Bank Customer Service Representative Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the bank customer service representative 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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KL
K Lind
Kelsie
Lind
7760 Immanuel Brook
Houston
TX
+1 (555) 983 5433
7760 Immanuel Brook
Houston
TX
Phone
p +1 (555) 983 5433
Experience Experience
Chicago, IL
Bank Customer Service Representative
Chicago, IL
Reinger, Lemke and Hauck
Chicago, IL
Bank Customer Service Representative
  • Receives and completes all wire and stop payment requests
  • Support Commercial Lending in acquisition of commercial business accounts
  • Onboard information into deposit pro platform systems for all basic and complex accounts
  • Analyze and review documentation on business, trust, IRAs, and certificate of deposit products received from the field and clients to ensure all information is accurate and complete
  • Performs maintenance requests received by phone for check re-orders, cashier’s checks, basic loan maintenance, Debit/ATM PIN resets, loan payments, OnCommand lockouts, change of addresses, close accounts, account transfers, and Line Of Credit advances
  • Maintains current knowledge of banking regulations to ensure ongoing compliance of all basic and complex deposit accounts, including business, trust, IRA, and CD accounts
  • Cross-sells banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system
Dallas, TX
Discover Bank-customer Service Representative
Dallas, TX
Ward, Kohler and Gulgowski
Dallas, TX
Discover Bank-customer Service Representative
  • Perform other duties assigned to you
  • Produce extraordinary results measured by customer satisfaction, efficiency, call quality and established metrics
  • Development Groups and Training's
  • Employee Stock Purchase Plan
  • Paid time off (20 personal days + 7 holidays per year)
  • Access to fitness center
  • Opportunities to Volunteer in the community
present
Detroit, MI
Customer Service Representative / Bank Teller
Detroit, MI
Wiza Inc
present
Detroit, MI
Customer Service Representative / Bank Teller
present
  • Provide account services to clients, including a full range of the Bank’s retail services
  • Provide and maintain a high standard of customer service
  • Front-end responsibilities in the continual promotion of CWB products and services
  • Supports full servicing of checking, money market, business, trust, IRA, and CD products
  • Perform quality and assurance for data entry by all Personal Bankers
  • 60% of their time will be spent on providing superior client service for our deposit bank products
  • Answers inquiry calls on business, trust, IRA, and CD accounts as well as assisting advisors (Level 2)
Education Education
Bachelor’s Degree
Bachelor’s Degree
Virginia Commonwealth University
Bachelor’s Degree
Skills Skills
  • Exemplary attendance and punctuality
  • Focuses and guides self and team members in accomplishing work objectives
  • Interacts with others in a way that gives them confidence in one’s intentions and those of the organization
  • Clearly conveys and receives information and ideas, through a variety of media, to individuals or groups in a manner that engages the audience, helping them understand and retain the messages, and permitting response and feedback from the listener
  • Possesses, acquires, and maintains the diverse capabilities, insights, and ideas of others and working effectively and respectfully with individuals of diverse backgrounds, styles, abilities, and motivations
  • Establishes proper courses of action to ensure that work product is completed efficiently and on time/within proper time limits
  • Sets high standards of performance for self; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed
  • Technology: Able to proficiently utilize all applications, systems, and financial planning tools including Microsoft Office, Seibel, and other customer relationship management tools
  • Teamwork: Ability to closely partner with internal business partners and other key members of the organization. Strong negotiation skills with sound judgment and decision-making. Ability to influence others and operate flexibly. Consistently exemplifies cross-company collaboration and partnership. Values diverse and differing opinions. Ability to work independently when appropriate
  • Driven: Ability to identify opportunities for personal and professional growth for self and team. Encourages continuous learning. Takes ownership and responsibility for work
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1 Bank Customer Service Representative resume templates

1

Customer Service Representative / Bank Teller Resume Examples & Samples

  • Minimum one (1) year banking experience
  • Good working knowledge of Microsoft Word and Excel
  • Superior administrative, organizational, and interpersonal skills
  • Sales and marketing oriented with excellent customer service skills
  • Must have the ability to manage multiple priorities simultaneously and meet deadlines
  • Provide account services to clients, including a full range of the Bank’s retail services
  • Front-end responsibilities in the continual promotion of CWB products and services
  • Provide and maintain a high standard of customer service
  • Work closely with all departments and actively identify the opportunities to make effective referrals where appropriate
  • Provide reception coverage as needed
2

Discover Bank-customer Service Representative Resume Examples & Samples

  • Listen to real needs of our customers and offer powerful solutions, as we pride ourselves on our “One Call Resolution” process
  • Deliver great customer care by responding to inquiries regarding accounts in a fast paced, structured environment
  • Maintain a high level of knowledge with Discover Banking products, technology/computer skills and marketing/promos
  • Produce extraordinary results measured by customer satisfaction, efficiency, call quality and established metrics
  • Answer high-volume inbound calls in a timely and efficient manner
  • Multitask at a high level, while effortlessly adapting to the ever-changing world of finance
  • Outstanding analytic skills
  • Superior verbal/written communication skills
  • Technology/Computer skills
3

Bank Customer Service Representative Resume Examples & Samples

  • Analyze and review documentation on business, trust, IRAs, and certificate of deposit products received from the field and clients to ensure all information is accurate and complete
  • Directly communicate and train the field regarding procedures and documentation required for basic and complex deposit accounts
  • Onboard information into deposit pro platform systems for all basic and complex accounts
  • Supports full servicing of checking, money market, business, trust, IRA, and CD products
  • Maintains current knowledge of banking regulations to ensure ongoing compliance of all basic and complex deposit accounts, including business, trust, IRA, and CD accounts
  • Perform quality and assurance for data entry by all Personal Bankers
  • Engage in regular training and professional development while obtaining additional skills to enhance individual growth through cross training with other departments throughout the bank and company
  • Support Commercial Lending in acquisition of commercial business accounts
  • Required to take escalated Level 1 calls
  • Cross-sells banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system
  • Answers inquiry calls on business, trust, IRA, and CD accounts as well as assisting advisors (Level 2)
  • Provides high-level technical and network customer service and support for all channels of electronic banking including online banking, mobile banking, web bill pay, voice banking, eStatements and notices, and debit/ATM cards
  • Performs maintenance requests received by phone for check re-orders, cashier’s checks, basic loan maintenance, Debit/ATM PIN resets, loan payments, OnCommand lockouts, change of addresses, close accounts, account transfers, and Line Of Credit advances
  • Receives and completes all wire and stop payment requests
  • Proactively manages risk in every business, product, and service transaction leveraging available tools
  • Requires ongoing training in all sections of First Command Bank
  • Must stay current on all literature regarding procedures, regulations, and enhancements
  • Previous experience analyzing, documenting, and servicing banking products to include business, trust, and CDs
  • Completion of designated First Command and Industry training courses
  • Previous experience working payment inquiries and failed bill payments and transfers
  • Previous experience replying to online and mobile messages
  • Ability to answer Level 1 and Level 2 phone calls
  • Ability to answer escalated Level 1 calls
  • Ability to perform quality and assurance on all data entry for the department
  • Satisfactory credit and background history required
  • Must possess high analytic skills
  • Must possess discernment in being able to apply bank policy and regulations in all situations
  • Must possess strong communication and interpersonal skills as well as maintain a professional demeanor at all times
  • Must be familiar and able to operate Microsoft Excel, Word, and Outlook and must be able to learn other software specific to First Command Bank and Channel Management
  • Must be proficient in new account software and able to complete more complex tasks
  • Must be able to maintain confidential information and record
  • Must be detail oriented and possess strong organizational skills
4

Bank Customer Service Representative Resume Examples & Samples

  • 60% of their time will be spent on providing superior client service for our deposit bank products
  • Bachelor’s degree strongly desired or the equivalent combination of education and experience
  • 5+ years of client service and sales experience in a call center environment
  • Customer Service: Must be service driven with an ability to dissect complex problems and create solutions that put the customer first
  • Sales/Relationship Deepening: Must be able to provide product and service solutions in a consultative manner
  • Technology: Able to proficiently utilize all applications, systems, and financial planning tools including Microsoft Office, Seibel, and other customer relationship management tools
  • Teamwork: Ability to closely partner with internal business partners and other key members of the organization. Strong negotiation skills with sound judgment and decision-making. Ability to influence others and operate flexibly. Consistently exemplifies cross-company collaboration and partnership. Values diverse and differing opinions. Ability to work independently when appropriate
  • Driven: Ability to identify opportunities for personal and professional growth for self and team. Encourages continuous learning. Takes ownership and responsibility for work
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