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Customer Service specialist

Location:
Anderson, CA, 96007
Posted:
April 16, 2021

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Resume:

Dilshani Perera

Tp: 408-***-****

Morgan Hill, Ca 95037 adlqjd@r.postjobfree.com

Summary of Skills:

● Over four years of experience in the financial industry functioning as an Assistant Bank Manager.

● Excellent organizational and interpersonal skills, with the proven ability to develop cross functional working partnerships.

● Professional attitude with a demonstrated passion for People, and the ability to deliver high standards of Customer Service while building productive relationships across wide networks.

● Skilled in prioritizing, multitasking and coordinating support functions in a rapidly changing, fast paced environment while exercising creativity and diligence.

● Ability to work under pressure and to make independent judgements with limited supervision with appropriate rigor and urgency.

● Ability to proactively manage and complete multiple projects simultaneously within given time constraints.

● Competent in handling routine type transactions in a steady deliberate manner with attention to accuracy and detail.

● High level of integrity, with the ability to handle sensitive and confidential information with tact and discretion.

● Capable in both working independently and within a team setting, with the ability to delegate tasks when appropriate.

● Excellent oral and written communication skills, with proficiency in utilizing available technology systems including Microsoft Office applications.

● Knowledgeable in Risk management, including sound decision making, and quantitative and analytical skills, with the ability to “think outside the box” to generate alternative solutions for consideration and provide comprehensive risk/benefit analysis on those alternatives.

● Hard working, dependable, self-motivated and results-driven, with a proven track record for setting and exceeding Company and Personal goals to maximize business results.

● Highly adaptable and flexible to changing priorities and environments, with competency in learning new systems quickly.

Professional Experience:

Trainee Assistant Bank Manager, Seylan Bank, Colombo Sri Lanka 2004-2007

● Worked at the Foreign Currency Unit, representing the Bank personably, efficiently and tactfully, while in contact with the public either face to face or by telephone.

● Answered and screened phone calls on a daily basis, while identifying high priority calls.

● Maintained existing accounts, addressed account related issues, and responded to Customer inquiries in a timely manner.

● Recorded receipts and tracks in daily logs, and balanced and prepared requested reports and settled daily trade transactions.

● Managed, maintained and updated the customer mandates, while maintaining client confidentiality and observing regulatory standards and credit risks at all times.

● Responsible for monitoring, reconciling, tracking, budget reporting and researching discrepancies.

● Was entrusted with quick access to detailed information on Customer accounts, which enabled tailoring services to fit different customer’s needs or to recommend appropriate products or services when necessary.

● Edited and wrote documents and created presentations, while gathering information from various sources.

● Planned and coordinated logistics for meetings, conferences and events.

● Communicated with management at all times, while independently determining when to escalate customer complaints.

● Provided backup to the Office Manager whenever necessary.

● Assessed and delegated work assignments to new recruits, and assisted and participated in their training.

● Facilitated daily financial transactions, including opening new Customer accounts, balance and verify cash, international telegraphic transfers, inter branch transfers, cash withdrawals, purchase/sale of foreign currency drafts, foreign/domestic travelers checks, foreign currency deposits and loan payments.

● Played a primary role in attracting, expanding and retaining profitable relationships with business clients, while cross-selling bank products and services when appropriate. .

● Interacted with in-house and private auditing firms for compliance purposes, and collaborated with foreign banks and other general service departments to ensure Customers receive quality service consistently.

● Adhered to current bank policies, procedures, federal laws and regulations and maintained a strong working knowledge of all new products, programs and available promotions.

Education:

● Bachelor's Degree in Business Administration and Information Sciences, Northwestern Polytechnic University, Fremont, Ca, December 2011.

● Associate Degree in Computer & Information Systems, IDM, Colombo Sri Lanka GPA = 3.80 (4.0=A)



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