Customer Service Representative

PETER FRANCIS

905-***-**** Brampton, Ontario acy8ao@r.postjobfree.com

PROFILE

A Consumer Finance Professional with over 20 years of experience in Customer Service, Banking and Security Financial Industries, seeking a position as Customer Service representative. Areas of Expertise:

Great patience for serving clients

Excellent communications skills oral and written

Team Player, Adaptable

CAREER EXPERIENCE

THE ROYAL BANK OF CANADA 2014 – 2015

Client Service Representative

Acted as initial point of contact with clients, assessed their needs and determined appropriate actions to ensure a positive client experience.

Provided exceptional and reliable advice and support to clients with a variety of financial transactions

Proactively identified opportunities to promote RBC’s products and services

Took personal accountability for acquiring new product and procedure knowledge to ensure clients were provided with accurate information and the best client experience

Ensured personal compliance with RBC’s security process and risk management policies and procedures

VARIOUS CASUAL OPPORTUNITIES 2013 – 2014

INVENTORY CLERK, ELECTRICAL ASSISTANT, GENERAL LABOR

WELLS FARGO FINANCIAL 1993 – 2012

Operations Clerk

Calculated mortgage payout balances and penalty for Wells Fargo branches and clients as requested

Updated and initiated repairs to clients’ Credit reports as per company guidelines

Responded to email and voicemail inquiries from clients in a timely manner

Provided Support to other team members as required

Senior Lending Specialist

Adjudicated and processed all revolving sales credit applications within Wells Fargo Financial’s established standards

Reviewed and provided limit increases as per dealer, client, or branch requests

Made “cold calls” to prospective clients and initiated and responded to calls from existing clients

Provided coaching and support to junior staff

Served as liaison between the organization and its existing clients

Investigated customer or local branch complaints or inquiries and offered effective solutions

EDUCATION & PROFESSIONAL DEVELOPMENT

PC Skills in a Windows environment – Microsoft Excel, Word, Outlook, Office, LLQP

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