Customer Service Representative

Benjamin L Roman

*** * ******* ** **** Station, IN 46405 219-***-**** ***********@*****.***

Objective

Detail- oriented, efficient and organized Universal Banker with six years of experience in all aspects of financial management. I aspire to obtain a position with your company. My devotion is to give customers exemplary service through excellent communication skills and professionalism. I am skilled at educating customers on banking products and recommending best options that meet the customers short-term and long term financial goals.

Education

August 2014

Licensed Clinical Massage Therapist,

Kaplan College

June 2013

River Forest High School,

Core40 Diploma

Skills & Abilities

Proficient Cash Handling

Bank Regulations and Compliance

Exemplary Customer Service

Conflict Resolution

Teller Operations

Active Listening

Bank operations and procedures

Consumer Loan Processing

Experience

CUSTOMER SERVICE REPRESENTATIVE HORIZON BANK 06/2021 – 05/2022

Charged with maintaining transaction accuracy.

Assessing customers primary financial needs through active listening and proper feedback.

Review current or past policies and changes to ensure compliance.

Accurate vault and cash till balancing in accordance with cash control procedures.

Recommend and process loan applications.

UNIVERSAL TELLER TEACHERS CREDIT UNION 07/18 – 06/2021

Tasked with building relationships through conversations with new and seasoned credit union members.

Implement new and innovative solutions to draw new business and grow the TCU brand.

Maintain positive team engagement.

Participated in community engagement with TCU and the surrounding businesses in the community.

Embodied TCU's core values to serve the people, innovate new efficient ways to effectively serve the community better, and commit to helping expand the vision of the company.

Assisted with Teller operations, account and loan maintenance, including processing loan applications.

Full Service Teller Tech Credit Union 04/16 – 07/2018

Performed member account maintenance.

Teller operations

Generated sales referrals

Maintained professionalism in conduct and conversation.

References

Ernestine Hosea 219-***-****

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

Former Co-worker

Brandon Hearne 219-***-****

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

Former Supervisor

Jolene Bolinger 219-***-****

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

IUN Professor

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