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Customer Service Client Services

Location:
Palm Springs, CA
Posted:
December 23, 2021

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Resume:

DORIS PLIMPTON

**** * **** ****** **. Ste ***-***. Palm Springs CA 92264 · 760-***-****

******@***.***

Experienced in all functions of the Senior Utility position with over 10+ years’ experience within Pacific Western Bank. Have demonstrated success in customer service, proven detail-oriented record-keeper, and talented wire processor who is skilled at completing daily assignments and contributing to team success with no supervision required. Always complete task assigned ahead of schedule and easily adapt to any organizational changes.

EXPERIENCE

MARCH 2012 – JULY 2021

SR. WIRE SPECIALIST, pacific western bank

Processed incoming and outgoing monetary wires, checking for suspicious information or activity.

Monitored authenticity and oversaw the exchange of foreign currencies in a transaction.

Followed security protocols to ensure all transfers occur privately and professionally.

Remained current on all Banking Laws regarding privacy, disclosure, and fraud prevention.

Ability to transfer data from source documents to computer databases.

Experienced in customer service, client services, setting up appointments and taking messages, providing diligent follow-through on all communications.

Worked successfully with diverse group of coworkers to achieve goals and address issues related to our services

APRIL 2008 – MARCH 2012

SENIOR TELLER, pacific western bank

Accurately and efficiently completed customer transactions, including but not

limited to, cashing checks, receiving deposits, savings account transactions, processing transfers, loan payments, redeeming bonds, cash advances, selling travelers checks, cashier’s checks, and money orders, stop payments and wire transfer requests.

Follows department policies and procedures, regulations, and security procedures,

completes necessary documents and maintain customer confidentiality.

Balances cash drawer and maintains control and accounting of the bank’s cash Assets

Performed, at the request of branch management, deposit services and other clerical duties based on branch staffing requirements.

Assisted the supervisor in completing special day-end processing and daily reports

EDUCATION

DECEMBER 2013

ASSOCIATES IN BUSINESS, barstow community college, ca

SKILLS

Excellent Customer Service

Proficient in Funtech Payplus Connect

Organizational skills

Good Work Ethic

Knowledge of Navigator, Director, Word & Excel

Attention-to-detail

Time management

Microsoft Office Suite

Positive Attitude and Team Player



Contact this candidate