Financial Customer Service Representative resume examples

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Skillful Financial Customer Service Representative resume

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Work History
Administrative Assistant, 01/2019 to 07/2019
 Atlanta Toyota – Atlanta , GA
  • Performed general office duties, including answering multi-line phones, routing telephone calls or messages to appropriate staff and greeting visitors.
  • Monitored premises, screened visitors, updated logs and issued passes to maintain security.
  • Created PowerPoint presentations for business development purposes.
  • Created detailed expense reports and requests for capital expenditures.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Receptionist, 04/2018 to 05/2019
 Enlivant – Sandy springs, GA


  • Answered inquiries and resolved or escalated issues to management personnel to ensure client satisfaction.
  • Aggregated and prepared documentation and reports for office meetings, distribution and filing.
  • Collected and distributed messages to team members and managers to support open communication and high customer service.
  • Monitored and screened visitors to verify accessibility to inter-office personnel.
  • Sorted, received and distributed mail correspondence between departments and personnel.
  • Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
Customer Service Representative, 05/2016 to 02/2018
 Rick Case Hyundai – Duluth, GA
  • Answered average of 60 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing new product information.
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
  • Recommended alternative items when product was out of stock.
  • Built long-term, loyal customer relations by providing top-notch service and detailed order, account and service information.
  • Applied highly effective selling skills while properly engaging and presenting solutions to customers.
  • Drove team sales with more than 5% in personal weekly revenue.
  • Assisted customers by listening closely, finding solutions to problems and making recommendations based on extensive product knowledge.
     
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Client Service Representative, 02/2011 to 06/2014
 ExecuJet Aviation Nigeria ltd – Lagos, Lagos/Nigeria
  • Responded to all customer inquiries thoroughly and professionally.
  • Arranged services including hotels, catering and ground transportation.
  • Educated customers on available services, promotions and programs.
  • Coordinated aircraft services, such as fuel and hangar storage
  • Worked night and weekend shifts during holiday season.
  • Kept common areas clean, tidy and professional in appearance.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs.
  • Provided elevated customer experience to generate loyal clientèle.
  • Maintained strong reputation of efficiency and accuracy, earning numerous recommendations from satisfied customers.
Education
0: Air Hostess NCAT (Nigeria College Of Aviation Technology) - Zaria, Nigeria
Bachelor of Arts: Business administration , 2012
 Herriot watts - London, England
  • Graduated with 3.5 GPA
Skills


  • Proficient in the use of scheduling software programs as well as payment processing systems
  • Strong understanding of the benefits of rewards programs and how to sell them to potential customers
  • Excellent listener with a well developed sense of empathy
  • Ability to effectively double task and handle high stress situations
  • Outstanding ability to work long durations
  • Strong communication Skills
  • Ability to interpret documents and write routine correspondence
  • Proficient in Microsoft office, internet,web based applications
  • Excellent typing and data entry skills
  • Amazing ability to handle complex transactional and poignant customer situations effectively
Summary

Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail and collecting messages to facilitate office communication. Positive and upbeat with strong relationship-building abilities.

Personable and energetic Receptionist/customer service representative committed to delivering excellence in all facets of customer service and administrative support. Offers honed competencies in data-entry, database management and scheduling.

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic with ability to perform effectively in independent or team environments.

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Job-winning Financial Customer Service Representative resume

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Professional Summary

Experienced Accounts Receivable Bookkeeper with proven skills in managing routine and complex business accounting needs. Familiar with Long Term Care industry standards. Providing world class customer service in various settings. Looking to further advance within the Long Term Care Field.

Work History
Accounts Receivable Bookkeeper, 10/2017 to Current
 Genesis HealthCare Elms Haven Center – Thornton, CO
  • Performed targeted collections on past due accounts aged over 30 days by contacting clients with past due accounts to formulate payment plans and collect payment in full when possible
  • Analyzed and prepared all received consolidated billing invoices, if approved, for payment processing
  • Closely managed monthly reconciliation schedules of all assigned accounts
  • Handled a high volume of in-bound calls pertaining to reconciliation of delinquent accounts
  • Tracked contracts and rate adjustments to keep billing accurate and current
  • Identified, researched and resolved variances in accounts
  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances reporting any concerns to superior in a prompt and timely manner
  • Followed up with clients to collect necessary information and verify details
  • Document and follow up on customer accounts with all interactions, payments, and personal information
  • Reconciled and maintained Facility Petty Cash account
  • Maintained account accuracy by reviewing and reconciling accounts on a monthly basis
  • Assisted with front desk/receptionist duties when needed
  • Interviewed, trained, and coached new employees for the front desk
  • Attend and facilitate 72 Hour Family Meetings for new admits to facility
  • Verified insurance eligibility through various methods
  • Through customer service and compassion provide communication and details to families regarding status of Medicaid Application and building policies and procedures
  • Complete weekly partner rounds to ensure all residents needs are being met to ensure state regulations and guidelines are being followed
  • Contacted prospective admits via email and phone calls to discuss financial aspects of admission
EdAssist Customer Service Representative, 07/2017 to 10/2017
 Bright Horizons – Broomfield, Colorado
  • Pleasantly greeted customers on the phone and asked open-ended questions to determine the reason for the call.
  • Interacted with clients on a regular basis to quickly alleviate issues and provide status updates on tuition reimbursement.
  • Researched issues and took appropriate action to ensure speedy resolution.
  • Recommended alternative solutions when clients had met the tuition reimbursement cap for the year.
  • Documented all customer inquiries and comments thoroughly and quickly after the call.
  • Demonstrated dedication to continuously improving knowledge of contracts in assigned portfolios.
  • Handled all customer relations issues in a gracious manner and in accordance with company policies.
Pet Sitter, 09/2013 to 12/2013
 Wags N Walks Colorado – Aurora, Colorado
  • Took outdoor pets for multiple walks daily, in addition to dog park visits and outdoor activities.
  • Followed all pet care instructions, including dietary needs and medication regimens. 
  • Administered medications or wellness protocols as directed.
  • Managed and ensured pet safety and wellness in owners' absence.
  • Communicated with clients to provide pet status during overnight or vacation care.
  • Cared for a wide range of animals, including rodents and reptiles.
  • Bathed, brushed provided other basic grooming services for domestic pets.
  • Provided clean-up and disposal of pet waste.
Skills
  • Self-motivated
  • Knowledge driven
  • Strong verbal communication
  • Extremely organized
  • Integrity
  • Empathetic/Compassionate
  • Great Interpersonal skills
  • World Class Customer Service skills
  • Professional Behavior
  • Consultation and advisory
  • Computer literacy
  • Well-versed in Medicaid and Hospice Billing
  • Information collection
  • Managing deadlines
  • Medicaid management information systems
  • Medicaid statutes and regulations
Education
Some College (No Degree): General Studies Front Range Community College - Westminster, CO
National Phlebotomy Technician Certification: Phlebotomy: 2017
 Phlebotomy Training Specialists - Arvada, CO
Certifications
  • BLS Certified through American Heart Association
  • Nationally Certified Phlebotomy Technician

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Experienced Financial Customer Service Representative resume

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Professional Summary

Highly motivated Retail Sales professional offering top-notch customer service skills and relationship-building strengths. Dedicated to welcoming customers and providing comprehensive service. Experienced with working in fast-paced environments and meeting deadlines.

Skills
  • Customer service
  • Computer and data entry proficient
  • Quick learner
  • Positive and friendly
  • Professional telephone demeanor
  • Order fulfillment
Work History
Store Associate Oct 2018 - Current
Dollar Tree Loma Linda, CA
  • Greeted customers, helped locate merchandise and suggested suitable options
  • Coordinated efficient restocking of sales floor with current merchandise and accurate signage for current promotions
  • Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction
  • Used POS system to process sales, returns, online orders and gift card activations
  • Answered questions about store policies and concerns
  • Approached each problem with fresh mind and analytical strategies to quickly resolve concerns
Customer Service Representative Apr 2014 - Oct 2017
Party Plus INC. Redlands, CA
  • Described printing and event services available to customers, thoroughly explaining product information and care of orders
  • Answered incoming calls, emails and faxes addressing customer requests, orders, and resolving problems in a fast-paced environment
  • Coordinated schedules and timelines for all orders, maintained deadlines and provided all updates to orders with customers via phone and email
  • Communicated with vendors regarding back order availability, future inventory and special orders
Education
High School Diploma Dec 2011
Options For Youth-Victorville Charter High School Fontana, CA
Associate of Arts San Bernardino Valley College San Bernardino, CA

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