, change orders.
  • Responded to customer requests for products, services and company information.
Owner, Secretary/Treasurer 01/2001 to 12/2015
Chad Harvey Drilling, Inc. P.O. Box 7933 Ruidoso NM 88355, NM
  • Managed business finances, including paying employees, vendors and suppliers for products services rendered.
  • Prepared income statements and balance sheets and projected cash flow.
  • Completed and processed estimates and customer invoices using quickbooks.
  • Prepared month-end reports
  • Prepared well logs for our customers at the end of each well drilled to send to the State Engineers Office.
  • Answered phones, managed service calls, and kept track of employee daily schedules.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Communicated with customers to identify and resolve outstanding payments.
  • Reconciled company bank, credit card accounts.
  • Established a QuickBooks accounting system to reflect accurate financial records.
  • Managed and responded to all correspondence and inquiries from customers.
One year of basics- 1991 New Mexico State University - Las Cruces, NM
High School Diploma 1991 Silver High School - Silver City, New Mexico
This resume is created in 7 minutes.
Professional Summary

Qualified Customer Service Representative with 7 years in fast-paced customer service and call center environments. Personable and professional under pressure.

  • Highly Dependable
  • Quick learner
  • Excellent attention to details
  • People-oriented
  • Strong conflict resolution skills
  • Self-motivated
  • Team building
  • Excellent multi-tasking ability
  • Deadline driven
  • Organizational skills
  • Team leadership
Work History
Office Manager/ Deli Associate, 12/2017 to Current
Food Lion Greensboro, NC

  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Maintained cleanliness and presentation of stock room and production floor.
  • Directed calls to appropriate individuals and departments.
  • Built long-term customer relationships and advised customers on purchases and promotions.
  • Operated a POS system to itemize and complete customer purchases.
  • File reports for Western Union, money orders, and lottery on every opening or closing shift.
  • Manage front end so that the customers can receive a great, fast and easy shopping experience.
  • Count and submit cash reports for each till that has been closed out during my shift.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Coached and Trained new hires on company processes while managing employees to ensure maximum production.
  • Maintained office supplies inventory by checking stock and ordering new supplies as needed.
  • Follows all technical manuals for processing of product, label placement, etc.
  • Ensures proper sanitation of department, equipment and proper food handling/preparation
  • Role model outstanding, friendly customer service and use skills and knowledge of department products to offer solutions that meet or exceed customers' expectations
  • nsure that ordering, receiving, preparation, conditioning and displaying of merchandise is done in accordance with policies and guidelines
  • Monitor shrink ensuring that inventory is accounted for; provide coaching for associates to recognize and prevent losses
  • Ensure that all advertising and sales promotion materials applicable to the Deli Bakery are properly utilized
Customer Service Representative , 09/2015 to 02/2017
Polo Ralph Lauren High Point, NC
  • Manage quality communications, support and product representation for each client
  • Seasonal Temporary Associate
  • Successfully interacted with customers and retail buyers to expedite orders
  • Resolved product/policy issues and shared benefits of new technology
  • interacted with customers and retail buyers to follow up on shipping statuses and expedited orders.
  • assisted customers with store and product complaints
  • Guaranteed positive customer experiences and resolved all customers complaints
  • Assisted customers in finding out-of-stock items
Customer Service Representative , 11/2013 to 01/2015
Conduit Global Mcleansville NC
  • Effectively managed a high-volume of inbound and outbound customer calls.
  • Addressed and resolved customer product complaints empathetically and professionally.
  • Defused volatile customer situations calmly and courteously.
  • Accurately documented, researched and resolved customer service issues.
  • Resolved service, pricing and technical problems for customers by asking clear and specific questions.
  • Referred unresolved customer grievances to designated departments for further investigation.
  • Acted professionally and patiently when addressing negative customer feedback.
  • Met or exceeded service goals every review period.
High School Diploma Northeast Guilford High School - Mcleansville, NC