Financial Customer Service Representative Resume Samples

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Financial Customer Service Representatives assist clients who have purchased financial products like bonds and stocks. Their duties include guiding customers, liaising between buyers and sellers, discussing financial objectives, assessing client needs, recommending products, and monitoring markets. Based on our selection of example resumes for Financial Customer Service Representatives, the ideal candidate should demonstrate financial products expertise, good numeracy skills, computer operation abilities, customer service orientation, communication and interpersonal skills, and confidentiality. Employers select resumes displaying a degree in economics, finance, business, or accounting.

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1

Financial Customer Service Representative

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
Candidate Info
4
years in
workforce
2
years
at this job
AA
Associate of Arts
BA
Bachelor of Arts
2

Financial Customer Service Representative

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.
Candidate Info
3
years in
workforce
2
years
at this job
3

Financial Customer Service Representative

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.
Candidate Info
8
years in
workforce
4
years
at this job
4

Financial Customer Service Representative

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
Candidate Info
6
years in
workforce
3
years
at this job
HS
High School Diploma
BS
Business Administration
5

Financial Customer Service Representative

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
Candidate Info
5
years in
workforce
8
months
at this job
HS
High School Diploma
Voc
Vocational Degree
Communications And Business
6

Financial Customer Service Representative

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.
Candidate Info
5
years in
workforce
5
years
at this job
Accounting
7

Financial Customer Service Representative

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
Candidate Info
6
years in
workforce
1
year
at this job
AS
Business Administration
English Language
8

DFS Financial Customer Service Representative/operations Order Processor

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
Candidate Info
13
years in
workforce
3
years
at this job
Graphic Design
9

Financial Customer Service Representative

  • 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.
Candidate Info
3
years in
workforce
2
years
at this job
10

Financial Customer Service Representative

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.
Candidate Info
2
years in
workforce
2
years
at this job
BA
Bachelor of Arts
MA
Public Administration

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