Romie Kaur

Fresno, CA *****

ad280f@r.postjobfree.com

+1-209-***-****

Work Experience

CSR - Customer Service Representative (Remote)

Farmers Insurance Group - Fresno, CA

January 2022 to January 2024

• Responded to customer inquiries and provided information on insurance policies, coverage options. Collaborated with underwriters and claims departments to expedite claim resolution and ensure customer satisfaction. Documented customer interactions, maintained accurate records, and updated client information in the CRM.

• Also, with a strong foundation in problem-solving, accurate written and verbal communication, Excel in helping and guiding individuals through complex issues. Experience includes adept conflict resolution and problem-solving, ensuring customer satisfaction. Proficient in managing inbound and outbound high- volume calls from clients, demonstrating efficiency and maintaining a positive rapport. Commitment to delivering exceptional customer service is underscored by my skills in navigating diverse challenges and providing effective solutions

Teller II

Texans Credit Union - Carrollton, TX

August 2018 to June 2019

• Provided leadership and guidance to a team of tellers, fostering a positive work environment and ensuring efficient branch operations.

• Conducted teller training, including onboarding new tellers and providing ongoing coaching to enhance their skills and knowledge.

• Oversaw cash handling and vault operations, ensuring accuracy, balancing, and adherence to bank policies and procedures.

• Managed customer inquiries and resolved complex issues, providing exceptional service and maintaining customer satisfaction.

• Processed a variety of banking transactions, including deposits, withdrawals, transfers, and check cashing, while adhering to security protocols and regulatory guidelines.

• Assisted with opening and closing procedures, ensuring security measures were followed and proper documentation was maintained.

• Collaborated with other departments, such as loan officers or branch managers, to facilitate cross- selling opportunities and promote additional banking products and services.

• Prepared reports and documentation, including daily balancing, transaction records, and operational reports.

Teller I

Wells Fargo

August 2017 to June 2018

• Conducted various cash transactions, including deposits, withdrawals, and check cashing, while ensuring accuracy and adherence to bank policies and procedures.

• Assisted customers in opening new accounts, providing information about account types and requirements.

• Balanced cash drawer at the beginning and end of each shift, reconciling transactions and maintaining accuracy.

• Responded to customer inquiries and provided information on account balances, interest rates, and other banking services.

• Processed loan payments, credit card payments, and other financial transactions.

• Identified opportunities to promote and cross-sell bank products and services, such as credit cards or savings accounts.

• Handled and resolved customer complaints or issues, escalating to supervisors when necessary.

• Assisted in the training and onboarding of new tellers, ensuring they were equipped with the necessary knowledge and skills.

Customer Service Manager

Walmart

July 2015 to August 2017

• Delivered excellent customer service, resolving inquiries and concerns in a courteous and efficient manner.

• Achieved recognition as a top-performing customer service representative for consistently meeting and exceeding targets.

• Maintained a comprehensive knowledge of products and services, providing accurate and helpful information to customers.

• Daily sales goal maintaining and succ

Education

Bachelor's degree in Accounting

University of Phoenix - Dallas, TX

2014 to 2017

High school diploma

Wylie Academy High School - Wylie, TX

2009 to 2013

Skills

• Accounts payable

• Bank Teller

• English

• Outlook (5 years)

• Cash Handling

• Dispatch Genius

• Punjabi

• Lamp

• Accounts Receivable

• Hindi

• QuickBooks

• Customer Care

• Google Docs

• Microsoft office Suite

• MS Project

• Customer Service

• Call center

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