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Service Representative Human Resources

Waukesha, Wisconsin, United States
March 12, 2018

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**** * **** **, *********, WI 53218


Qualifications Summary

An independent and self-motivated professional with excellent research and writing skills; able to grow positive relationships with clients and colleagues at all organizational levels.

A team leader; able to bring energy, enthusiasm, and humor to motivate team members to achieve potential and meet objectives.

Energetic self-starter with strong communication skills; work well independently or on a team.

Natural ability to promote products and build rapport through listening and communication skills.

Work Experience


Retail Relationship Banker Sep 2015 - Present

Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a new need or want financially.

Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, lending needs, and credit building.

Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.

Establish and maintain relationships with other agencies and organizations in community, such as WWBIC and Boys & Girls Club of Greater Milwaukee to meet community needs.

Speak to community groups to explain and interpret financial needs and goals and how to maintain said goals and needs.

Obtain names and telephone numbers of potential customers from sources to build new client portfolio.

Senior Service Representative Mar 2011 - Sep 2015

Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.

Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.

Carry out special services for customers, such as ordering bank cards and checks.

Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.


Lakeland University, Sheboygan, WI

Business Administration, May 2010

University of Phoenix

MBA’ with concentration in Human Resources Management, November 2017

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