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Customer Service Rep

Location:
San Francisco, CA
Posted:
August 26, 2015

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Resume:

Over ** years of customer service and banking experience in Retail, Financial Industries and Experienced Administrative Assistant, successful in project management and systems administration. Seeking position in an environment, where my skills will be an asset to my employer.

Summary

Expertise in managing multiple projects.

Strong ability and understanding with strong analytical skills and expertise for reviewing document to ensure meeting requirement.

A highly organized and detail-oriented

Experience providing thorough and skillful administrative support and customer service

Broad range of computer expertise in a fast pace environment

Strong analytical and problem solving skills

Technical Skills

SOFTWARE: Windows, Ms Office (Word, Excel, Access, PowerPoint, Outlook, Project), SAP, IMAC, Eserve, Ivault, Host, Customer Assist, Trips, ESDS Research System.

HARDWARE: Machine operation, PC’s, operates various business machines including postage (Laminators and binders, fax and typewriters)

Work Experiences:

JP Morgan Chase Bank 9/2011 – Present

Branch Operations Support Analyst

Duties:

Provided accurate and efficient telephone support to retail branch banking employees by answering questions, interpreting and resolving problems related to policies and procedures, reviewed legal and compliance document for special accounts

Identifies and escalates issues that may have widespread complications

Continuously training on changes within the retail banking environment

Researched customer related transaction issues.

Reviewed legal documents to determine eligibility to open certain legal accounts.

Took complicated information/process and put together into a logical outcome

Communicate in both written and verbal form to various levels

Supported Bank personnel to assist ofac customers, to determine the need for and process to submit SAR and ctr report.

Educated branch and guided bankers on knowledge regarding kyc rules and regulations.

PNC Bank 12/2010 – 9/2011

Customer Service Rep.

Duties:

Answered inbound calls from customers, or prospective customers about PNC Bank products and services.

The calls are predominately routing but may require deviation from standard screens, scripts, and procedures.

Assisted with customer inquiries, resolve problems, promote and sell products and services, and/or enter or confirm sales.

Assessed needs and suggested/promote alternative products or services.

Research and resolved problems and communicated results to customers.

Maintained customer records by updating account information

Nordstrom Retail Store 4/2007 7/2009

Customer Service Rep

Responsibilities:

Helped customers merchandise selection

Responsible for completing customer’s orders via phone and shipping them out to them Compile reports on overall customer satisfaction

Handle changes in policies or renewals

Assisted customers with proper fitting of merchandise

Patriot Media & Communications 9/2003 – 12/2005

Customer Service Rep.

Duties:

Reconciled Customer billing problems and general customer complaint over the phone.

Handled incoming and outgoing telephone calls concerning installation, turn-on, discontinuance, or change in services.

Provided light office support to Customer Service Manager

Answered customer questions via live chat support.

Performed strong data entry by updating client’s information

Merrill Lynch 1/2003 – 7/2003

Tax Consultant

Duties:

Assisted Clients with Tax related issues ensuring a courteous and professional attitude.

Explained the data on 1099R and 1099G Tax forms to client via the toll free number tax line

Responsible for completing research forms regarding corrections on tax forms for submission to RP Specialists

Provided administrative support in the daily operations of the tax-reporting department

Conducting research on tax laws

Communicating with clients to explain tax issues

Strategizing with clients to minimize tax liability

Education: 09/2000 – 06/2002 Associates in Business Administration (University of Ghana, Legon)

09/2002 – 04/2003 Completion of extensive training in Microsoft Office Suite (Comet Technology Institute, Edison, NJ)



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