Customer Service Financial Services
Resume:
DESIREE TAM
Walpole NH
*********@*****.***
I am a team player and a hard worker. I have a lot of customer service experience. I am accommodating as far as scheduling goes. I am friendly and outgoing . I keep a level head and wit about me a sense of humor is important when dealing with people.
Accounting systems and software
Night and safe deposit procedures
Advanced clerical knowledge
Cash handling
Compliance, banking laws and regulations
Service prioritization
Educational support
Strong verbal communication
Customer service excellence
Documentation review
Data evaluation
Product recommendations
Inventory auditing
Interpersonal and written communication
Document scanning
Issues resolution
Confidentiality
Multi-line phone systems
Sales strategies
Customer service
02/2023 to Current
HR BLOCK
Pembroke, MA
Personal Support Professional
Booked appointments for clients looking to have their taxes done answered phone calls pertaining to people's tax questions 04/2022 to 03/2023
RONALD KYETTE
Rockland, MA
Personal Care Assistant
Made beds, swept floors and sanitized surfaces to support activities of daily living. Maintained daily living standards by assisting clients with personal hygiene needs. Provided ongoing compassionate patient care for each client. Assisted with meal planning to meet nutritional plans. Planned and prepared nutritious meals and snacks to meet diabetic, low sodium and high protein diets. Laundered clothing and bedding to prevent infection. Recorded patient temperature, pulse and blood pressure to monitor health and well-being. Maintained clean and well-organized environment for client happiness and safety. Improved patient outlook and daily living through compassionate care. Observed patients for changes in physical, emotional, mental or behavioral condition and injuries. Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
Followed care plan and directions to administer medications. Monitored vital signs and medication use, documenting variances and concerning responses. Aided with mobility and independence for disabled individuals and continually monitored safety. Followed safe lifting and transferring techniques to transport residents. Supported bathing, dressing and personal care needs. Encouraged residents to participate in activities of daily living to enhance personal dignity. Examined and treated patient lacerations, contusions and physical symptoms and referred patients to other medical professionals.
12/2016 to 04/2022
SANTANDER CONSUMER USA
Pembroke, MA
Teller Banking Representative
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages SUMMARY
SKILLS
EXPERIENCE
Upheld strict financial controls by keeping funds secure and accurately transferring monies Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
Identified sales opportunities and referred customers to branch partners in financial services Executed customer transactions, including deposits, withdrawals, money orders and checks Answered telephone inquiries on banking products including checking, savings, loans and lines of credit Promoted products or services to each customer to consistently achieve sales targets YES
Braintree High School, Braintree, MA
EDUCATION AND TRAINING
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