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Customer Service Representative

Location:
United States
Posted:
July 08, 2014

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Resume:

laura Miller

Skills

Exceptional interpersonal, organizational and

communication skills. (written and verbal)

Team player with strong analytical skills and

attention to details along with the ability to work

independently.

Fast and continuous learner.

Ensure that work is completed in a timely,

efficient manner meeting established deadlines.

Advanced computer skills, including Microsoft Word,

Excel, Outlook and Powerpoint, with the ability to

learn and adapt to other software systems.

Supervisor experience along with many years of

customer service experience.

Solid typing and 10-key.

Experience

September 2013-Present First National

Community Bank

New Richmond, WI

Teller

Greet customers as they enter the bank or pull into

the drive-thru.

Answer phones and transfer to proper person that

can assist customer best.

Promptly process consumer and business transactions

in an accurate and efficient manner. Process

cashiers checks, savings bonds, regular deposits

and check cashing.

Maintain and balance cash drawer, bank vault and

coin machine daily having minimal to no deviations.

Follow all policies and procedures for security.

February 2013-July 2013 Waterstone Mortgage

Woodbury, MN

Loan Partner

Screen calls and book appointments for Loan

Originator.

Conducts weekly pipeline meetings with Loan

Originators and addresses, and coordinates any

additional follow-up items.

Answers questions regarding closing requirements

from, but not limited to other staff members,

branches vendors and investors.

Track all requested documents in Encompass.

Respond to customer inquiries and other related

parties on transactions as needed.

Responsible for tracking all leads until an

appointment is scheduled on the calendar.

Maintain Loan Originator calendar. Including

scheduling, updating and confirming appointments.

Complete regulatory and compliance training as

required.

Pull credit and other documents as they pertain to

lead generation.

Conduct annual mortgage update calls and schedule

reviews, run "Closed Loan Report" and review

details of "closed" loans.

May 2011-February 2013 First American

Bank Hudson, WI

Teller (May 2011-June 2012) Teller Supervisor (June

2012-February 2013)

Greet customers as they enter the bank or pull into

the drive-thru.

Answer phones and transfer to proper person that

can assist customer best.

Promptly process consumer and business transactions

in an accurate and efficient manner. Process

cashiers checks, savings bonds, regular deposits

and check cashing.

Maintain and balance cash drawer, bank vault and

coin machine daily having minimal to no deviations.

Process check and deposit slip order for consumer

and business accounts. Assemble, label and charge

customers for checks.

Assist customers with all aspects of the bank suck

as; safety deposit boxes, instant cash cards,

internet banking and other banking questions.

Run proof daily batches and coordinate with

Operations department when complete. Generate

corresponding reports and send complete files at

end of day.

Follow all policies and procedures for security.

Various office duties such as filing, making copies

and scanning.

Maintain and review all Red Flag logs on new

customers.

Review all account changes, new account paperwork

and file maintenances made by personal bankers.

Help team grow customer relationships by making

sales referrals when appropriate.

Convey professional image and always demonstrate

exceptional customer service behaviors.

Supervise tellers and teller area. Maintain area

schedule to ensure coverage during all bank hours.

Coach, train and assist with hiring for tellers.

November 2010- April 2011 Sam's Club

Woodbury, MN

Benefit Coordinator

Build new business and memberships for Sam's Club

by scheduling appointments and attending meetings

with business prospects and members, obtaining

credit sign-ups, upgrading memberships, generating

new leads and following up on member/prospect

concerns, issues and questions.

Having full knowledge of Sam's Club memberships to

provide correct information when promoting the

memberships to potential members.

Provide member service by acknowledging members in

store and assisting them with their needs.

Create new ways to build business and increase

memberships for the company.

Give tours, host open houses and set up booths at

local events.

March 2009-July 2010 Cottonwood Financial

Hudson, WI

Assistant Store Manager

Process cash advances, installment loans and title

loans for new and current customers.

Update customer information in computer system and

in customer file as they return for payments and

new advances.

Promote and cross-sell products of The Cash Store

to customers.

Develop strong customer relationships and learn to

recognize their needs.

Assist customers over the phone and in person with

questions they have about The Cash Store services.

Maintain and balance cash drawer having minimal to

no deviations.

February 2007-April 2009 Phoenix Fixtures

Hudson, WI

Customer Service Representative

Effectively communicated with customers via phone

and email.

Worked with our shop/warehouse employees to solve

issues and answer questions for customers.

Download purchase orders from Best Buy into company

database.

Maintained spreadsheets for store remodeling

projects.

Coordinated with other departments to organize

production and shipping for projects.

Performed carious clerical duties.

Education

June 1, 2002 Hudson High School Hudson, WI

Completed high school educations.

Obtained HS Diploma.

Sept. 9, 2012-Jan. 5, 2013 American Bankers

Association Online

Completed Principles of Banking which touches on

nearly every aspect of banking, from the

fundamentals of negotiable instruments to

contemporary issues and developments within the

industry.

October 9-11, 2013 Wisconsin Bankers

Association Wisconsin Dells

Completed WBA Retail Banking School which was an

intensive, three-day program developed for bankers

who have a basic understanding of matching bank

services to customer's needs. The curriculum was

developed to place emphasis on retaining core

deposits while at the same time exposing students

to alternative products and financial services of

the future.

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

603 Sycamore drive. NEW RICHMOND, WI 54017. Phone 651-***-****



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