Customer Service Representative

** ******* ****** ********, ** *****

Phone: 347-***-****

E-Mail: ***************@*****.***

• Microsoft Word, Excel, PowerPoint,

Access, Outlook

• Lotus Notes

• NMLS Registered

• Strong Cross-Selling ability

• Sales and Service

• Active Listening & learning

• Customer and Personal Service

• Critical Thinking

• Administration and Management

• Judgment and Decision Making

• Reading Comprehension

• Negotiation

• Time Management

• Writing

• Mathematics

• Education and Training

• Economics and Accounting

• Clerical

• Learning Strategies

• Troubleshooting

SKILLS

• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

• Examine, evaluate, or process loan applications.

• Network within communities to find and attract new business.

• Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.

• Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

• Oversee the flow of cash or financial instruments.

• Review collection reports to determine the status of collections and the amounts of outstanding balances.

• Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.

• Recruit staff members and oversee training programs HEAD TELLER

TD BANK- NEW YORK, NY JUNE 2006 - NOVEMBER 2014

• Answer customers’ questions, and explain available services such as deposit accounts, bonds, and securities.

• Compile information about new accounts, enter account information into computers, and file related forms or other documents.

• Refer customers to appropriate bank personnel to meet their financial needs.

• Process loan applications.

• Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

• Collect and record customer deposits and fees, and issue receipts using computers.

• Investigate and correct errors upon customers’ request, according to customer and bank records.

• Execute wire transfers of funds.

• Obtain credit records from reporting agencies.

• Operate computers programmed with accounting software to record, store, and analyze information.

• Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

• Reviewing bank deposits by compiling data from customers, verifying and balancing receipts, and verifying cash, checks, or other forms of payments.

• Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

• Comply with federal, state, and company policies, procedures, and regulations.

• Code documents according to company procedures.

• Reconcile or note and report discrepancies found in records.

• Access computerized financial information to answer general questions as well as those related to specific accounts.

• Reconcile records of bank transactions.

• Monitor status of loans and accounts to ensure that payments are up to date.

• Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.

• Perform general office duties such as filing, answering telephones, and handling routine correspondence.

• Maintain inventory records.

CUSTOMER SERVICE REPRESENTATIVE

TD BANK-NEW YORK, NY NOVEMBER 2014 - PRESENT

EXPERIENCE

BARUCH COLLEGE, CITY UNIVERSITY OF NEW YORK, NEW YORK, NY BACHELOR DEGREE 2014 - PRESENT

BACHELOR OF ARTS - ACCOUNTANCY

EDUCATION

A hard working and detail-oriented accounts payable specialist with a 10-year background in the fast paced banking industry. Comfortable in interacting with all levels of the organization and public with extensive and diverse accounting experience in treasury management, credit, collections, cash application, billing, month-end accounting close, general ledger analysis and month-end financial procedures and reporting.

PERSONAL INFO

JASON JIGGETTS

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