Service Representative Customer
Resume:
Christie Garris
Financial Services Representative II
Yankton, SD 57078
***********************@*****.***
Resourceful financial services representative with 8+ years of outstanding customer service. Proven capacity to resolve issues quickly. Maintains a high level of professionalism, patience and efficiency to help minimize customer dissatisfaction and increase customer loyalty and retention. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Financial Services Representative II
First Interstate Bank - Yankton, SD
November 2021 to Present
• Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions
• Perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately.
• Open and maintain a variety of products including consumer and business checking and savings accounts, IRAs & Certificates of Deposit, consumer credit cards. This position will be adept at conversing with client about their needs and is able to originate all types of personal loans.
• Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management
• Build client relationships through outbound and proactive measures
• Demonstrate timely completion of work while being able to adjust to work demands to meet expected timetables.
• Kept up regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities Lead Customer Service Representative
Cortrust Bank - Yankton, SD
March 2021 to October 2021
I was hired as a customer service representative and was able to move myself into the lead position in a little over a month. I handle all back end work of the bank including, paying and handling all of my branches expenses. Ordering and distributing money orders to 5 branches. Scheduling and resolving coverage requests for 5 branches teller employees. Managing employees and setting standards on etiquette and discipline.
• Extensive cash handling and customer service experience.
• Possesses combination of education and experience to perform primary duties of position.
• Adaptable to system, process, product, and service changes.
• Effective and efficient planning, organizational, technological and time management skills.
• Ability to demonstrate organizational commitment through advocacy in the community, customer experience and co-worker relationships.
• Ability to reason, problem solve and think critically.
• Ability to effectively convey thoughts, ideas, and information clearly and concisely.
• Possesses strong understanding of financial services.
• Demonstrates high level of integrity, personal diplomacy, and ability to foster culture of mutual respect. Insurance Agent
Farm Bureau Financial Services - Yankton, SD
August 2019 to February 2021
My role with Farm Bureau Financial Services was an insurance agent/small business owner. I show customers the importance of having auto, home, renters, and life insurance. I also specialize in knowledge of business and agriculture coverages. I meet with customers regularly to give advice and present coverages that satisfy their needs. I service the customers portfolio to ensure their needs are being met. I handle customer complaints/services in a professional manner. Office Assistant
State Farm Mutual Automobile Insurance Company - Yankton, SD December 2017 to December 2019
• Contacted customers to set appointments
• Answered the phone and directed customers based on their needs
• Greeted and assisted customers as they came to the office
• Worked with customers to refinance their auto loans
• Maintained a friendly and organized work environment Insurance Producer
H & M Brokers - Christiana, North West
August 2010 to November 2017
Sold and maintained insurance policies
• Used knowledge of products to achieve a high customer experience, leading to high retention
• Received and filed insurance claims and related paperwork
• Worked in a team environment to maintain a positive experience
• Handled renewals with existing customers
• Maintained daily records for accuracy in customer policies Education
High school or equivalent
Skills
• Insurance Sales
• Cold Calling
• CRM Software
• Account Management
• Sales Management
• Office Management
• Salesforce
• Business Development
• Banking
• Microsoft Outlook
• Marketing
• Microsoft Office (10+ years)
• Financial Services
• Merchandising
• Records management
• Sales
• Cashiering
• Time Management
• Inventory
Languages
• English - Fluent
Certifications and Licenses
Property and Casualty License
Present
I am permitted to sell and retain property and casualty insurance policies within SD, IA, and NE. I explain, sell, and process that line of insurance. Life and Health Insurance
Present
I am permitted to sell and retain life and/or health insurance policies within SD, IA, and NE. I explain, sell, and process that line of insurance.
Insurance Producer License
Assessments
Cashier skills — Expert
June 2019
Calculating retail transactions and knowing cash drawer policies and procedures. Full results: Expert
Sales skills — Proficient
February 2021
Influencing and negotiating with customers
Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Groups
Yankton Chamber Ambassador
December 2018 to June 2019
I was a part of ribbon cuttings and welcoming new businesses to the chamber on behalf of the agency. Additional Information
Organizational skills
Property and casualty products
Building strong relationships
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