AMANDA Olsen
Las Cruces,NM
Summary
I have been a personable and dedicated Customer Service Representative with extensive experience in the Financial industry for many years. A solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. I am a hardworking employee with years of customer service experience, multitasking and time management abilities. I am devoted to giving every customer a positive and memorable experience.
Overview
8
8
years of professional experience
Work History
Account Service Representative
Kestra Financial
Austin , Texas
11.2021 - 04.2024
- Maintained positive account relationships through regular contact and knowledgeable service for every need.
- Provided detailed explanations of products, services, and account options to customers.
- Identified potential fraud cases based on suspicious activity in a customer's account.
- Collaborated with other departments to resolve complex customer issues quickly.
- Reviewed accounts regularly to assess adequacy of current coverage and identify sales opportunities.
- Monitored customer accounts for any discrepancies and took appropriate action as needed.
- Processed customer requests for new services or changes to existing accounts.
- Researched customer accounts and identified errors in billing information.
- Developed strategies to increase customer satisfaction levels by providing excellent customer service.
- Provided technical assistance related to product features or troubleshooting problems.
- Verified accuracy of customer data and updated records accordingly.
- Resolved account issues with strengths in research, problem-solving and solution development.
- Maintained accurate documentation of all customer communications in the company database.
- Responded promptly to customer inquiries via phone, email, and online chat support systems.
- Adapted communication style to diverse customer base effectively.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Updated system with order specifics and customer details, preferences, and billing information.
- Navigated multiple software applications while assisting customers.
- Worked collaboratively with team members to achieve goals.
Universal Banker
Sunflower Bank
Las Cruces , NM
01.2018 - 06.2020
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Completed routine transfers, deposits and bill payments.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Developed relationships with business owners to promote commercial banking services.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Advised customers on how to use mobile banking applications effectively.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Received incoming wires from other financial institutions into customer accounts.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Verified customer identity through driver's license or other forms of identification.
- Processed deposits, withdrawals, loan payments and other financial transactions.
Bank Teller
Wells Fargo
Las Cruces, NM
01.2016 - 06.2017
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Welcomed customers and offered pleasant service during entire transaction.
- Explained bank services, financial products and applicable fees to customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Reconciled cash and checks against computer records at end of shift.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Performed cash handling duties including counting currency, coins and checks.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Cross-sold bank products such as savings accounts and credit cards to existing clients.
Education
Some College (No Degree) - Business Management
New Mexico State University
Las Cruces, NMSkills
- Client Relationship Building
- Strong interpersonal skills
- Performance Tracking
- Quality Control
Timeline
Account Service Representative
Kestra Financial
11.2021 - 04.2024
Universal Banker
Sunflower Bank
01.2018 - 06.2020
Bank Teller
Wells Fargo
01.2016 - 06.2017
Some College (No Degree) - Business Management
New Mexico State University