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Customer Service Representative

Location:
Easton, PA
Posted:
August 18, 2023

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Resume:

** **** **** ****

Easton, PA. *****

Phone 610-***-****

E-mail ady04b@r.postjobfree.com

Chris Ann Ryan

Objective

Seeking a position as a Customer Service Representative.

Work experience

April 2023-July 2023 TEK Systems Pennsylvania

RETAIL TRAINER

Visit retail customer locations daily providing support and training on newly installed hardware and software.

Document customer concerns and escalate to the correct contact if needed.

Interact with customers to build lasting relationships and create customer loyalty.

December 2021-Present Wells Fargo Bank New Jersey

BRANCH TELLER

Process customer transactions and customer support tasks efficiently using knowledge of bank procedures.

Identify opportunities to improve introduce customer’s financial wellbeing and introduce customers to Bankers for additional bank products.

Perform complex banking transaction across multiple systems.

Interact with customers to build lasting relationships and create customer loyalty.

Access and manage all risks associated with business objectives and activities to ensure Bank policy is adhered to.

March 2018-August 2021 Franklin Hill Winery Pennsylvania

WINE BAR MANAGER

Introduced customers to wines through tastings and helped them select choices that best fit their taste and budget.

Managed staff and supervised front end activities.

Responsible for opening and closing store.

Conducted inventory control daily.

Placed purchase orders to replenish stock.

Trained all team members to ensure they are aligned with company standards.

Answer phones.

Responsible for store cleanliness and upkeep.

Handle cash and deposits. Made sure cash drawer proves out.

RAMP CERTIFIED.

March 2015-December 2017 Unity Bank New Jersey

PERSONAL BANKER

Develop and maintain lasting relationships with customers through friendly conversation and active listening.

Process customer transactions such as large commercial cash deposits, withdrawals, transfers, and payments, accurately and efficiently.

Conduct daily branch operations such as proving cash draw and branch vault, scanning teller work, and filing paperwork.

Open new accounts ensuring all documentation is accurate.

Meets sales goals and customers’ needs by conducting accurate needs assessments and provide information on products and services to meet these needs.

Refer customers to appropriate business partners, and following up to ensure contact has been made.

Maintain technical and professional knowledge by attending educational workshops and training, reviewing bank policies and procedures, keeping informed of updates and upgrades to products and services, and staying informed of any legal, policy, and procedural changes relating to retail banking.

Perform Notary Services.

March 2006- June 2007 Commerce Bank, Inc. Pennsylvania

CUSTOMER SERVICE REPRESENTATIVE

Establish and maintain customer focused satisfaction by demonstrating a high level of courtesy and efficiency.

Provide WOW customer service.

Recommend appropriate products and services to customers to fulfill their financial service needs.

Cross-sell and up-sell bank products and services to perspective customers

Refer customers to Commerce Bank specialists who sell products that meet the

customer's specific needs

Conduct branch audits for bank vault and tellers

Utilize security procedures to ensure the confidentiality of client information.

Confer with branch staff to maintain customer retention efforts.

Collaborate with Regional Service Manager to meet goals of the branch.

Attend meetings with sales representatives to discuss strategy for product growth and promotional offers.

Perform Notary Public services throughout Pennsylvania.

October 2005- May 2006 Sears Roebuck and Company New Jersey

CUSTOMER SERVICE ASSOCIATE

Perform customer sales transactions and returns.

Provide credits to customers on returned merchandise.

Accept customer’s monthly statement payments.

May 2002-March 2003 Wachovia Bank N.A. New Jersey

CONSUMER LOAN PROCESSOR

Responsible for independently processing loans and signing off loan conditions while interfacing with

Loan Consultants, outside vendors (e.g., title insurance, mortgage insurance companies) and borrowers.

Responsible for maintaining production according to established standards, providing excellent customer service and maintaining knowledge of the company's automated systems for loan processing.

Daily functions also include submitting loan for approval after reviewing the file for compliance,

notifying originator and applicant of credit decision within regulatory time frames, clearing and

conveying title, accurately documenting file, and reviewing final conditions for compliance.

Process rate locks and lock requests, process the conversion of pre-approvals to full submissions, and may add or waive stipulations, as necessary.

Jan. 2000-March 2002 PNC Bank N.A. New Jersey

FINANCIAL SERVICE CONSULTANT / FLOATER-SWITCHER

Recommend appropriate products and services to customers to fulfill their financial service needs.

Refer customers to PNC Bank specialists who sell products that meet the customer’s specific needs.

Establish and maintain customer satisfaction by demonstrating a high level of courtesy and efficiency by applying service guarantees.

Utilize security procedures to ensure the confidentiality of client information.

Confer with branch staff to maintain customer retention efforts.

Collaborate with Sector Service Manager to meet goals of the branch.

Cross-sell and up-sell bank products and services to perspective customers

Attend meetings with sales representatives to discuss strategy for product growth and promotional offers.

Perform Notary Public services throughout the State of New Jersey

1997-1999 Bank of New York New Jersey

PERSONAL BANKING REPRESENTATIVE

Recommend appropriate products and services to customers to fulfill their financial service needs.

Executed International wire transfers.

Conducted branch audits for bank vault and tellers.

1993-1997 Garden State Bank Jackson, New Jersey

TELLER SUPERVISOR

Supervise activities of teller personnel

Performed ATM service calls.

Ordered currency from the Federal Reserve Bank

Created work schedule for teller personnel.

Special Skills

RAMP Certified, IBM and Macintosh-PC, Word Processing, Word Perfect, Lotus

Professional memberships

Notary Public for the States of New Jersey and Pennsylvania

Awards received

New Jersey Bankers Association Award: 20 years of Service, Regional Community Bank Circle of Excellence Member



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