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Customer Service Sales

Maspeth, NY
January 31, 2014

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RANDY BATES **-** **th Street Woodside, NY *****.*47-257-


. NYS Life & Health Insurance License

. Notary Public

. Supervisory Experience Managed Group of 10, Key Holder to Bank Branch

. Computer Proficient in Microsoft Word, Excel, Lotus Notes, and

Internet Savvy; 50 WPM

Work Experience:

TD Bank 2009-2013

Financial Service Representative (FSR)

Responsible for providing solutions to meet diverse financial needs of

established and new customers by offering Insurance, investment, and

retirement counseling and promoting appropriate products and services.

. Recognized for high quality of work and ability to interact positively

with customers when selected to move directly from CSR to FSR

position; skipping job level in between

. Increased profits with ability to turn negative customer interaction,

into selling opportunities; offering appropriate product to solve

customer issue and retain/grow their business.

. Ensured overall high quality of service in branch and bank by

providing training for employees new to FSR position as well as

offering on-going coaching to those less experienced.

. Key contributor to awards earned by branch through achieving high

scores ("Extremely

Likely" to Recommend") on independently administered customer

experience survey.

Customer Service Representative (CSR) 2007-


Responsible for providing customer advice on day-to-day banking needs;

Processing transactions efficiently and accurately, Investigating problems

and errors and resolving customer issues.

. Increased branch revenues by capitalizing on opportunities for sales

and referrals and providing excellent service to secure repeat

business and word-of-mouth recommendations.

. Safeguarded bank's interests by understanding customer issues and

seeking creative solutions to satisfy customers and secure and grow

business while avoiding undue concessions by bank.

Astoria Federal Savings Bank 2006-


Licensed Personal Banker

Responsible for the sale of all banking products including: Checking,

Savings, Money Market, and CD accounts; as well as Investment and

Insurance products.

. Cross-sold additional banking products to existing customers through

daily telemarketing calls.

. Identified sales opportunities through probing and creating financial

profiles for customers.

. Referred investment products to customers such as: Mutual Funds,

Stocks, College Savings Plans, and Variable Annuities.

. Retained customer relationships through impeccable service,

maintenance, and follow up activities.

. Responsible for fulfilling weekly, monthly, and quarterly sales goals.

Bank of America 2004-2006


Processed transactions accurately and efficiently, including cash,

traveler's checks, affiliate bank checks, deposits/withdrawals, credit

advances, installment loans, mortgage, and equity payments.

. Performed automatic teller machine reconciliation, processed night

deposits, and provided information for operational audits.

. Identified and pursued sales referral opportunities.


Long Island University, Brooklyn, NY -Earned Credits acquired towards

a Bachelor's Degree

St. John's Preparatory School, Astoria, NY-

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