Bank Customer Service Representative Resume Samples - Page 2

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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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11

Bank Customer Service Representative (bill Payment Specialist)

Research discrepancies for payment processing errors.

  • Performing activities related to the accurate processing of authorized invoices; recording, updating, and reconciling related financial information; and providing instructions and/or accounting support to other personnel in accordance.
  • Assist customers with routine account-related requests such as: stop payments, research hand resolve customer problems, acting as a liaison between other bank departments when necessary.
  • Perform customer requested research, including printing check copies.
  • Notify the research and adjustments coordinator of required adjustments as reported by the customer.
  • Conduct check and electronic funds transfer verifications requested by third parties.
  • Assist with resetting passwords for online banking.
Candidate Info
3
years in
workforce
3
years
at this job
12

Bank Customer Service Representative

Enforcing policies and follow procedures while performing account maintenance

  • Attending to detail on accounts to prevent errors while reviewing reports
  • Developing rapport with all customers, agents, and company employees
  • Solving problems presented by customers and agents
  • Reporting information and concerns from customers and agents to management
  • Answering telephone and/or e-mail inquiries from customers and agents.
  • Accurately making transfers of money and accepting payments for loans
  • Open all types of bank product accounts and assist agents with bank applications.
Candidate Info
4
years in
workforce
4
years
at this job
BS
Bachelor of Science
MA
Master of Arts
13

Bank Customer Service Representative

Assist customers with routine account related requests such as: fund transfers, stop payments, and debit card maintenance.

  • Cross sell bank products and services based on customer need.
  • Research customer transaction inquiries; including completion of all necessary documents and affidavits.
  • Decipher customer needs and offer best product solution
Candidate Info
5
years in
workforce
2
years
at this job
BS
Psychology
14

Bank Customer Service Representative

Call Center environment, average of 100- 125 calls daily.

  • Make transfers, provide new account information and sell bank products.
  • Answer calls in Bankcard queue.
  • Resolve customer inquiries and monitor issues that require follow-up and research.
Candidate Info
6
years in
workforce
1
year
at this job
HS
High School Diploma
15

Bank Customer Service Representative

Responsible for processing various financial transactions for bank customers.

  • Develop new business for financial partners through customer contacts and relationship building.
  • Assist in ensuring compliance and operational risks adhere to company policy.
  • Promoted to vault teller, where I was responsible for handling daily large deposit transactions as well distributing currency to co-workers.
Candidate Info
10
years in
workforce
3
years
at this job
AS
Human Services
AAS
Paralegal Studies
16

Bank Customer Service Representative

  • Receive inbound calls on customer
  • Maintain customer accounts and enter disputes
  • Work independently to solve customer issues
  • Calm angry callers, repair trust, locate resources for problem resolution and design best-option solutions
Candidate Info
11
years in
workforce
2
years
at this job
BS
Business Management
17

Bank Customer Service Representative

Manage client deposits/withdrawals

  • Offer new money management products
  • Required to handle large transactions
  • Maintained excellent customer relations
Candidate Info
9
years in
workforce
7
months
at this job
General, Sociology
18

Bank to Bank Customer Service Representative

  • Managed international transactions and Money transfers world wide.
  • Handle client problems, answer general inquiries and complaints.
  • Carefully handled bank accounts to avoid any loss to the company.
  • Perform various customer service activities, including selling and opening new checking and savings accounts.
Candidate Info
11
months in
workforce
11
months
at this job
BA
Applied Behavioral Science
19

Online Bank Customer Service Representative

  • Customer Service representative
  • Helped with technical issues with logging into accounts online
  • Made fund transfers between bank accounts
Candidate Info
3
years in
workforce
8
months
at this job
HS
High School Diploma
AS
Surgical Technologist

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