Amber Alverson
Easley ,SC
Summary
Accomplished Financial Services Representative with a proven track record at First Citizens Bank, enhancing customer relationships and boosting branch performance through expert financial planning and personalized service. Skilled in Microsoft Excel and active listening, I successfully increased client satisfaction and revenue by identifying cross-selling opportunities and providing tailored financial solutions. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
2025
2025
years of professional experience
Work History
Financial Services Representative
Pickens Federal Credit Union
07.2016 - 09.2021
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Maintained updated records of all financial transactions to support traceability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Developed marketing materials for financial products, effectively communicating benefits to potential clients.
Customer Service Representative
Credit Central, LLC
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Financial Services Representative
First Citizens Bank
09.2021 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Maintained updated records of all financial transactions to support traceability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Facilitated resolution of complex client inquiries, ensuring high level of service and client trust.
- Organized community financial literacy programs, boosting company's brand presence and attracting new clients.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
- Led training sessions for new hires on financial products and services, enhancing team knowledge and performance.
- Coordinated with compliance departments to ensure all client interactions and transactions met regulatory standards.
Education
HS Diploma -
Lakeview Christian School
Pickens, SC08.2008
Skills
- Customer Service
- Problem-solving abilities
- Active Listening
- Critical Thinking
- Data Entry
- Customer Relations
- Problem Resolution
- Computer Proficiency
- Conflict Resolution
- Money handling abilities
- Complaint Handling
- Microsoft Excel
- Payment Processing
- Client Relations
- Professional telephone demeanor
- Microsoft Outlook
- Scheduling
- Follow-up skills
- Call Management
- Product Knowledge
- Paperwork Processing
- Appointment Scheduling
- Microsoft Office Suite
- Customer Relationship Management (CRM)
- Prioritization
- Staff Training
- Quality Control
- Customer Education
- Product Sales
- Product and service solutions
- Multi-line phone talent
- Research
- Service Upselling
- Office equipment proficiency
NMLS Licensed
NMLS number 1701176
Timeline
Financial Services Representative
First Citizens Bank
09.2021 - Current
Financial Services Representative
Pickens Federal Credit Union
07.2016 - 09.2021
Customer Service Representative
Credit Central, LLC
HS Diploma -
Lakeview Christian School