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Banking Customer Service Representative Resume Samples
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10+ years of experience
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
0-5 years of experience
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.
0-5 years of experience
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
6-10 years of experience
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
0-5 years of experience
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
0-5 years of experience
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.
0-5 years of experience
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.
0-5 years of experience
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
0-5 years of experience
- 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.
0-5 years of experience
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
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