Branch Service Representative Resume Samples

A Branch Service Representative is hired to provide centralized customer service to the branches after researching and answering questions from the staff of the branch. While the duties vary based on the nature, scope, and type of the branch, the following are certain core duties identified on the Branch Service Representative Resume – assisting all customers visiting the branch, scheduling all service calls for customers; performing re-service for all customers to ensure an optimal level of customer satisfaction, performing a survey on all present customers and establishing quality for all employees; monitoring all customer requests for service cancellations; recommending appropriate solutions to solve all customer service issues; providing emergency support to all customers, solving all issues and preparing and ensuring compliance to work schedule; and ensuring compliance to all-cash transactions, and updating customer contact bases.

Sample resumes denote the following skills and abilities – the ability to adhere to all branch cash control and security requirements; knowledge of all company products and services, and knowledge of branch operations. Employers pick resumes highlighting a relevant degree.

Branch Service Representative Resume example

Branch Service Representative Resume

Summary : Friendly and enthusiastic Branch Service Representative with four years of specialization in supervision. Able to learn new tasks quickly and proficient in growing key customer relationships. Represent establishment with friendly, professional demeanor at all times. To utilize my business development/sales skills to a progressive organization where these skills can make a significant impact on the bottom line.

Skills : Communication, Organizational Ability., Time Management, Problem-Solving, Technical Oversight.

Description :

    1. Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.
    2. Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
    3. Analyzed applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans.
    4. Met with applicants to obtain information for loan applications and to answer questions about the process.
    5. Handled customer complaints and take appropriate action to resolve them.
    6. Computed payment schedules.
    7. Stayed abreast of new types of loans and other financial services and products to better meet customers' needs.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS


Branch Service Representative Resume

Objective : Secure a responsible Branch Service Representative position that will utilize my superior knowledge of business, customer service experience and management abilities while allowing me to grow in a professional environment.

Skills : Word/Excel Document, Math, Comprehension, Cash Handling, Friendly, Customer Service, Adaptable.

Description :

    1. Worked in a retail brokerage providing clients with an upscale and superior financial services experience.
    2. Helped maintain branch operations and make sure we are in compliance with federal regulations.
    3. Greeted incoming clients, determine reason for visiting our branch and forward any potential sales opportunities to financial consultants.
    4. Opened retail brokerage accounts, educate clients on brokerage products and perform account maintenance.
    5. Deposited incoming checks, processing incoming documents and follow through to make sure documents were processed correctly.
    6. Entered any and all promotions on clients accounts, follow up on promotions to ensure client is made whole.
    7. Entered and submitted price negotiations to remain competitive with our competition.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED


Branch Service Representative Resume

Headline : A trusted and dedicated professional with advanced capabilities in communication, organization, and attention to detail, which have contributed to developing exceptional skills in researching and analyzing sensitive data as it pertains to the personal information of my company's clientele. Remarkable aptitude in investigating and compiling written records in a clear, concise, and professional manner, specifically in an effort to document findings for government reporting purposes.

Skills : Microsoft Office, Data Entry, Customer Service.

Description :

    1. Provided a variety of member services at once, while maintaining a high level of integrity and promoting the corporate values of member service, teamwork, commitment, performance and professional competency.
    2. Upheld a high level of commitment to privacy and treating all members with respect, while also preserving professionalism when handling sensitive information regarding their accounts.
    3. Completed all work with a commitment to delivering the highest level of service while working to ensure that all member information was secured and protected.
    4. Resolved account issues and performed all cash-related responsibilities associated with the service side of the office.
    5. Comfortably defused high-tension situations as a result of advanced conflict resolution skills.
    6. Quelled customer satisfaction issues with strong interpersonal skills and an in depth knowledge of banking products.
    7. Recognized for accuracy, commitment and the ability to manage multiple tasks simultaneously.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Branch Service Representative Resume

Objective : A strong leader with excellent communications, interpersonal, and organizational skills. A detail-oriented individual eager to take on a challenge and able to set effective priorities to achieve immediate and long term goals. I am seeking a position that will utilize my skills and offers room for growth.

Skills : Microsoft Office, Millenium, Spa Biz.

Description :

    1. Processed outgoing wires for individual clients.
    2. Processed check deposits into individual and business accounts.
    3. Helped clients with opening and closing of accounts, ordering checks, debit cards and different inquiries.
    4. Taught new clients how to use the Etrade platform to process different functions.
    5. Helped clients with all paperwork for opening new accounts, account transfers, IRA distributions, LOA's, correspondence paperwork.
    6. Daily handled incoming and outgoing mail, and packages.
    7. Handled all inquiries with facilities.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Diploma

Branch Service Representative Resume

Summary : Branch Service Representative professional with more than 13 years of experience. Ability to manage multiple priorities while achieving a degree of efficiency. Organized, self-motivated, and innovative team player able to communicate within all levels of an organization. Ability to work well under pressure while maintaining flexibility, creativity and enjoying helping customers.

Skills : Accounting, Excel, Word, Powerpoint, Project Management, Visio, Adobe Photoshop, Access, Adobe Acrobat, Illustrator, Inventory Management, Data Analysis, Dreamweaver, Quickbooks, Creative Writing, Technical Writing, Type 60 Wpm, WordPress, Grant Writing, Oracle, Management, Marketing.

Description :

    1. Worked at the main branch.
    2. Reconciled accounts.
    3. Sent receipts to inter-bank audit facility.
    4. Input customer deposits, withdrawals, and other transactions; sold bank instruments.
    5. Kept vault and drawer balanced.
    6. Learned safety strategies.
    7. Pursued higher education between work assignments.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS

Branch Service Representative Resume

Objective : Seasoned Branch Service Representative with more than 3 years of experience in fast-paced working environment. Excellent communication and listening skills. Tracking record of achieving exceptional results in satisfying and customers. Goal-oriented Branch Service Representative dedicated to high levels of customer satisfaction and meeting aggressive business goals. Hard Worker and technical learner with specialized knowledge in Banking fieldwork and communicating with customers.

Skills : Proficient in Microsoft Word, PowerPoint and Excel, and type 40 WPM.

Description :

    1. Answered telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
    2. Operated office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
    3. Greeted visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
    4. Completed forms in accordance with company procedures.
    5. Made copies of correspondence or other printed material.
    6. Located and attached appropriate files to incoming correspondence requiring replies.
    7. Provided services to customers, such as orer placement or account information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Branch Service Representative Resume

Summary : Managing the day to day operational aspects of the branch, working with back office support channels to ensure a quick and efficient client service process for walk-in clients and book clients - Consulting ETRADE clients with the various product offerings including online tools, managed advice offerings and various accounts offered.

Skills : Microsoft Word, Windows XP, Excel, Outlook, Quick Books, AMS, POS Machine, Avaya, Channel Link, Platform Internet Explorer.

Description :

    1. Started out with this company being an Assistant Manager and held that position for three and a half years.
    2. Appointed the Branch Manager of St George office and stayed in that position until October 1st, where I asked the Supervisor for a demotion.
    3. Felt happier in the position as an Assistant.
    4. Learned to operate new office technologies as they are developed and implemented.
    5. Transcripted available on request.
    6. Processed all orders for restocking the office supplies and maintained the office was running efficiently.
    7. Assisted Financial Consultants with paperwork or calling clients back to complete missing details needed to complete paperwork.
            Years of Experience
            Experience
            10+ Years
            Experience Level
            Level
            Senior
            Education
            Education
            GED

            Branch Service Representative Resume

            Objective : To obtain a Branch Service Representative position within a company where I can apply my highly developed skills in customer service/general office, experience growth, and enhance the company's productivity and reputation.

            Skills : Computer Skills, Communication Skills.

            Description :

              1. Provided prompt and friendly customer service.
              2. Handled all cash transactions, operate cash drawer, make bank runs, and maintain knowledge of cashier pprocedures, and open and closed the store.
              3. Entered data into designated database and forms.
              4. Maintained accurate and up-to-date files.
              5. Prepared and provided loans for new and existing customers.
              6. Answered phones and responded to requests for information.
              7. Monitored collection activity and conducted collection calls.
            Years of Experience
            Experience
            2-5 Years
            Experience Level
            Level
            Junior
            Education
            Education
            Associates In Business

            Branch Service Representative Resume

            Summary : To obtain a Branch Service Representative position that will enable me to use my strong organizational skills, educational background, and ability to work well with people.

            Skills : Data Entry, Type 45-55 Wpm, Microsoft Office, Customer Service, Phone, Filing, Faxing, Etc, Microsoft Office, Word, PowerPoint.

            Description :

              1. Acted as primary liaison between the home office processing, compliance, trading, OSJ and financial advisors to ensure efficient business operations.
              2. Received and executed equity and mutual fund trades, performed trade confirmations, trade reconciliations, and general brokerage account maintenance.
              3. Reviewed new account documentation for completeness which includes the review of account applications, trust documents, retirement Adoption Agreements and any subsequent required documentation.
              4. Managed incoming and outgoing ACAT and Non-ACAT transfers.
              5. Worked with contra firm and external providers to monitor transfers progress.
              6. Discussed client goals and investment objectives and present multiple investment options for client relationship with the firm.
              7. Developed Local Branch Marketing Plan centered around client retention and asset generation for the local Scottsdale Branch.
            Years of Experience
            Experience
            7-10 Years
            Experience Level
            Level
            Management
            Education
            Education
            B.S. In Business Management

            Branch Service Representative Resume

            Headline : Highly focused and meticulous entry level Branch Service Re with a stellar customer service record and work ethic. Effective multitasker able to handle a high volume of simultaneous office projects with complete accuracy and professionalism. Adept at working well independently with little to no direction or as a professional staff member.

            Skills : Planning Skills, Representative Skills.

            Description :

              1. Hired as bank teller and promoted two weeks later to Branch Service Representative.
              2. Inventoried and monitored vault cash including all incoming and outgoing cash shipments.
              3. Handled TCD (Teller Cash Dispenser) and ATM replenishing and control and enforced strict cash on hand limits in the branch.
              4. Responsible for opening accounts and adhering to AML processes and procedures.
              5. Recognized numerous times by colleagues via Service Leadership Award Program.
              6. Interviewed and consulted members in person and by telephone about personal financial management matters and credit union products and services, including: consumer loans, vehicle leasing, Share Certificates, IRA accounts and certificates, various accounts, revocable trusts, and credit/debit cards.
              7. General experienced in a clerical, technical or administrative position.
            Years of Experience
            Experience
            5-7 Years
            Experience Level
            Level
            Executive
            Education
            Education
            MS