Terrance Sam
Fresno, TX 77545
832-***-**** (Mobile)
acb4f9@r.postjobfree.com
CAREER OBJECTIVE
To work with a professional group that will utilize my knowledge and skills towards the
contribution to the success of the company. To utilize my proficiency in principles of sales,
accountancy, finance, and computer applications towards effective performance of my duties.
EDUCATIONAL BACKGROUND
Lamar University, 2012
Bachelor of Business Administration: Finance
PROFESSIONAL EXPERIENCE
APAC Customer Service 10/2013-
Customer Service Representative at Home
• Resolve customer questions, concerns, and requests
• Provide pricing, delivery information, and process orders
• Record and verify customer information
• Accurately record data into computer
• Educate and/or sell the client’s product or service to the customer
• Verify customer satisfaction
• Worked overtime to support the needs of business
Capital One-Gateway Beaumont 07/2010 – 08/2012
Teller II
• Sold products and services to new and existing clients
• Achieved highest seller in district with over 62 referrals per month
• Input transaction data into accounting terminal
• Assisted with cash deposits and check disbursements
• Conducted balances, transferred funds, and tracked deposits
• Established pipeline and help built relationships for bankers
• Supported managers in the interview process
• Mentored new hire in learning the operating systems, teller policies, and procedures.
• Published Teller’s Policies and Procedures handbook for Gateway Branch of Capital One
• Processed branch Cash Flow Statement quarterly with Branch Manager
• Processed branch Income Statement quarterly with Branch Manager
Identify and managed financial risk
•
Displayed excellent customer service
•
Identified and implemented process improvement opportunities
•
PROFESSIONAL SKILLS
• Strong MS Excel (pivot tables, macros, v-look ups)
• Microsoft Office Suite
• MS Access
• SAP
• Life and Health Insurance Exam passed
Activities
• Finance Student Association