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Banking Services Representative Resume

5.00/5 (Submit Your Rating)

Charlotte, NC

SUMMARY:

  • 17 years of experiences in providing excellent customer service, Accounts Payable, Accounts Receivable, and Cash Office Management.
  • I have lead several process changes, problem solving solutions, and I’m a creative thinker.
  • Gained formal training of short screen, terminal digit, and 45WPM while illustrating great communication skills, excellent time management, strong organizational skills and excellent prioritizing techniques. I am easily adaptive to change, a fast learner, team player, and reliable.
  • I am an open - minded innovative person ready to utilize my skills and gain more.

PROFESSIONAL EXPERIENCE:

Banking Services Representative

Confidential, CHARLOTTE, NC

Responsibilities:

  • Responsible for chargeback disputing, tracking dispute results, QC for issuetrak tickets, completing issuetrak tickets, and tracking completed recurring pending payment disco reports.
  • I assist with running a macro ranging from 50-500 accounts for different method of payment nonpay returns, multiple daily report completion, and assisting with calls received for banking services department.
  • I conduct research and process customer’s billing and payment concerns upon restricted method of payments, returned payments, lost payments, and disputed payments.
  • I work with excel, payment processing/returns, Confidential billing system, Wells Fargo banking system, and Microsoft office.
  • Provided accurate and appropriate information in response to customer inquiries. Run reports and supplied data to fulfill customer report requirements.
  • Provided cross training to several staff members.

Customer Service Representative

Confidential, CHARLOTTE, NC

Responsibilities:

  • I was taking an average of 100 inbound calls daily from Time Warner subscribers concerning existing services, upselling premium services and packages to our subscribers.
  • Worked on entering and scheduling orders for new service, upgrading existing service, and orders for technician’s to come to fix the subscribers services.
  • Inbound calls range in time from 60secs to 6mins, with a strong attention to average handle time, customer attrition, and developing solutions for and issues the consumers had.
  • I assist customers with their billing concerns such as processing payments, explaining bills, and doing adjustments.
  • I was also responsible for service trouble-shooting, walking customers through step by step solutions, and getting them resolved in a timely satisfactory manner.
  • Within this position I have achieved numerous accolades and awards from higher level management, as well as countless customer satisfaction reviews.

Direct Sales Professional

Confidential, CHARLOTTE, NC

Responsibilities:

  • Responsible for inbound sales calls from potential customers for Confidential .
  • I was able to offer insurance services with the company, as well as sale add-on services for existing policies.
  • Averaged sales of 2 policies a day..
  • I also obtained licensing for property and casualty insurance.

CASH OFFICE REPRESENTATIVE

Confidential, CHARLOTTE, NC

Responsibilities:

  • Responsible for counting and batching daily count of the previous day’s cash from the registers.
  • I calculated and batched the previous days total for checks received.
  • I entered and balanced spreadsheets to reflect the balance gained from the previous day and what was being sent to the bank.
  • I put set amount of cash in each register ever morning for the current day.

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