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Customer Service Representative

Location:
West Covina, CA
Salary:
negotiable
Posted:
February 05, 2019

Contact this candidate

Resume:

Antonia Pyle

**** ***** ******* ****** ******, CA Cell 626-***-**** email: ac8eig@r.postjobfree.com

Summary of Qualifications

Highly organized and has strong background with opening new accounts.

Skilled in all aspects of opening new accounts.

Proven ability to help train new employees such as assistant managers and new accounts personnel.

Expertise in establishing an excellent relationship with existing clients.

25 years of experience in managing consumer loans, new accounts, and investments.

Proficient computer skills with Microsoft Word, Microsoft Excel, and QuickBooks and able to learn proprietary systems/applications quickly and easily.

Skill Proficiencies

Annuity License

Opening new accounts

Discussing investments with new customers.

Equity line of credit

Equity loans

Education

Completed course in consumer and business lending

-Opened 10-15 business accounts in 1 month.

Centerless Supplies Inc./ Machine Shop

Bookkeeper 02/01/2010 / 03/27/2017

I did the bookkeeping daily at time I would deliver when the men couldn’t leave because they were too busy. I also answer phones, did the bookkeeping daily, make bank deposit, did the quarterly tax papered for the end of the fiscal year. I also did invoice and order supplies

professional Experience

Washington Mutual – Covina, CA 6/1997- Present

Savings Representative/Investment Counselor/Loan Specialist

Worked closely with customers to evaluate their needs and required equity. Explained features of each type of account and help the customers select which was best suited for them. Prepared their paperwork and convinced many to select accounts with deposit periods longer than originally planned.

Key Contributions:

Opened $1 million in consumer loans within a 1 month period.

Opened $1 million in 12-month accounts and numerous $100,000+ CDs.

Worked diligently under high-stress and constantly busy atmosphere.

Helped train new employees and aided tellers during high influx of customers.

Antonia Pyle

Page 2

Home Savings of America 3/1996 - 6/1997

New Accounts Representative

For 6-9 months, I was the only new accounts representative. Opened business accounts and completed business and home loans.

Key Contributions:

Excelled within a fast-paced environment, continually taking on increased levels of responsibility.

Transferred from Coast Federal Bank and completed training within 3 days.

Coast Federal Bank 3/1985- 3/1996

New Accounts Representative

Opened new accounts for customers as well as assisted the bank tellers.

Key Contributions:

Demonstrated talent for quickly learning new tasks and while maintaining a high degree of accuracy.

The top representative to have the most referrals.

Some of my daily responsibilities were.

Besides New Accounts, AND Business Accounts, and Consumer Loan. Eerily in the morning assist the teller I would pull from the teller line, answered phone, file, order supplies, auditing teller work to fine shortage. Help client answered there question and concerns... Called back office if needed to assist client. Assist management when overwhelm with too much work. Did a lot of reach such

Call client on daily basic just to remind them that there certificate of deposit was maturing,

Call client if there checking account was over drawn (I didn’t have to but since I knew a great deal of them I did it as a courtesy and good customer service).

I showed high school kids how to uses a check book so not to be over drawn and stay in balance I did basically it was like a class one to one when they open a new account . I went beyond what I was so post to inform them. I could say I never had one of my students leave my desk with knowing every think they need to know and I gave them my card so if they had any problem they knew they could come to me ( they said I was cool ) that was cute.

References

Name: Antonia Pyle

1. Name: Yolie Balderas

Company:

Title:

Relationship to reference: Friend

Cell Phone: 626-***-****

2. Name: Raafat Iskander

Company:

Title:

Relationship to reference: Co-worker

Phone: 909-***-****

3. Name: Lori Reeb

Company:

Title:

Relationship to reference: Previous co-worker/friend

Phone: 909-***-****

4. Name: Theo Tobin

Company:

Title:

Relationship to reference: Friend

Phone: 909-***-****



Contact this candidate