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Customer Service Sales

Location:
Laguna Hills, CA
Salary:
40000.00
Posted:
December 09, 2017

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Resume:

ANDREW LARA

********@*****.***

949-***-****

https://www.linkedin.com/in/andrew-lara-29067472?trk=nav_responsive_tab_profile

OBJECTIVES

Enhance my knowledge of HR principles and to further my own career while helping a business succeed.

EDUCATION

California State University, Dominguez Hills

Summer 2016. Bachelor of Business Administration (BBA), Human Resource Management and services

Saddleback College

Spring 2014. Associate of Science (AS), Business Administration and Management, General.

EXPERIENCE

Chase

Lead Teller Operation Specialist November 15th 2016-Current

Supports the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standard. Process and assist customers with transactions. Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. Introduces customers to your branch team who focus on building relationships and assisting with specialized financial needs. Assists with scheduling, as necessary. In the absence of the Branch Manager or designated banker, received responsibility to communicate branch priorities throughout the day. Demonstrate proficiency in operations, transaction accuracy, and teller referrals. Demonstrated leadership abilities and works well in a team environment. Knowledge and interest in connecting customers to available technology. Demonstrates ability to make connections, engage and educate customers. Detail-oriented, organized and ability to multi-task with an ability to follow policies, procedures, and regulatory banking requirements

California Bank and Trust

Customer Service Representative II May 15th 2015 – September 6th, 2016

Performs full service banking transactions in compliance with legal requirements and bank policies and procedures.

Provides accurate, friendly customer service in a timely fashion.

Performs teller functions including balancing cash and other daily transactions.

Achieves sales and referral goals by actively cross-selling and referring customers to proper bank. staff for additional bank products, services and sales campaigns.

Maintains currency and coin under prescribed limits.

Adheres to bank security policies and maintains confidentiality of bank records and client information.

State Farm

Account Representative July 2014 – February 2015

Answer phone calls all day to either provide clients with customer service or to provide clients with new products. Licensed to sell casualty and property insurance, which included; auto, home, and commercial insurance.

Chase

Senior Teller August 2009 – July 2014

Performs full service banking transactions in compliance with legal requirements and bank policies/procedures. Provides accurate, friendly customer service in a timely fashion. Performs teller functions including balancing cash and other daily transactions. Achieves sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns. Maintains currency and coin under prescribed limits.

Adheres to bank security policies and maintains confidentiality of bank records and client information.

SKILLS

Microsoft Outlook, Excel, Word knowledge.

Interpersonal skills

Bilingual in Spanish

Great communication skills in reading, writing, and oral.

Quick learner

Good team player

Customer Service skills

Knowledge of human resources and employment law

References provided upon request



Contact this candidate