Customer Service Advisor Resume San Antonio, Texas - Hire IT People

SUMMARY

Committed to achieve a high standard of excellence, making customers and their needs a primary focus of action, developing and sustaining productive customer relationships taking responsibility for customer satisfaction and loyalty

PROFESSIONAL EXPERIENCE

Confidential,Bank
Customer Service Advisor II 03/09-06/10
Estates Processing Agent responsible for handling the various aspects involved with processing deceased account inventory. Analyzing accounts to ensure the appropriate action is taken to code the system per written policy and procedures. Perform root cause analysis on escalated accounts to identify reporting breakages and document finding.

Confidential,
Sr. Processing Rep Ops 08/08-03/09
Perform a variety back of office support functions for consumer retail and business banking operations, including tasks related to processing, validating, transferring, data entry, communicating, preparing/completing reports, completing/submitting legal documentation, and verifying accuracy of data. Research, identify, process correct and monitor customer deposit accounts, general ledger and demand deposit settlement accounts to ensure compliance with WM procedure and legal regulations. Process of account reconciliation using Recon Plus/Frontier window based reconciliation solution.

Confidential,
Sr. Shareholder Account Representative 07/07-06/08
Provided service to shareholders and financial planners throughout the country
Assisted caller with inquiries regarding their mutual fund accounts, which includes research and problem solving
Process on-line account transactions, such as investments, redemptions, account maintenance and establishing new account, as well as contacting shareholders and broker to clarify request.

Confidential,05/95-07/07
Government Relations Analyst 04/04-05/07
Established and maintain positive and productive working relationship with local agencies
This included agency visits, calls and central point of contact, negotiations, validations, internal communications, data exchange and problem resolution. Ensured ADP was in compliance with all filing regulations. Negotiated exception to the regulation when in ADP and clients' best interest

Sr. Tax Filing Representative 10/96-04/04
Technical resource for payroll region in the area of trouble shooting Researching and issue resolution for tax products and solutions services provided options and recommend solutions to region while mitigating financial risk and exposure to ADP

Financial Communication Specialist 05/95-10/96
Responsible to timely and accurate coordination of financial transaction keyed into ADP tax center facility.

Confidential, 02/83-05/95
Bankcard Division
Diverse background in all phases of branch banking
Provided accounting operational assistance for assigned section to ensure accurate and efficient tracking, researching, and reporting operations
Provided client with information on customer rates, terms and fees on consumer deposits, loan products and services
Assisted with the training of loan officers concerning loan processing procedures
Aided in the training of new tellers

Confidential, 06/78-01/83
Cash Management and Proof Department
Extracted figures and performed calculation required for completion and analysis in accordance with audit requirements
Prepared items for reader sorter processing
Reconciled and balanced all computer entries and prepared documentation to maintain a clear audit trail of items processed.

EDUCATION
Bachelor of Science Degree: Business Administration

Associate Degree: General Studies

Certified Payroll Professional (CPP)

Software Skills
Microsoft Outlook, Word, Power Point, Excel, Access, Ten-key by touch, Lotus Notes Database, SAP, Lexis Nexis

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Customer Service Advisor Resume

San Antonio, TexaS

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