Customer Service Financial Services

Kimberly Swearingen

**** *********** ***, *********, ********* 37931 ********@*******.*** 304-***-**** Objective

Detail-oriented and customer-focused professional with extensive experience in financial services and customer interaction. Committed to leveraging strong analytical, interpersonal, and transaction processing skills in a dynamic and service-oriented environment. Key Skills

• Customer Service & Conflict Resolution

• Payment Application & Financial Accuracy

• Legal Documentation Verification

• Financial Software & CRM Systems

• Written Correspondence & Public Communication

Professional Experience

Securities Agent

U.S. Department of the Treasury – Bureau of the Fiscal Service, Office of Retail Securities Services

(RSS), Division of Customer Service

February 1998 – Present

• Processed and applied payments for a wide range of Treasury securities, ensuring accuracy and compliance with applicable laws and regulations.

• Assisted customers by phone and written correspondence with complex inquiries regarding bonds, trusts, and tax-related entitlements.

• Issued and validated legal documents such as affidavits, wills, and court orders related to payment claims and entitlements.

• Maintained detailed financial records and account histories using various internal systems, including posting, adjusting, and reconciling transactions.

• Processed claims and payments involving bankruptcy, small estates, and fraudulent activity; filed evidence and maintained compliance records.

• Provided guidance to elderly customers and legal representatives on navigating financial processes and submitting required documentation.

• Collaborated with law enforcement and internal auditing teams on cases involving fraud, delinquency, or counterfeit documents.

• Handled high call volume with professionalism, tact, and discretion in challenging or emotionally sensitive situations.

• Proficient in explaining technical legal and financial terms in plain language. Certifications & Training

• Treasury Systems and Securities Transactions Training

• Customer Service and Conflict Resolution Courses

• Payment Processing and Financial Recordkeeping

Education

High School Diploma, Parkersburg High School, Parkersburg, West Virginia

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