Customer Service Data Entry
Resume:
ROSE WILLIAMS
Dallas Texas *5217
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SUMMARY
Extensive experience in banking within the operations division with key skills in cash management analysis, office administration, research, Customer Service, and
Supervision. Excellent computer, interpersonal and communication skills.
EXPERIENCE
J. P. MORGAN CHASE DALLAS, TEXAS
CUSTOMER SERVICE /TEAM LEAD (2000-2018 RETIRE)
• SUPERVISE CUSTOMER SERVICE REPRESENTATIVES IN IDENTIFYING POTENTIAL CUSTOMER NEEDS AND RECOMMENDED PRODUCTS TO BENEFITS THE CUSTOMER NEEDS AND RECOMMENDED PRODUCTS TO BENEFIT THE CUSTOMER.
• MAINTAINED AND ANSWERED ALL INCOMING TELEPHONE INQUIRIES CONCERNING PERSONAL AND COMMERCIAL ACCOUNTS RESULTING IN HIGH SERVICE LEVEL TO CUSTOMERS.
• PREPARED STOP PAYMENTS, RESEARCH, TELEPHONE TRANSFERS AND ACCOUNT MAINTENANCE.
• RESOLVED CUSTOMER PROBLEMS BY TELEPHONE PROMPTLY AND COURTEOUSLY ACHIEVING HIGH LEVEL OF CUSTOMER SATISFACTION.
• RESEARCH CUSTOMER ACCOUNTS INCLUDING ANY DISCREPANCIES, TRAIL BALANCES.
• TSA ANALYST J.P. MORGAN CHASE, (2018-2015)
• ENTERED M& I PAPERWORK: BALANCES INTO LOTUS VAULT RECON.
• ENTERED PAPERWORK INTO THE MICROSOFT DATABASE.
• COMPLETED RECON AND IDENTIFY DIFFERENCES WITHIN CORPORATE STANDARDS.
• PERFORMED PRELIMINARY RESEARCH FOR OVER/SHORT AND REDEPOSIT DIFFERENCES.
• PREPARED ALL OVER/SHORT ENTRIES AND SUBMIT TO TEAM SUPERVISOR FOR APPROVAL.
• RESPONSIBLE FOR ORGANIZING AND ARCHIVING DAILY AND MONTHLY RECONCILEMENTS AND PAPERWORK.
• ANSWERED SPECIFIC VENDOR INQUIRIES RELATED TO OPEN ISSUES WITHIN THE TEAM.
• BUSINESS ANALYST (2014-2015
• ENTERED INFORMATION REGARDING CUSTOMER PRODUCT USAGE ON AN EXCEL SPREAD SHEET.
FOR OVER 1.000 CUSTOMERS DAILY MEETING 97% OF WEEKLY DEADLINES.
• COMPILED SPREAD SHEET REPORTS WHICH TRACKED NAMES, LOCATIONS, OFFICER TITLES TELEPHONE NUMBERS, AND ADDRESSES.
• DEVELOPED AND CONSOLIDATED PRODUCT STANDARDS AND PRICING FOR J P. MORGAN CHASE.
• MONITORED ALL REPORTS DAILY TO ENSURE ACCURACY.
• RECORDED OUTGOING REPORTS THROUGH COURIER WITH 100% ACCURACY.
• PROVIDED ADMINISTRATIVE ASSISTANCE FOR THE ACCOUNT ANALYSIS DEPARTMENT
INCLUDING EXPENSIVE REPORTS, COORDINATING MEETINGS AND PROCESSING PAPERWORK FOR NEWLY HIRED EMPLOYEES.
EDUCATION
ATTENDED EL CENTRO COLLEGE – DALLAS, TEXAS
GRADUATED EMMETTE SCOTT HIGH SCHOOL – TYLER TEXAS
Additional Training:
Effective Telephone Communication
Customer Relations
Time Management
Managing Quality of Customer Service
Listen Skills
Effective Business Presentations
SKILLS
Microsoft Work, Microsoft
Windows, Excel
Freelance Graphics, 10 key by Touch
On-line Data Base Systems, Data Entry
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