Customer Service Specialist

MARGARET HERNANDEZ

************@*****.*** 926-***-**** 5901 Dinky Lane, Roseville, Ca.

SUMMARY

Dedicated and personable Customer Service Specialist with over 25 years of

experience in the financial services industry. Skilled in building rapport with clients,

managing high-value accounts, and driving client satisfaction. Known for adaptability

in fast-paced environments and proven ability to resolve concerns, foster trust, and

maintain long-term relationships. Strong communication, problem-solving, and team

management skills with a focus on operational efficiency and customer success.

Sr.

WORK

EXPERIENCE

Sr.

Customer Service Representative-Edward Jones HQ Jan 2021 - Dec 2023

Branch Support Specialist. Assisting branches with questions regarding

accounts receivable and banking services.

Became part of the Core team within the first month of employment.

Lead monthly team meetings. Creating content with Power Point

presentations.

Efficient in managing heavy phone traffic while providing excellent customer

service.

Branch Administrator-Edward Jones Branch Ofc Oct 1997 - Jan 2021

Provided administrative support including calendar management and meeting

coordination.

Built strong relationships with new and existing clients, managing over 400

high and low-asset client accounts treating all with equal exceptional

support.

Managed all incoming calls as well as outgoing calls as needed.

Ensured compliance with financial regulations, maintaining accurate records

and reporting.

Supervised office operations, including document management, compliance,

and goal setting.

Verified the accuracy of financial disbursements and deposits as well as

account reconciliations.

Prepared documents for account reviews.

Prepared applications for insurance policies.

Trained and mentored new associates.

EDUCATION

Bu

Liberty University

siness major completing two semesters.

KEY SKILLS

Office Suite software Attention to detail

QuickBooks ¢ Work ethics

CRM systems ¢ Customer service, client

Salesforce relationships

10 Key e Leadership skills

Typing 69 WPM e Multitasking

Data entry e Efficiency

Organizational and time

management skills

Adaptability to change

Excellent Communication

Problem solving

Detail oriented

Training skills

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