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Customer Service Office Manager

Location:
Oakland, CA
Posted:
June 15, 2025

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Resume:

CHANTEEL HOLOMAN

510-***-****

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

EXPERIENCE

JAN 2013 – PRESENT

OFFICE MANAGER, QUICK TAX

● Maintaining records of assets and liabilities.

● Updating accounts payable.

● Assisting in balancing sheets and income statements.

● Assisting with reviewing income and expenses.

● Preparing regular reports.

● Assisting with other accounting-related duties.

● Process and Prepare Taxes for Clients

MARCH 2003 – JUNE 2007

BANK/CUSTOMER SERVICE REPRESENTIVE, WELLS FARGO BANK

● Serves customers by providing product and service information and resolving product and service problems.

● Attracts potential customers by answering product and service questions and suggesting information about other products and services.

● Opens customer accounts by recording account information.

● Maintains customer records by updating account information.

● Resolves product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.

● Maintains financial accounts by processing customer adjustments.

● Recommends potential products or services to management by collecting customer information and analyzing customer needs.

● Prepares product or service reports by collecting and analyzing customer information.

● Contributes to team effort by accomplishing related results as needed.

● Serves customers by Opening and Closing Bank Accounts EDUCATION

OCTOBER

2005, HEALD COLLEGE

It’s okay to brag about your GPA, awards, and honors. Feel free to summarize your coursework too.

JUNE 1993

GENERAL EDUCATION, CASTLEMONT HIGH SCHOOL

SKILLS

● Customer service

● Product knowledge

● Market knowledge

● Quality focus

● Problem solving

● Documentation skills

● Phone skills

● Listening

● Resolving conflict

● Analyzing information

● Multi-tasking

2



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