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Financial Customer Service Representative Resume Samples
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0-5 years of experience
Specialized Customer Service position geared towards analyzing data provided by financial experts about the current movements in the economy and conveying information to customers. Provided account optimizations and management for customers. Increased circulation volume by effectively upselling. Sales and retention focused.
- Received “Most Initiative Award” by votes within the Customer Service Department for consistent ability to take the lead on projects and provide input to improve processes
- Assisted the IT Department in developing a new design for customers to access single log in password
- Recruited to assist the Advantage Core Team during the testing and implementation of 2,000+ order pages
- Selected to assist with restructuring training guides for Customer Service and Financial Representatives
- Partnered with the IT Development Team to reconstruct the sales and customer service interface for increased speed and functional capabilities
0-5 years of experience
Provided financial service/support to 16k active duty military/civilian/retirees and trainees.
- Prepared in payments and collected in payments from military members with 100% accountability.
- Received 42 positive customer critiques while working the front counter.
- Advanced 168 payments to deployed military members reducing stress upon deployed members.
- Provided financial travel arrangements for 23,000k military members
- Successfully paid to different companies for military members traveling with a 98% accuracy rate.
- Collected $2,300 overdue payments due to the Department of Defense
- Processed 640 Travel Arrangements within 3 days for Saudi Arabian students traveling to/from the U.S.
0-5 years of experience
Finance Assistant – Processed and sent funding packages to lenders. Dealership responsibilities included Cap deals, verified loan rates, rent charge factors, residual values, capitalized cost and dealer reserve. Checked sales tax and computed sales commissions. Registered and cancelled extended service contracts, gap and lifetime oil contracts. Posted deals to accounting and cleaned schedules. Followed up on receipt of all monies due from customer s and Financial Institutions. Cash handling. Answered customer calls.
- Customer Service – Provide assistance to clients, answer incoming calls, handle escalations, and resolve outstanding concerns. Translate for other departments when necessary.
- Documentation – Completed reports for management to outline financial summaries.
- Sales Representative: Assisted customers with finding and purchasing the right vehicle to meet their needs. Prospected, qualified, negotiated and closed the sale.
0-5 years of experience
Communicated with customers daily, built a rapport with customers and proposed services based on their account history to minimize their bill, researched accounts, answered questions and worked with new customers
- Took inbound and outbound calls for collections, processed payments
- Performed queries in multiple database, answered an average of 250 calls through the call center and accurately recorded financial and related team leader about unusual situations affecting productivity
- Accuracy and efficiently of data conference calls and follow-ups to develop new accounts
0-5 years of experience
Greeted customers, personable and friendly attitude, always asking how I could be of assistance to them
- Processed payments received via cash, credit card, check, through the mail and over the phone. Applied payments to correct customer’s account, using the company’s software to document payment in their system, as well as, documenting it on a tangible ledger, double checking accuracy, and referring any questions to Office Manager
- Cross-trained and provided back up for other customer service representatives when needed
- Performed all store-opening duties, including counting cash drawers and ensuring all the necessary equipment was up and running correctly
- Excelled in meeting and exceeding weekly loan applications processed
- Developed promotional agendas that drew in hundreds of new customers for company
- Promptly responded to inquiries from members, staff and clients via e-mail, telephone or fax
- Compiled weekly and monthly monetary reports for records and management needs
0-5 years of experience
Managed 80+ card member disputes daily adhering to company policies and guidelines.
- Managed 20,000 accounts annually effectively implementing strategic dispute resolutions.
- Processed 700+ member accounts payments annually.
- Adhered to company and federal regulations ensuring compliance relating to disputes.
- Served as an arbitrator on clients behalf to resolve 90% of client disputes meeting company and client satisfaction.
0-5 years of experience
Alpine Access Inc. (a leading customer service company that provide home-based virtual call centers Service) May 2011 to May 2012
- Provided quality customer service by answering incoming calls regarding a wide range of questions and inquiries such as information on checking/savings account, new accounts, processed check orders and bankcard requests.
- Performed account maintenance and matched appropriate products to customers’ needs.
- Navigated multiple computer screens and customer systems to research and resolve customer issues
- Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
- Used effective and appropriate work practice to meet and exceed goals associate with call quality, average handle time and schedule adherence etc.
- Referred sales opportunities to segment partners by identifying customer needs.
- Provided Mandarin /English telephone interpretation to various internal departments
0-5 years of experience
Assisted consumers and businesses with product financing – Released orders for shipment
- Assisted salespeople with customer’s financing process – Audited consumer accounts
- Payment application and research – Billing disputes
- Answered billing and financing questions – Processed online orders
- Disclosed approved finance contracts
0-5 years of experience
- Provided financial service/support to 16k active duty military/civilian/retirees and trainees.
- Prepared in payments and collected in payments from military members with 100% accountability.
- Received 42 positive customer critiques while working the front counter.
- Advanced 168 payments to deployed military members reducing stress upon deployed members.
0-5 years of experience
Generate customer data reports for overdrawn accounts 45 to 180 days delinquent.
- Consult with supervisors to resolve any discrepancy that arises between customers and branch personnel.
- Generate letters to customers associated with the bank for repossession of vehicles.
- File petitions to regain possession of outstanding balances on decreased accounts.
- Expertise in Microsoft Word, Word Perfect 6.0 and 7.0; ability to utilize several operating systems such as Windows 6.0, Mac OSX and Linux.
- Secretarial expertise, types 40 wpm, and the ability to systemize office records.
0-5 years of experience
Acted as team lead for service to sales team of 14 employees
- Processed online log-on, password reset, and other website functionality technical assistance for customers
- Provided customer support for all brokerage account products including mutual funds, stocks and bonds
- Monitored inbound queue levels for various service areas to ensure service levels are met for my team
- Received in-bound calls from advisors and high net worth clients providing white glove service on every call
- Provided account balance, holding and activity information to clients
- Cross trained in all departments including web bill pay, funds transfer and business banking
0-5 years of experience
Resolved customer concerns relating to payment adjustments and debit reversals in a timely manner.
- Researched customer accounts to adequately resolve customer concerns.
- Received 100+ external calls in a call center environment with a two minute turn time goal.
- Initiated requests for adjustments of misapplied funds.
0-5 years of experience
- Responsible for a heavy volume of calls from clients; acting as liaison between distributors and the public
- Delivered exceptional customer service, while being flexible and adaptable to the goals of the organization
- Quickly and accurately interpreted client questions and provided fitting resolutions based on my research
0-5 years of experience
Handles all call center responsibilities in a timely, accurate and responsive manner for the assigned business unit consisting of individual or group variable universal life and/or individual variable annuities.
- Process new business, financial and non-financial transactions for TIAA-CREF account.
- Experienced in processes and managing clients Full Surrenders, setting up Dollar Cost Averaging and Automatic Asset Re-balancing, Fund Transfers, tax-id changes, and beneficiary changes within industry protocol.
- Knowledge in working with complex systems, such as, VPAS, PSWD, Acrosoft, and working with multiple screens.
- Establishes and maintains a positive and productive rapport with assigned clients/insurance carriers, proposed policyholders and agents/brokers. Experienced in working closely with Wealth Managers and their clients in a fast paced environment.
- Participates in appropriate aspects of the development, implementation and product support processes to facilitate servicing assigned client/insurance carrier.
- Provides system and product training to new team members.
0-5 years of experience
I service approximately one million shareholders, including Disney cast members and the general public.
- Acted as a liaison between shareholders and the transfer agent.
- Responsible for shareholder inquires including registration transfer requirements, account market value, dividend history, escheatment recovery, sale and purchase of shares, direct deposit of dividends and sales proceeds, instructions on filling out shareholder forms
- Maintain secure handling of sensitive information and company data, complying with corporate guidelines, as well as Security Exchange Commission requirements with experience on account data platforms.
- Responsible for answering a high volume of calls in a fast paced call center
- Assisted with new hire training of employees
0-5 years of experience
Supervisor of customer service which included three personnel.
- Assisted customers, to include General Officers, with the reconciliation of their pay and allowances to ensure proper entitlements were being received.
- Responsible for establishing financial benefits for new military members.
- Verified and closed financial benefits for out processing military members.
- Resolved customer inquiries.
- Generated reports based on customer activity.
0-5 years of experience
Customer Service Representative for the Western Union Payment Services Division
- Assisted customers with general mortgage loan questions.
- Explained the terms and also benefits of a bi-weekly mortgage loan.
- Calculated customers’ interest savings and also the term reduction.
0-5 years of experience
- Answered and responded to customer inquiries in an accurate and timely manner within a call center environment
- Handled inbound calls from shareholders regarding their financial accounts and activity to include in-depth fund information
- Researched, responded and processed (as needed) inquiries regarding transactional activity, share prices, address changes, etc. by utilizing and navigating several computer applications on a single call
- Maintained quality and productivity standards and/or goals while speaking with shareholders while simultaneously accessing multiple screens on the computer system
- Provided excellent customers service and problem solving regarding financial accounts to include: money matter transactions, address change inquiries and transfer activity, etc.
0-5 years of experience
- Implemented financial transactions for members of the Credit Union such as: deposit, cash, credit card, loan & check transactions
- Balanced cash drawer daily
- Answered incoming telephone & in-house customer inquiries
- Provided quality and confidential customer service to customers
- Assisted with daily opening, closing and cleaning of the credit union
- Built rapport with credit union customers and internal staff
0-5 years of experience
Responsible for Opening and Securing of the Bank facility.
- Responsible for Pick-ups and Night Drops.
- Performed Surveillance Videotape (CCTV) Change outs.
- Managed the following areas: Credit Card Payments, Safe Box, Bond Redemption, and Back-up ATM Teller.
- Ensured all Cashiers Checks/Money Orders were replenished at all times.
10+ years of experience
Process credit card, check payments, debits & credits for various Microsoft programs using the SAP computer system including all transactions necessary. Processed payment method changes from check to credit card at the customer’s request.
- Process credits & debits for programs using VMT, LMT, Kana, Crystal & CRM Microsoft internet systems.
- Various correspondence with customers by phone, email, white mail & Kana.
- Use of Tix tool to communicate between departments for updating customer account status.
- Processing tax exempt certificates using DMA Taxware Tool.
- Research of incoming check payments to apply to account numbers for various programs using Excel spreadsheets & SAP transactions.
- Maintained compliance at 100%
- Using SAP computer system processed credit lines for accounts after processing customer’s financial statements using.
0-5 years of experience
- Managed phone trees and answered questions by email, fax or in person
- Analyzed patient related charges based on medical documentation, reimbursement data and contractual rate
- Managed balance transfer and refunds on multiple accounts
- Educated patients about their statements and EOB, updating and rebilling of invoices and visit, collection
- Used complex business process and system knowledge for problem solving and conflict management
0-5 years of experience
- Collected and posted payments to the customer accounts bringing resolution to unpaid accounts
- Accurately documented and updated customer records in the computer system
- Remained calm and helpful even when dealing with upset customers
- Set up payment arrangement for open accounts
0-5 years of experience
Responsible for answering phones and assisting with patient inquiries and other duties as assigned.
- Answer phones and assist facilities, payers, and patients with inquiries, and resolve account issues.
- Set up payment plans when requested by patients and contact patients regarding their payment plans when required.
- Maintain strict confidentiality regarding PHI as well as follow HIPAA regulations.
- Communicate questions and issues to the team and supervisor.
- Auditing refund requests/ payment plans.
0-5 years of experience
Provided exemplary customer service for a Fortune 500 Company
- Assisted a diverse national base regarding inquiries and complaints while offering options for financial products and services
- Processed routine transactions as well as complex problems
- Successfully managed multiple software programs
- Met constantly changing Federal Government regulation requirements to ensure quality customer service in a fast-paced environment
- Self-structured management of time and multiple tasks
0-5 years of experience
Participated in the DMS (Data Management Service) Team in the TP (Transaction Processing) Department.
- Made Outbound calls to verify Financial Advisor information.
- Updated customer account database.
- Utilized Fidelity’s proprietary transfer agency mainframe (DART) and customer relationship management system (IRIS).
0-5 years of experience
Ensured all information, documentation was accurate and complete in each customer’s file.
- Answer telephone inquiries from customers and other store locations.
- Conducted daily opening and closing procedures
- Manage center when Center Manager was absent.
- Collecting Past Due, Non-Sufficient Funds (NSF), Write Offs, and field calls.
- Accurately process deposits, withdrawals and payments.
- Balance cash drawer daily, accurately and efficiently.
10+ years of experience
- Reviewed accounts for accuracy and adjusted fees as necessary
- Created spreadsheets for financial reviews
- Received outstanding service award 2009 & 2010
6-10 years of experience
Set up payment plans for customers with delinquent accounts
- Processed payments
- Educated customers on self-serve options
- Pursued write-off activity on accounts where there was no response from the customer
- Achieved monthly KPI targets set forth by the company
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Financial Customer Service Representative
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.
