Banking Customer Service Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the banking customer service job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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L Hagenes

Lizeth

Hagenes

7521 Crooks Ranch

Chicago

+1 (555) 657 9743

7521 Crooks Ranch

Chicago

Phone

p +1 (555) 657 9743

Experience Experience

Dallas, TX

Banking Center Customer Service Manager

Dallas, TX

Weissnat, Douglas and Schuppe

Dallas, TX

Banking Center Customer Service Manager

Functional supervision of banking center staff; train, coach, and assist with annual performance evaluations
Coach to sales goals for branch staff to directly support the retail scorecard established for the assigned banking center
Responsible for the direct supervision and development of Retail Associate
Provided balanced feedback through ongoing informal coaching
Assist with development and implementation of strategies for the banking center to meet and exceed loan and deposit goals as established in the designated market
Develop, implement, and lead sales tactics to increase market and wallet share
Provided balanced feedback through formal documented coaching sessions monthly

Chicago, IL

Regional Banking Customer Service Manager

Chicago, IL

Kuvalis-Brakus

Chicago, IL

Regional Banking Customer Service Manager

Possesses a strong working knowledge of Bank products and services, reporting, policy and procedure, and RBG special programs
Reviews, recommends, and implements modifications to current operating procedures to increase overall efficiencies in the branch, region, and bank
Performs or reviews semi-annual audits of branch operations and makes recommendations to improve noted deficiencies
Works with branch CSMs to balance operational controls and customer service in order to minimize risk to the Bank
Interacts with branches, internal departments, and customers to resolve customer service problems. Manages the region's customer complaint process
Operates with a leadership style that consistently demonstrates effective communication and empowerment. Leads by example and manages through change and adversity
Assists Regional Manager and branches with the handling of personnel related issues

present

Houston, TX

Customer Service Manager & Banking Specialist

Houston, TX

McLaughlin, Flatley and Walker

present

Houston, TX

Customer Service Manager & Banking Specialist

present

Exercising the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations and terminations
Responsible for the development and training of the CSA’s through effective coaching techniques; ensuring customer satisfaction and the achievement of Banking Center goals and objectives
Make recommendations to the BCM about possible ways to improve the Banking Center
Exercising executive and administrative control over the functions of the office, including the implementation of local policy and explanation of organization programs, policies and objectives
Monitors and assists CSA’s with balancing computation, approval, overrides and any complex problems that might arise. Resolve CSA discrepancies and accounting differences between CSA’s, Proof Department and Data Processing according to Bank Policy
Assist CSA’s in working with unusual or difficult problems
Responsible for all tracking and reporting as directed by the Management

Education Education

Bachelor’s Degree in Banking

Howard University

Bachelor’s Degree in Banking

Skills Skills

Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc.　
Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc
Strong verbal, written, and interpersonal communication skills
Thorough knowledge of all relevant operational processes and procedures and company products and services　
Strong verbal, written, and interpersonal communication skills　
Ability to perform interest calculations and account adjustments　
Strong analytical and problem-solving skills　
Ability to manage multiple tasks/projects and deadlines simultaneously　
Excellent telephone skills including listening and demonstrating courtesy, empathy, and accuracy　
Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries

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7 Banking Customer Service resume templates

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Banking Customer Service Official Resume Examples & Samples

QFA or 3rd level qualification
Experience in Business Banking or frontline lending/support role, or alternatively in a credit or securities area supporting Business Banking
Strong financial statements analysis skills, with proven aptitude in analysing management information, unaudited and audited accounts
Knowledge of Business Banking products and familiarity with core banking systems/applications
A good knowledge of Risk Management (account opening, health and safety, fraud prevention, money laundering)
Knowledge of Operations management would be beneficial

Regional Banking Customer Service Manager Resume Examples & Samples

Works with the Regional Manager and Branch Management team to generate and achieve sales, service, growth, and profit goals for the individual branches within the assigned territory
Develops and implements sales management tools to assist the branches in supporting the CSR referral efforts
Coordinates and/or conducts sales, customer service, security, and technical training as needed. Facilitates CSM and ACSM meetings for the region on an ongoing basis
Interacts with branches, internal departments, and customers to resolve customer service problems. Manages the region's customer complaint process
Operates with a leadership style that consistently demonstrates effective communication and empowerment. Leads by example and manages through change and adversity
Demonstrates strong decision making skills by recognizing problems and responding appropriately. Systematically gathers information, sorts through complex issues, seeks input to determine root cause and makes timely decisions
Assists Regional Manager and branches with the handling of personnel related issues
5+ years of branch operations experience
Knowledge of branch banking, sales and consumer lending
Bank product and service knowledge
Demonstrated management skills
Planning and organizational skills

Customer Service Manager, Branch Banking Resume Examples & Samples

Responsible for the day to day branch operations which includes cash management, ensuring full compliance with all laid down procedures and processes
Lead and Manage day to day branch operations with focus on consistent delivery of excellent customer experience
Ensure full compliance to the laid down procedures and processes
Works independently and takes ownership of issues, including accurate and proper records management and tactful resolutions of queries and escalations from both internal and external customers
Manages all resources at the branch in support of planned financial targets for Personal Banking & or Premier onshore segment (where applicable)
Ensure that branch premises are properly maintained and aligned to the Bank’s marketing guidelines
Provide Operational support to staff including guiding them on the Bank’s policies and procedures on operational matters
Proactively feedback and involved in process streamlining/ improvement of branch processes to improve operational efficiency and provide better customer service
LI-QSH

Inbound Banking Customer Service Resume Examples & Samples

Must be detail oriented with multi-tasking abilities
Demonstrate Empathy
Solid PC skills
Furthers the Fiserv culture and values

Wholesale Banking Commercial Customer Service Banker Resume Examples & Samples

Bachelor's degree, or equivalent work experience　
Three to five years of customer service experience 　
Strong verbal, written, and interpersonal communication skills　
Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries　
Excellent telephone skills including listening and demonstrating courtesy, empathy, and accuracy　
Thorough knowledge of all relevant operational processes and procedures and company products and services　
Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc.　
Ability to perform interest calculations and account adjustments　
Strong analytical and problem-solving skills　
Ability to manage multiple tasks/projects and deadlines simultaneously

Banking Customer Service Associate Team Lead Resume Examples & Samples

Acts as an escalation point for resolving customer issues
Provides coaching and mentoring to less experienced call center personnel
May be responsible for training Customer Service Representatives
May serve as a back up to the supervisor in their absence
Considerable knowledge of the company's products, services and business operations to enable resolution of customer inquiries

Customer Service Center Business Banking Specialist Resume Examples & Samples

Experience in customer service, preferably in the banking or financial services call center industry
At least 3 years of experience
Ability to build a rapport over the phone with customers and manage customer expectations
Ability to prioritize and escalate issues
Ability to resolve multiple inquiries within stringent time deadlines
PC proficiency
Use a wide range of software applications
Working knowledge of cash management products

Inbound Banking Customer Service Resume Examples & Samples

Responsible for resolving customer inquiries received via phone, email, or claim and diagnosing, resolving, and communicating resolutions under direct supervision
Responsible for delivering consistently excellent customer service over the phone and in writing, navigating systems, procedures, and other resources to provide accurate and timely resolution to customer inquiries, and documenting problem resolution and customer contact
Responsible for researching and diagnosing customer disputes and identifying the most efficient means to resolve them to the satisfaction of the company, the sponsor, and the subscriber
Other responsibilities include providing flexible assistance through cross-training and support to meet and exceed performance, customer satisfaction, and service level goals and providing follow up as needed on customer inquiries to ensure resolution satisfies customers and meets all internal expectations

Banking Center Customer Service Manager Resume Examples & Samples

Responsible for the direct supervision and development of Retail Associate
Provided balanced feedback through formal documented coaching sessions monthly
Provided balanced feedback through ongoing informal coaching
Participate in the recruiting and hiring of Retail Associates
Complete Annual Performance Evaluations for Service Associates
Manage operational aspects of the banking center; control opening and closing of the banking center, conduct audits, and branch balancing
Functional supervision of banking center staff; train, coach, and assist with annual performance evaluations
Coach to sales goals for branch staff to directly support the retail scorecard established for the assigned banking center
Ensure compliance for regulations and reporting, including but not limited to: BSA, OFAC, CIP, CRA, etc
Ensure total compliance of physical and information security policy
Nurture and grow established long term relationships through superior customer service
Interview customers and compile loan applications for consumer and business loans, and home equity lines of credit according to lending policies; evaluate and approve or deny within authorized lending limit
Manage to the Sales Management Process by conducting Huddles, Observations, Touch Bases and Skill Builders per established guidelines
Develop, implement, and lead sales tactics to increase market and wallet share
Assist with development and implementation of strategies for the banking center to meet and exceed loan and deposit goals as established in the designated market
Contribute to the growth of the banking center’s deposit portfolio
Provide assistance on the teller line during peak times or when needed to help reduce wait times and fill service gaps
Attend and/or complete applicable and required training sessions
Promote the bank through community involvement and leverage contacts to create a pipeline of new business
Partner effectively throughout the bank to grow the banking center and fulfill clients financial needs

Customer Service Manager & Banking Specialist Resume Examples & Samples

Monitors and assists CSA’s with balancing computation, approval, overrides and any complex problems that might arise. Resolve CSA discrepancies and accounting differences between CSA’s, Proof Department and Data Processing according to Bank Policy
Assures that auditing controls are observed. Audits CSA’s cash drawers as directed in Bank Policy
Attending to the needs of existing and prospective customers, including answering inquiries regarding accounts and loans and handling customer complaints
Exercising the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations and terminations
Conducts monthly sales and coaching meetings and weekly chart sessions with Banking Center staff
Reviews overdrafts as needed, according to Bank policy
Make recommendations to the BCM about possible ways to improve the Banking Center
Create and implement action plans when needed to better the quality of service in the Banking Center
Meet goals set by Retail Management
Encourage team environment
Comply with all applicable federal and state laws and regulations
20100827 (20090511)

Banking Customer Service Associate Specialist Resume Examples & Samples

Evaluates the quality of representatives’ calls and provides feedback on strengths and areas for improvement
Takes calls in the queue as needed
Recommends streamlining opportunities and process improvements
Strong PC skills with basic knowledge of Microsoft Office applications
Must be detail-oriented and customer-driven, focusing on providing the highest quality products and services to FIS internal and external customers to enable resolution of customer inquiries

Senior Customer Service Specialist Online Banking Resume Examples & Samples

Field a variety of incoming customer e-mails through our secured Online Banding Website
Field online banking support calls from our branch colleagues as well as customer calls through various splits with a passion to deliver high quality solutions for our customers
Opportunities to enhance the customer online banking experience through coaching assistance to Branch colleagues
Satisfaction and pride in producing high quality work
Comprehensive training that will draw on your previous experiences and challenge you to grow
Observations of your recorded calls and e-mails to support coaching, development and performance
Learning agility
Retail Banking, Cross selling