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Customer Relationship Officer Resume Samples
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0-5 years of experience
Raised an average of $10-$15 million in assets and opened 90-120 new accounts every quarter
- Trained associates on daily operations, and created business models
- Managed a high net-worth customer base through ongoing sales of financial products, while reviewing
- Handled customer inquiries on weekends and holidays
- Reviewed and processed new account applications after-hours
0-5 years of experience
Established and maintain a centralized archive of presentations, marketing materials and communications that is accessible to various functional groups internally.
- Evaluated marketing campaign to boost sales growth.
- Monitored competitor activity.
- Contributed to and developed marketing plans and strategies.
- Maintained, updated customer databases and networked with stakeholders.
- Arranged for the effective distribution of marketing materials.
0-5 years of experience
Professionally greeted potential clients, opened new accounts and maintained the existing accounts.
- Provided exceptional customer service promoting bank’s products and services.
- Resolved problems and assisted customers by handling account related inquiries.
- Accurate data input and maintenance of client information in CRM system.
- Ensured maximum security and confidentiality of customers’ assets.
- Electronic payment processing, preparation of cheques and posting to proper chart of accounts.
0-5 years of experience
- Established and maintained relationships with individual and business customers and provided assistance with problems they encountered.
- Networked within communities to find and attract new business that assisted in revenue generation
- Responsible for activities regarding sales, customer acquisition, customer relationship management, & maximizing revenue.
- Finding various new businesses opening & arranging promotional programs to get commercial business and attain set goals.
- Handled responsibilities of Risk Management
- Giving suggestions for product improvement
0-5 years of experience
Manage customer accounts, receive incoming telephone calls, and greet walk-in customers.
- Actively promoted [company name]’s products and services to existing and prospective clients to meet individual and branch sales goal. Received award for the most sales volume among the employees.
- Monitor accounts and sought opportunities to further develop client relationship.
- Supervise 3 tellers and authorize daily transaction; also provide teller duties such as cash handling of deposit and withdrawal for customers.
0-5 years of experience
Welcomed incoming guests and customers
- Assisted customers in all their queries and complaints
- Explained the features of different models of motorcycles to customers, pointing out the selling points or benefits of each
- Collecting necessary documents and provide through explanation of the terms, conditions and service agreements to the customers.
- Prepared voucher/ receipts/ sales invoice after closing the orders with the customers
- Collecting payment amount and took hold of the cash before handling over to the manager by the end of each working day.
- Performed tasks assigned by manager.
6-10 years of experience
Attending to enquiries from walk-in customers and customers via phone, on all tax services provided, in a friendly and satisfactory manner ensuring customer loyalty and patronage remains priority.
- Liaising with other departments in ensuring that services are been rendered satisfactorily and on time to meet customer’s expectation.
- Daily collating of financial data and making entries in the accounting system in a timely manner.
- Timely invoicing of customers, receiving payments and lodging into the bank and issuing receipts for payments received.
- Structured and maintained a trade accounts receivable report for easy decision making. Ensured daily update and reconciliation with final accounts
- Ensuring all other customer’s needs and enquires are attended to satisfactorily
- Receiving and processing of all in-coming and out-going mails.
- Daily report to Management.
0-5 years of experience
Secured new accounts and grew existing top-tier customer portfolios, while maintaining optimum customer satisfaction
- Successfully obtained $25 million in new business
- Consistently ranked top five 5 regional producer among 50+ brokers
- Top producer in Mid-Atlantic region for two quarters
0-5 years of experience
Listening to customer requirements and presenting appropriately to make a sale
- Identify a customer’s needs and budget and sell him the appropriate car.
- Explain the features of various models, and apprise car shoppers of financing options and warranties
- Determining a customer’s needs and being able to offer advice, guidance and vehicle knowledge.
- Test drive cars with customers to give them a feel for the vehicle.
- Coordinate warranties, repairs and detailing of the car before and sometimes after its sale.
- Maintaining and developing relationships with existing customers in person and via telephone calls and emails
- Representing their company at trade exhibitions, events and demonstrations.
0-5 years of experience
- Manage customer accounts, receive incoming telephone calls, and greet walk-in customers.
- Actively promoted [company name]’s products and services to existing and prospective clients to meet individual and branch sales goal. Received award for the most sales volume among the employees.
- Monitor accounts and sought opportunities to further develop client relationship.
- Supervise 3 tellers and authorize daily transaction; also provide teller duties such as cash handling of deposit and withdrawal for customers.
- Deliver vault money between branches; manage and stock the ATM and vault.
0-5 years of experience
Opening of new accounts and maintaining the existing accounts.
- Proper guidance about bank’s products and services to potential and existing customers.
- Resolving problems and customer assistance by handling account related inquiries.
- Accurately data input client information in CRM system.
- Ensuring maximum security and confidentiality of customers’ assets.
- Process of payment, preparation of cheques and posting in system.
0-5 years of experience
- Answers the most commonly asked questions and specific guidelines for dealing with requests or complaints.
- Provides information which assists customers to make purchasing decisions.
- Develops rapport with the customer base.
- Creates activities in order to harmonize the employees
- Determines customer’s satisfaction from the questionnaires.
6-10 years of experience
Accurately executed sizable option and equity trades for sophisticated investors
- Transferred millions of dollars to the branch through book of business
- Responsible for the operations and client walk-ins at a busy branch office
- Trained new associates technical aspects of trading and operations
0-5 years of experience
Resolve customer service related issues.
- Handle & process all the customer queries received through email and phone calls and customers walk-in visit.
- Document all the call & queries to ensure information is implemented.
- Attend briefings, training session and meetings.
- Ensure one time call resolution.
- Maintain accuracy of information delivered and documented.
- Accomplish the counter sales target.
- Complete all the transactions in accordance to the procedures, policies, rules and regulations.
- Reporting all the essential information to the head office.
- Manage all administrative work related
0-5 years of experience
Analyze and resolve the customers’ technical problems.
- Ensuring quality assurance to the customers
- Ensuring high customer retention rate
- Worked for Outbound Process with sales handling for endorsing different products and services.
0-5 years of experience
Answer calls and respond to emails
- Handle customer inquiries both telephonically and by email
- Process clients order and ensure delivery
- Research required information using available resources
- Manage and resolve customer complaints
- Provide customers/visitors with product and service information
- Identify and escalate priority issues
- Document all call information according to standard operating procedures
- Produce call reports, monitor the trend of activity
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Customer Relationship Officer
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
