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Customer Service Representative

Greensboro, NC
September 01, 2023

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Jasmin West

Financial Services Specialist - Carter Bank and Trust

Greensboro, NC


• Experienced Financial Service Representative

• Seasoned in upselling company products and services

• Excellent communication skills both written and verbal Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Customer Contact Center Specialist

Carter Bank and Trust

April 2022 to Present

• Answering inbound calls.

• Processing orders and payments.

• Handling customer complaints.

• Following up on customer calls.

• Making outbound calls.

• Upselling and cross-selling.

• Conducting market research.

• Managing and updating customer databases.

Member Service Specialist

Charlotte Metro Federal Credit Union

May 2017 to April 2022

Seeking growth)

• Develop and maintain professional relationships with customers and ensure customer satisfaction

• Coordinate with clients and acquire all information and resolve issue effectively

• Provide professional assistance to all clients issues and ensure confidentiality of all client information

• Maintain knowledge and interpret all policies and procedures of bank and ensure compliance with all ethics and conducts

• Handle inbound and outbound call

• Assist sales team to generate business through cross selling and effective marketing

• Analyze all customer requirements and resolve customer transactions issues with help from bank personnel

• Assist clients with all benefits and features of new account, IRA, CD, or Safe Deposit products according to customer needs


12NGO - Greensboro, NC

June 2015 to December 2016

• Scheduled and dispatched workers, or serviced vehicles to appropriate locations according to customer requests, specifications, or needs, using computers and telephones

• Arranged for necessary repairs in order to restore service and schedules

• Relayed messages, and information to or from work crews, supervisors, and customers using telephones or computer software

• Conferred with customers or supervising personnel in order to address questions, problems, and requests for service

• Advised personnel about traffic problems such as construction areas, accidents, congestion, weather conditions, and other hazards

• Ensured timely and efficient movement of vehicles according to orders and schedules

• Recorded and maintained files and records of customer requests, work or services performed, charges, expenses, inventory, and other dispatch information

• Defused situations with customers who are hostile or dissatisfied Waitress


April 2014 to March 2015

• Provided excellent customer services that promote satisfaction

• Greeted customers and present menu

• Made recommendations or share additional information upon request

• Took and serve food/drinks orders and up sell any additional products

• Arranged table settings and maintain tables clean and tidy

• Checked products for quality and correct any problems that kept each from enjoying their meal / drink

• Delivered checks and collect payments

• Cooperated with all serving and kitchen staff

• Followed all relevant health department rules/regulations and all customer service guidelines Gap: Seeking employment

Packer / Material Handler


October 2012 to December 2013

• Responsible for loading, unloading, and moving materials within or near plant, yard, or work site

• Read work order or followed oral instructions to ascertain materials or containers to be moved

• Opened containers, using steel cutters, crowbar, claw hammer, or other hand tools Gap: Seeking employment

Customer Services Representative


September 2010 to June 2012

• Managed large amounts of incoming calls

• Generated sales leads

• Identified and assess customers' needs to achieve satisfaction

• Built sustainable relationships of trust through open and interactive communication

• Provided accurate, valid and complete information by using the right methods / tools

• Met personal / customer service team sales targets and call handling quotas

• Handled complaints, provide appropriate solutions and alternatives within the time limits

• Followed up to ensure resolution

• Kept records of customer interactions, process customer accounts and file documents Gap: Seeking employment


Speedway Fast Mart

February 2008 to November 2009

• Handled cash transactions with customers

• Scanned goods and collect payments

• Issued receipts, refunds, change or tickets

• Redeemed stamps and coupons

• Made sales referrals, cross sell products and introduce new ones

• Resolved customer complaints, guide them and provide relevant information

• Greeted customers when entering or leaving establishments

• Maintained clean and tidy checkout areas

• Kept reports of transactions


High School Diploma

Dan River High School


• Excel

• Microsoft office

• Outlook

• Word

• Bank Teller


Customer Focus & Orientation — Highly Proficient

October 2019

Responding to customer situations with sensitivity. Full results: Highly Proficient

Customer Focus & Orientation — Expert

March 2020

Responding to customer situations with sensitivity Full results: Expert

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information


• Microsoft Office: Excel, Word, and Outlook

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