Banking Customer Service Representative Resume Samples

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Banking Customer Service Representatives provide assistance to bank clients and complete a wide range of transactions every day. Resume samples typically describe responsibilities such as answering customer queries, promoting banking products, and referring customers to experts specialized in their query. Employers require Banking Customer Service Representatives to be good listeners, have excellent communication skills, pay attention to details, have good computer skills and display problem-solving abilities. A high school diploma represents the minimum educational requirement, but many employees prefer candidates mentioning a Bachelor's Degree in their resume.

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1

Banking Customer Service Representative

Handled incoming credit card cardholders call for various banking products

  • Aided cardholders with account questions, billing transactions, financial plans and promotions
  • Assisted customers with credit line increases/decrease inquiries, disputes and account education
  • Effectively collaborated with clientele in resolving credit card disputes, written or verbal
  • Keyed payments directly into customers accounts, adhering to customer and company specifications
  • Maintained and exceeded company's established quality, compliance, and customer service standards
  • Documented each customer's account accessed with information provided including results of the call
Candidate Info
12
years in
workforce
12
years
at this job
C
Certificate
2

Private Banking Customer Service Representative

Collaborated with Relationship Managers to develop and manage client relationships with a net worth of $1 million or more.

  • Built and managed solid client relationships, acted as a liaison with bank personnel to effectively resolve any client issues.
  • Prepared sales and loan packages for Relationship Bankers.
  • Generated and underwrote lines of credit.
Candidate Info
9
years in
workforce
1
year
at this job
3

Banking Customer Service Representative

Part of a team to create a new banking sector for the company

  • Provided knowledge and expertise in banking to create new solutions, policies, and improvements in the companies client use software
  • Checked for quality and assurance of client software upon release and presents fixes for problems that are detected
  • Performed research and development on internal software that provides beneficial information to inform the clients.
  • Formulated ideas to create new and updated reports that will help find errors before they become problems
  • Assisted fellow team members in training of both client and internal software
  • Helped clients to solve issues in an effective and friendly manner
  • Answered all incoming calls and requests to the banking center
Candidate Info
9
years in
workforce
1
year
at this job
BA
Business Management
4

Online Banking Customer Service Representative

Occasionally acted in supervisory capacity during department head absences

  • Delegated daily work flow
  • Completed productivity reports
  • Resolved customer complaints
  • Reviewed and approved account enrollment applications
  • Determined business customer account suitability and eligibility
  • Provided both substantive and technical assistance
Candidate Info
11
years in
workforce
8
years
at this job
HS
High School Diploma
C
English Literature
5

Online Banking Customer Service Representative

Provided professional customer service for associates and internal partners

  • Answered escalated customer calls
  • Researched payment inquiries, overdue "payee request" linking, technical problems, and the implementation of policies and procedures
  • Served as contact/liaison for IBO and Bankcard Customer Service departments
  • Opened technical trouble/tracking tickets
  • Worked with the technical group to research and resolve technical problems
  • Provided informal coaching for associates when needed
Candidate Info
11
years in
workforce
2
years
at this job
Business Management
6

Online Banking Customer Service Representative

Attended to customer concerns and requests efficiently and courteously via inbound calls and online messaging.

  • Assisted customers with difficulties gaining access to account information online.
  • Handled high call volume while delivering a high service quality
  • Answered general questions regarding navigation of the website as well as account information.
  • Assisted with maintenance on customer accounts.
Candidate Info
6
years in
workforce
2
years
at this job
HS
Art
Graphic Design
7

Telephone Banking Customer Service Representative/clerical Specialist

Entered stop payments, closed ATM cards and entered customer telephone transfers on to the on-line computer system.

  • Trained new Telephone Banking Customer Service Representatives
  • Responsible for ordering and purchasing department supplies.
  • Answered customer inquiries regarding their account transactions.
Candidate Info
17
years in
workforce
4
years
at this job
8

Banking Customer Service Representative

Maintained confidentiality regarding all customer information

  • Handled transactions via computer for customer accounts
  • Provided assistance and support for customers, both face-to-face and vie telephone
  • Regulated various audit and compliance activities
  • Reviewed changes in federal banking and company regulations on a regular basis
Candidate Info
2
years in
workforce
2
years
at this job
HS
High School Diploma
Business Management / Human Resource Management
9

Premier Banking Customer Service Representative

  • Extended quality customer service and provided complete and accurate responses.
  • Assisted with closing customer accounts/transferring new accounts.
  • Responded to basic inquiries regarding procedures, policies and bank programs, balance, check verification, deposits, stop payments and lost and stolen services.
  • Promoted sales of new customer's accounts.
  • Resolved customer service issues and complaints via telephone and/or through hearing impaired device.
Candidate Info
5
years in
workforce
5
years
at this job
AA
Business Administration
10

Online Banking Customer Service Representative

Provided software navigational assistance and support to customers.

  • Respond to inquiries via phone post sales transactions.
  • Took incoming calls in a high volume environment, some troubleshooting.
  • Guided customers through the internet and applications.
  • Researched and assisted customers in the balancing of their accounts.
  • Activities Coordinator for Associated Customer Experience Team
  • Member of San Francisco Lead for Women Group
  • [company name] Deposit & Payment Claims Book Club Member
Candidate Info
28
years in
workforce
1
year
at this job

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