Customer Service Representative
Resume:
HEERU SINGH
**********@*********.*** Thousand Oaks, CA
BANKING & CUSTOMER SERVICE PROFESSIONAL
Customer Satisfaction professional with demonstrated experience providing exceptional sales, communication and system skills support in the financial services industry. Leverages initiative and strong customer service experience to empathize with clients while providing the best solution for their issues and needs. Skilled in cultivating excellent relationships with both internal and external stakeholders to provide technical problem- solving and conflict resolution. Core competencies include: Banking Customer-Centric Service Account Management Credit Active Directory Business Development Marketing Direct Sales Internal Audit EXPERIENCE
WELLS FARGO BANK 10/2014 – 04/2024
Personal Banker
Delivered excellent customer service, build relationships and helped consumer and small business customers to succeed financially.
• Built relationships with customers through proactive outreach and follow up, asking questions and learning about their financial needs.
• Maintained a deep knowledge of bank products and services to offer to assist customers in optimizing their service and product options.
• Cross-functionally coordinated with branch team members and partners to best serve customers.
• Opened new accounts, completed service requests, and submitted credit applications. Performed quality assurance to all customer documentation.
• Resolved customer concerns and escalated issues as needed.
• Served as a risk leader and contributed to the continual improvement of existing policies and procedures. CAPITALSOURCE BANK (formerly Fremont Investment and Loan) 2/2005 – 8/2014 Customer Service Representative
Processed daily transactions, answer customer inquiries, and open new accounts in accordance with Company policies and procedures, and Federal and State laws and regulations. Maintained current knowledge of branch operation procedures, bank products and services and all applicable Federal and State laws and regulations.
• Achieved highest customer retention rate of 90% in 2012 and 2013 by determining the financial needs of clients and implementing appropriate strategies that assisted branch.
• Managed and fostered relationships with existing clients and created new business relationship channels.
• Achieved service quality scores of 100% in customer surveys.
• Owned the client experience including on-boarding and resolve service issues as appropriate through follow- up from self and other CapitalSource Bank resources following client transactions. HEERU SINGH **********@*********.*** Page Two
ADDITIONAL RELEVANT EXPERIENCE
WORLD SAVINGS BANK 06/2003 – 02/2005
Customer Service Representative and Loans Specialist Initiated and referred mortgages and equity lines to the loan officer.
• Trained tellers on cross selling products and services.
• Interacted with clients and opened new accounts, referred clients to investment banker for annuities and mutual funds.
• Met performance, sales, referral, retention and transaction goals as assigned by branch management WELLS FARGO BANK
Teller
Cross sold ATM, checking accounts, equity lines, car loans, credit cards and handled cash transactions. EDUCATION
BACHELOR OF ARTS
University of Delhi
Contact this candidate