Customer Service Representative
Dairy State Bank
Rice Lake, WI
08/09/21 - Current
- Investigated debit card fraud cases, identified patterns and trends in fraudulent activities.
- Prepared detailed reports outlining findings from investigations into suspected cases of debit card frauds.
- Responded promptly to customer inquiries regarding suspected or confirmed debit card fraud incidents.
- Advised clients on account features, benefits, fees, risks associated with different types of accounts.
- Identified any discrepancies between customer application forms, supporting documents and regulatory requirements.
- Verified customer identity and other relevant information against applicable regulations.
- Maintained and built strong client relationships through quality, personalized interactions.
- Opened Individual Retirement Accounts, Certificates of Deposit, Checking and Savings Accounts.
- Advised customers on what types of accounts would best be suited for their needs.
- Helped customers enroll and use their online banking accounts.
