Customer Service Representative
Resume:
Larissa I. Olivarez
*** ******* *** **. *****, TX 78516 956-***-****
*****************@*****.***
OBJECTIVE
Dedicated and Motivated individual seeking a long-term position with a well- established institution.
PROFESSIONAL QUALIFICATIONS
* Banker/Customer Service with 20+ years of banking experience and knowledge of financial productivity
* Bilingual, fluent in english and Spanish language, reading and writing.
* Strong ability to achieve financial targets and goals
* Adept at developing and growing key customer relationships
* Possess comprehensive knowledge of Microsoft Word, Word Pro, Excel, Outlook, and Lotus, Navigator, Director, Fiserv, FIS, Bancpac, Shazam XD, Docucommand, Platform, Co-Pilot. PROFESSIONAL EXPERIENCE
Greater State Bank
Branch Associate/ New Accounts Representative (May 2023- Current)
* Handled account maintenance and customer service issues for clients.
* Responsible for providing Customer Service duties such as opening bank accounts for personal and comercial, active in community events, collection services, wire transfers request, bankcard services such as issuance of Debit cards, Business banking services.
* Stayed current with all New Accounts training and remained familiar with applicable policies, laws,
regulations and Bank Secrecy Act policies.
Security First Credit Union
Customer Service Representative/ Call Center (April 2022-May 2023)
Member Service Representative (MSR) (April 2022- Present)
* Assists members with accepting loan applications, processing and closing loans in accordance with
established loan guidelines. Follows up on pending loan applications and ensures timely response to
members. Withdraws loan applications when loan will not be completed.
* Promotes the credit union products and services based on member needs that are obtained from
member interviews (by phone or in person) and /or review of member’s account. Actively cross-sells
products. Assists members in opening new accounts, explaining the features and benefits of the credit
union’s products.
* Greet and welcome members and visitors (by phone or chat) to the credit union in a professional
manner. Represents the credit union to members in a courteous and professional manner and provides
prompt, efficient and accurate service in the processing of transactions.
* May respond to email or other electronic requests submitted by members.
* Respond to members’ requests, problems, and complaints resolving issues, and/or directing them to
the appropriate person for specific information and assistance.
* Assist members with other transactions such as Debit and ATM card issues, cancellations and re- issue
cards for existing members, address change requests, setting up and unlocking Home Banking, printing
loan coupons. Places Check re-orders, closes accounts as per member's request, places attention
messages and e-notes on member's account for security purposes.
* Assists members in researching accounts for deposit, withdrawal, and loan payment discrepancies.
Assists members in balancing their account.
* Complies with credit union policies regarding BSA and CIP as it pertains to Lending.
* Assists members with stop payments and wire transfers. Freedom Bank
Customer Service Representative/ New Accounts (January 2021- April 2022)
* Handled account maintenance and customer service issues for clients.
* Responsible for providing Customer Service duties such as collection services, wire transfers request, bankcard services such as issuance of Debit cards, Business banking services.
* Stayed current with all New Accounts training and remained familiar with applicable policies, laws,
regulations and Bank Secrecy Act policies.
Texas Regional Bank
Customer Service Representative/ Central Operations (August 2019- December2020)
* Responsible of customer service calls, transfers over the phone, research request from customers.
* Verification of funds for other institutions, fraud case tracker reports, address changes.
* International request for debit card access, help set up customers with online banking, and stop
payments.
Security Finance
Assistant loan representative (May 2019-August 2019)
*Responsible of taking loan applications, collect payments, customer daily calls, verification of
customer's credit.
*Other duties were taking daily deposits to the bank, filing loans, marketing to local businesses, and
volunteering in local events.
Farmers Insurance
Customer Service Representative and Marketing (July 2018- December 2018)
*Responsible of daily marketing calls and prepare events to introduce the products to our community and different business. Deco Familia Funeral Home
Adm. Department/ Funeral Specialist (Feb 2018-Apri 2018) Responsible of taking calls and schedule appointments with the Funeral Director or Pre-need agent if
need it.
* Maintain and entry files, and also paid invoices on weekly basis through Excel.
* Prepared funeral packages for our clients when a service was need it (ex; video, memorial, and cards)
* Keep accurate inventory and reports on monthly basis.
* In charge of ordering death certificates, and schedule any service need it from the Police Department
such as escorts to cemetery.
Frost Bank (merger with Alamo Bank in 2006)
Personal Banker II Alamo, TX (Jan 2013 – Nov 2017) Personal Banker I Alamo, TX (Dec 2004-Dec 2012)
* Handled account maintenance and customer service issues for clients.
* Responsible for providing Personal Banker duties such as collection services, wire transfers,
statement calls, check certification, issuance and redemption of saving bonds, bankcard advances,
issuance of ATM cards and temporary checks.
* Sold deposit, loan and fee-based products.
* Served as back up coverage for Bank Tellers and provided all Teller services when needed.
* Stayed current with all Personal Banker training and remained familiar with applicable policies, laws,
regulations and Bank Secrecy Act policies.
Alamo Bank
Call Center-Customer Service Representative Alamo, TX (Aug 2002 - Dec 2004)
* Responsible for providing quality telephone customer service
* Worked to identify and resolve customer issues such as complaints, inquiries and requests.
* Maintained a working knowledge of products, policies, computer systems and services.
* Suggested and promoted alternative bank products and services.
Alamo Bank
Bank Teller Alamo, TX (Sep 2001 - Aug 2002)
* Maintained proper cash on hand
* Conducted all credit and debit transactions
* Sold promotional items
* Filed change order requests
* Processed wire transfers and bankcard advances
* Accepted deposits, payments and check cashing
Donna City Hall
Receptionist and Tax collector Donna TX (Aug 2000-Sept 2001)
* Maintained proper cash on hand
* Conducted all City Tax payments
* In charge of booking events and accepted deposits
* Dispatcher for Public Works
EDUCATION
PSJA High School San Juan, TX
High School Diploma, May 1996
ADDITIONAL SKILLS
* Bilingual Spanish and English
* Excellent and Professional Customer Service Skills
* Excellent Written and Verbal Communication Skills
* Strong Organizational Skills
* Ability to multitask
* Fast Learner
* Able to work well under pressure
AWARDS AND HONORS
* Circle of Excellence Award 3 years in a row with Frost Bank REFERENCES
* Available Upon Request
Contact this candidate