Bank Customer Service Representative Resume Samples

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Bank Customer Service Representatives, or Financial Service Representatives, consult with clients about banking, securities, insurance, and other related services. Tasks listed on sample resumes of Bank Customer Service Representatives include determining customers' needs and providing solutions with regards to their banking requirements, and educating customers on the bank's product options and technology issues. Bank Customer Service Representatives may be interested in obtaining certifications, though their presence is not necessary on resumes in order to be considered for the position.

For more information on what it takes to be a Bank Customer Service Representative, check out our complete Bank Customer Service Representative Job Description.

Looking for cover letter ideas? See our sample Bank Customer Service Representative Cover Letter.

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1

Bank Customer Service Representative

Answered inbound phone calls in a fast-paced work environment, providing timely and excellent customer service

  • Executed financial transactions according to bank policies and procedures
  • Responded to customer inquiries, providing information on bank accounts, policies, products, and services
  • Assessed needs of customers, suggesting products and services accordingly
  • Researched and resolved service-related problems
Candidate Info
5
years in
workforce
1
year
at this job
BA
Psychology
MA
Counseling And Guidance
2

Bank Customer Service Representative

Provided customer support for high-volume Bank department in (English/Spanish)

  • Responded to customer inquiries, complaints and comments on a daily basis, and determined corrective action for high-call volume department.
  • Reviewed and verified transactions to ensure proper processing according to established quality standards.
  • Processed transactions, including money transfer, deposits and withdrawals and, data entry to update client files.
  • Ensured departmental compliance with company and regulatory agency records management and retention policies and procedures, achieving 100% compliance on 3 annual audits.
  • Ordered supplies and materials, ensuring sufficient on-hand inventory and securing sensitive and propriety items.
Candidate Info
15
years in
workforce
3
years
at this job
HS
Computer Information Systems
Cis
3

Bank Customer Service Representative

Furnished prompt, courteous, professional customer service in call center environment while assisting customers with account information and responding to inquiries and complaints.

  • Opened/closed accounts including Checking, Savings, Money Market, Certificates of Deposit; ordered bank supplies, ATM/debit cards; processed wire transfers, ACHs, Cashier's Checks, stop payments, loan payments and loan applications. Provided navigational assistance with online and mobile banking.
  • As Subject Matter Expert (SME), assisted over 200+ new hires transition into their new role with the bank and helped them meet and/or exceed performance goals.
  • Led bank's Customer Service Recognition Committee to ensure that representatives were appropriately acknowledged for providing superb customer service.
Candidate Info
27
years in
workforce
8
years
at this job
4

Bank Customer Service Representative

Provided the full range of customer service, account management, and financial services support for an FDIC secured financial institution. Assisted State Farm agents and staff with loan and deposit applications, and answered general questions about all services and banking products.

  • Served as first point of contact and technical resource for all customer inquiries and issues. Managed customer profiles, opened new bank deposit accounts, and processed deposits and loan products submitted via telephone, mail, and internet.
  • Described promotional offers and used persuasive sales techniques to upsell services and/or convince clients to apply for additional banking services.
  • Participated in the program "State Farm Un Buen Vecino" to inform the Spanish speaking community about scholarships and citizenship programs. Processed requests for information and forwarded prospective clients to agents.
  • Ensured adequacy and adequacy of all reports that were subject to local, state, and federal agency review. Maintained privacy and confidentiality of all sensitive and personally identifying information, as governed by Privacy Act and Freedom of Information Act.
Candidate Info
5
years in
workforce
1
year
at this job
BBA
Marketing
5

Bank Customer Service Representative

Handle customer accounts and resolve complaints; evaluate customer needs and recommend the most appropriate products and services over the phone

  • Extensive organization to facilitate many job duties with tight deadlines
  • Maintain high volume of quality work, while insuring highest confidentiality
  • Exercise judgment when dispensing information to maintain confidentiality of sensitive information
  • Communicate effectively with customers, managers, and co-workers through a variety of channels including email, phone, traditional mail, and through the use of various office machines
  • Daily use of Microsoft Office: Word, Excel, PowerPoint, and Outlook
Candidate Info
7
years in
workforce
8
months
at this job
HS
High School Diploma
6

Bank Customer Service Representative

Process all banking related transactions in an efficient, timely and accurate manner.

  • Proficiently answer customer inquiries regarding their accounts.
  • Perform cash and check balancing by ensuring all the daily and monthly cash counts are accurate.
  • Review all the ATM balances
  • Ensure that all customer needs are met and handle appropriately during their initial contact.
  • Maintain customers' accounts (including lost/stolen checks, check cards, stop payment etc.)
  • Review customers' accounts for transactions accuracy.
  • Provide outstanding assistance to customers with all their banking transactions and services.
Candidate Info
2
years in
workforce
2
years
at this job
BA
Business Administration
7

Bank Customer Service Representative

  • Duties included basic teller transactions and cash handling for individual and business accounts.
  • Maintained customer confidentiality, privacy and security
  • Quickly and effectively solved customer challenges
  • Customer service/ relations regarding customer accounts and daily needs
Candidate Info
2
years in
workforce
2
years
at this job
8

Bank Customer Service Representative

Assist customer with routine account-related request

  • Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards
  • Process necessary paperwork to rebate customer service charges
  • Balance customer checkbooks
  • Maintained office organized and sanitized
  • Distributed incoming mail and processed outgoing mail
Candidate Info
10
months in
workforce
10
months
at this job
HS
High School Diploma
9

Bank Customer Service Representative

Service customer enquiries, determine customer needs and provide solutions with regards to their banking requirements

  • Educate customers on product options and technology issues
  • Manage customer and bank privacy
  • Manage and pass on customer feedback
  • Effectively use a variety of computer programs to access customer details and databases, and research options
  • Cross sell bank products
  • Continual awareness of compliance requirements
Candidate Info
2
years in
workforce
8
months
at this job
10

Bank Customer Service Representative

Responsibilities include answering phones to respond to general inquires referring to customers account.

  • Processed customer requests for services, such as additional checks, change of address and reissue of statements.
  • Performed duties related to working with a bank's customers and helping customers understand their accounts.
  • Checked status of bank accounts, explain incurred fees and help customers with any issues pertaining to account.
Candidate Info
1
month in
workforce
1
month
at this job
Licensed Practical Nurse

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