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Customer Service Representative

Location:
Lothian, MD
Salary:
50,000.00
Posted:
January 26, 2021

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Resume:

Patty Boswell

*** **** *****

Deale, MD *****

443-***-****

Summary:

Seeking long-term employer that will facilitate professional growth and knowledge possesses 20 years of professional experience in Customer Service and Banking Specialists. Good motivator with excellent Customer Service Skills, and Excellent problem solving skills. Ability to balance, multiple task simultaneously and capability to work independently and as part of a team. Skills:

Customer Service

Cash Handling

Data Entry

Sales

Self-Starter

Processor

Trouble Shooting

Experience:

Loughlin Management-Annapolis,MD 21401

Account Receivable Specialist-July 2017 to present Process incoming payments

Post payments to tenants accounts

Run reports from Click Pay program to import to tenants account. Post rental and mortgage payments

Install remote bank scanners for deposits

Answer tenants and owners questions about the accounts Severn Savings Bank – Annapolis, MD 21401

Personal Banker II / Assistant Head Teller – 04/2017 to present time

Manage and resolve customer problems using service quality guidelines

Open new accounts according to established policies and procedures

Process and settles transactions in an accurate and efficient manner. Follows all established policies and procedures written to comply with security and compliance regulations.

Act in accordance with all compliance guidelines.

Must comply with cash drawer limits established by Retail Banking Department

Current knowledge of commercial bank products and services are required to cross-sell. Experience in customer service and cash handling.

Ability to operate on line teller terminal and balancing a cash drawer and vault.

Perform duties of both a Teller and Customer Service Representative.

Participate in sales activities to meet and exceed sales goals.

Comprehend and apply knowledge of product offerings in order to promote the benefits of additional bank service and make appropriate recommendations.

Accurately and efficiently processes a variety of daily currency transactions.

Ability to operate office equipment including computer software and 10 key calculator and drive thru facilities.

Knowledge of program of Fiserv Cleartouch

Mortgage Processor Assistant - 01/2016 to 04/2017

Prep Borrowers files

Order Appraisal’s

Order Home Owner Insurance to update the Mortgagee Clause

Process and disclose Loan disclosures to the borrowers within the HMDA 3 day regulation

Processed withdrawal, cancel and denial request with in the HMDA Compliance regulations

Process Full Verification of Employment forms to borrowers Employer’s

Process Verbal Verification of Employment within 10 days of settlement

Sent out Notice of Incompleteness letters to borrowers on Documents that are needed for the loan.

Order Tax Transcripts through Data Verify for Borrowers.

Order and cancel Flood Insurance

Review Credit report when prepping file.

Scan documents and uploaded into the Borrowers file.

Knowledge on computer program Mortgagebot.

Head Teller/Teller – 07/2011 to 01/2016

Opened and close branch

Organized and removed files that had been truncated in the branch

Managed deposits, withdrawals, transfers and check cashing

Process loan payments

Verify customers identification and signature and balance information

Open/close accounts; Open and closed debit cards and handled account maintenance; place stop payments on checks.

Contribute to achieving branch sales goals by recommending products and services that meet customer needs.

Solid knowledge of banking regulations and compliance matters; adhere to security and compliance procedures for protection of cash and other assets.

Managed teller line; supervisor of two tellers

Maintained the Vault ; order money each week for branch and associated security procedures

Handle responsibilities of approving transactions and scheduling workflow.

Provides excellent customer service while processing transactions and recommending additional products and service to meet customers’ needs.

Responded to email inquiries submitted by different departments to perform appropriate maintenance.

Audited cash drawers, ATM, teller cash dispenser and main vault to balance daily

Oversaw daily operations and balancing of branch at the end of day

Remained knowledgably on fraud and security bulletins

Trained employees on cash drawer operations

Call Center – 06/2010 to 07/2011

Answer in bound phone calls and provide timely excellent customer service

Respond to customers inquiries, providing information on bank accounts, policies, products and services

Consult with customers to evaluate needs and determine best options

Verify Customers by asking date of birth, name and passcode questions

Assist Customer through online and phone banking problems

Counsel customers on options for service and coverage

Provide Customers with billing and outstanding payments information

Researched and resolved service –related problems

Provide Customers with information on account status and check/ instrument clearance

Process Customers transactions, transferring funds between accounts, making loan payments, withdrawals and data entry to update customers files

Provide Customer information on Mortgage Loan and other Banking Products

Promptly respond to general inquiries from members, staff and clients via telephone, mail e- mail and fax

Maintain customers’ accounts ( including lost/stolen checks, check cards and stop payments)

Cross sell bank products and services based on customer needs, in accordance with banks program standards

Receptionist – 06/2009 to 06/2010

Answering email, phone calls, and transferring calls to the respective staff member

Distributed incoming mail and processed outgoing mail

Maintained adequate stock of office supplies and placed ordered as required

Greeted, guided and assisted customers and visitors

Listening patiently to queries and concerns of customers and guiding them to proper personnel

Handling basic or general queries at personal level following bank’s policies and procedures

Provided administrative support to the daily functioning of the bank

Managing courier, postal, and messages for the banking staff

Maintain scheduling Board meetings and other meetings Education

High School – Elizabeth Seton High School Bladensburg, MD Class of 1986

References-

On request



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