SUMMARY

• Highly experienced in all aspects of Customer Operations & Admin Support including support via phone, emails and chat programs
• Hands - on expertise in all aspects of office administration & customer support, banking, sales and personnel services including opening new accounts, CTRs, leading, training and motivating team members and managing general accounting, cash management and other financial and mathematical functions
• Highly motivated and goal oriented wif strong attention to detail
• Excellent noledge of all bank products and office machines, including ATM equipment as well as computer usage and mathematical calculations
• Knowledge and expertise of all standard principals and procedures of record keeping and report preparation, safe keep of all confidential records
• Expertise in using all Microsoft Office tools including excel
• Received multiple ‘Top Teller Referrer’ awards and consistently achieved and exceeded departments weekly, monthly and quarterly targets
• Able to prioritize and manage multiple tasks and duties and ability to anticipate problems and to provide creative solutions
• Collect and prioritize customer feedback to drive product roadmap
• Excellent communications and interpersonal skills wif a proven track record of dealing wif diverse range of personalities
• Proven track record in project management, budget planning and time management
• Quick learner wif teh ability to adapt to new challenges, consensus builder and a team player

AREAS OF EXPERTISE

• Customer Support
• Customer Operations
• Banking
• Microsoft Office
• Data Entry & Extract
• Word Processing
• Client Relationship
• Resolve Discrepancies

PROFESSIONAL EXPERIENCE

Customer Support Specialist

Confidential, Fremont, CA

Responsibilities:

• Customer operations support via phone, emails and chat programs
• Data entry and updating various databases
• Pulls and prints data from various programs
• Respond and/or follow up wif external requests via email and phone
• Prepare data for computer entry by compiling and sorting information and establishing entry priorities
• Word processing and/or data entry into spreadsheets as required
• Resolve discrepancies by using standard procedures or returning incomplete documents to teh project leader for resolution
• Verifies entered data by reviewing, correcting, deleting, or re-entering data
• Copying, filing, sorting and compiling various documents
• Answering telephones, front desk/admin coverage as needed
• Perform other related duties as assigned

Customer Support and Services Specialist

Confidential, Fremont, CA

Responsibilities:

• Responsible for handling complex financial transactions such as cashing checks, accepting deposits, loan payment and processing wifdrawals
• Customer support via phone, emails and chat programs
• Cross sell banks products and services including but not limited to savings bonds, cashier’s checks and traveler’s checks
• Accept payments for customer’s credit cards, line of credit and mortgages
• Process necessary paperwork for deposit and cash advances
• Ensure teh safety and security of teh customer’s and bank’s assets by complying wif established policies, procedures and regulatory requirements
• Balance daily transactions and verify cash totals
• Answer and assist customer’s over teh phone
• Involvement in quality assurance of software upgrade of banking systems
• Replenish and balance ATM cash
• Trained, coached and motivated new hires

Customer Operations Support

Confidential, Newark, CA

Responsibilities:

• Customer support via phone, emails and chat programs
• Responsible for handling complex financial transactions such as cashing checks, accepting deposits, loan payment and processing wifdrawals
• Cross sell banks products and services including but not limited to savings bonds, cashier’s checks and traveler’s checks
• Accept payments for customer’s credit cards, line of credit and mortgages
• Process necessary paperwork for deposit and cash advances
• Ensure teh safety and security of teh customer’s and bank’s assets by complying wif established policies, procedures and regulatory requirements
• Balance daily transactions and verify cash totals
• Answer and assist customer’s over teh phone
• Involvement in quality assurance of software upgrade of banking systems
• Replenish and balance ATM cash
• Trained, coached and motivated new hires

Customer Support and Services Specialist

Confidential, San Carlos, CA

Responsibilities:

• Customer support via phone, emails and chat programs
• Responsible for handling complex financial transactions such as cashing checks, accepting deposits, loan payment and processing wifdrawals
• Cross sell banks products and services including but not limited to savings bonds, cashier’s checks and traveler’s checks
• Accept payments for customer’s credit cards, line of credit and mortgages
• Process necessary paperwork for deposit and cash advances
• Ensure teh safety and security of teh customer’s and bank’s assets by complying wif established policies, procedures and regulatory requirements
• Balance daily transactions and verify cash totals
• Answer and assist customer’s over teh phone
• Involvement in quality assurance of software upgrade of banking systems
• Replenish and balance ATM cash
• Trained, coached and motivated new hires

Operations Support and Services Personnel

Confidential, Sunnyvale, CA

Responsibilities:

• To develop and proactively source and acquire new client relationship, and to maximize client sales and support opportunities
• Extensive quality assurance of software products over multiple release cycles
• Customer support via phone, emails and chat programs
• Strong focus on customer services and clientele satisfaction
• Broaden and deepen all client relationships by partnering wif other departments to ensure dat all sales and support opportunities are explored
• Work in conjunction wif customers and software design & development teams to establish quantitative objectives for critical aspects of teh software products
• To answer and assist customers over teh phone

Customer Support and Services Personnel

Confidential, Redwood City, CA 

Responsibilities:

• Customer support via phone, emails and chat programs
• Work wif customers, product managers, documentation writers and other engineers to define and create high quality release of software products
• Ensure all teh current and prospective clients has a consistent and superior customer support experience
• Get feedback from customers and work in conjunction wif product marketing team in test marketing and launching of new products
• Develop innovative processes and procedures to improve installation and release of products as per feedbacks from customers