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Customer Service Representative

Location:
Sherwood Park, AB, Canada
Posted:
February 24, 2025

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Resume:

C A R L A

WARD

506-***-****

*************@*******.***

Fort Saskatchewan, Alberta T8L 0J8

PROFESSIONAL SUMMARY

Friendly and organized Senior Customer Service Representative with the Bank of Montreal, recognized for delivering exceptional service and fostering customer loyalty. Proficient in transaction processing and cash handling, I excel in multitasking and building strong relationships, consistently enhancing customer satisfaction and supporting branch targets. Committed to maintaining high accuracy in financial transactions. SKILLS

• Customer service orientated Multitasking capability, organized, and time management skilled

• Data entry efficiency • Team building and team leading

• Manage customer accounts • Financial transactions recording

• Banking product sales • Cash handling and management

• MS office proficient • Friendly and personable

Cash drawer balancing and large

sum money ordering

EXPERIENCE

Senior Customer Service Representative, Bank of Montreal, Sep 2015 - Current, Edmonton, Alberta

Delivered exceptional service with friendly approach to retain and acquire customers.

• Opened, updated and closed accounts for customers. Assisted customers with processing transactions including deposits, withdrawals, and check cashing and resolving complaints.

• Educated customers on bank products and services to meet their needs. Ordered cash supply from vaults to maintain adequate funds in teller drawers.

• Opened, assisted and monitored members with safety deposit boxes. Retained up-to-date knowledge of offered products and services to educate customers on features, benefits and pricing.

Researched and resolved customer issues on personal savings, checking and lines of credit accounts.

• Requested cash resupply to support individual and business transactions.

• Sorted and arranged money in cash boxes and coin dispensers.

• Provided training and support to new tellers.

Documented each transaction in Microsoft to uphold recordkeeping requirements.

• Processed customer transactions quickly and accurately.

.Completed daily reports on monetary transactions for management review.

• Balanced cash drawers with high accuracy at end of each shift.

• Processed bill payments, verifying payment dates and amounts due. Referred customers requiring loans, credit and mortgages to support sales process.

.Assisted with ATM maintenance, including stocking cash and troubleshooting issues.-Participated in ongoing training programs to stay current on industry regulations.

• Processed commercial depository bags and completes coin orders.

• Participated in regular staff meetings and training sessions.

• Collaborated with team members to meet branch targets. Developed strong relationships with customers to foster loyalty and retention.

EDUCATION

Diploma

West Kings District Highschool, Nova Scotia, Jun 1987



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