Branch Service Specialist Resume Samples

A Branch Service Specialist is hired to oversee the day-to-day operations of the branch services. The job description entails monitoring the branch service quality, coaching staff, and ensuring the attainment of maximum profits. A well-written Branch Service Specialist Resume highlights such duties as – scheduling service clerks and representatives, implementing and reviewing bank policies and procedures; preparing the branch for external audits, making sure the branch services comply with the stipulated policies and procedures, and managing and scheduling employees.

The nature of the job demands the following skills and abilities – stay updated with the latest technology, staying ahead in the competing market, the ability to meet sales, customer-oriented approach, marketing skills, the ability to make reports on market penetration and movement. A degree in fields such as business administration or a related field is often preferred.

Branch Service Specialist Resume example

Branch Service Specialist Resume

Summary : Responsible for Understanding and adhering to all MSGCU policies, procedures, and guidelines for both the Member Service and Teller roles. Effectively explains ownership options to members; eligibility requirements for membership; and ensuring that all paperwork, documentation, and signatures are completed accurately as required.

Skills : Communication Skills, Leadership.

Description :

    1. Paid and received customer transactions.
    2. Maintained timely, accurate transaction processing while delivering Superior Customer Service.
    3. Identified customer product and service needs and cross selling.
    4. Referred sales opportunities to the New Account Representatives.
    5. Acted as backup for New Accounts.
    6. Assisted in the completion of quarterly certifications.
    7. Provided staffing assistance to other Bank branch locations.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
GED


Branch Service Specialist Resume

Summary : Responsible and positive contribution to a business by fulfilling responsibilities, working well with coworkers, and establishing relationships with customers.

Skills : Microsoft Office, Client Relations, Customer Service, Mentoring, Clerical.

Description :

    1. Reported to the Branch Manager and/or Branch Service Manager, the Branch Service Specialist is responsible for performing a variety of duties including, responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making sales referrals.
    2. Received day-to-day work direction from other branch officers.
    3. Ensured understanding of and adherence to all operating policies, procedures and regulatory requirements.
    4. Provided an outstanding customer experience when responding to customer requests and inquiries and processing transactions.
    5. Responded directly to customer issues and complaints in a timely, professional and effective manner.
    6. Escalated more complex issues/complaints to the appropriate supervisor within the branch.
    7. Maintained cash drawer within limits and meet cash balancing standards.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Diploma


Branch Service Specialist Resume

Summary : Looking for a Branch Service Specialist position as a part time associate so I could utilize my well organizational, customer service skills and, communication skills to make a positive contribution to the organization.

Skills : Managing Skills, Supervising Skills.

Description :

    1. Acted in partnership with branch service officer to position operations success.
    2. Regularly coordinated safe deposit maintenance.
    3. Possessed initiative, discretion and sound judgment.
    4. Demonstrated excellence at managing complex customer concerns and transactions.
    5. Consistently ensured compliance with all operational regulations, sales and service processes, policies and procedures and completion of compliance requirements.
    6. Operated and maintened of ATM's.
    7. Opened and closed accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS

Branch Service Specialist Resume

Headline : Responsible for Offering Credit Life, Credit Disability, and GAP when identified in our members best interest and in order to protect them and MSGCU, Generating new business by asking for the business and for referrals, and also Maintaining familiarity with competitor fees and products and has a general understanding of the current financial environment.

Skills : Excel, Microsoft Words, Phones, Filing, Fax, And Emails.

Description :

    1. Ensured understanding of and adherence to all operating policies, procedures and regulatory requirements.
    2. Provided an outstanding customer experience when responding to customer requests and inquires and processing transactions within assigned authority.
    3. Responded directly to customer issues and complaints in a timely, professional and effective manner.
    4. Escalated more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly.
    5. Performed more complex tasks such as Safe Deposit activities, hakknowntomer requests/research, merchanttees, remote branch capture, etc., in compliance with established policies, procedures and standards.
    6. Identified and recommended appropriate bank services that result in quality sales and best meet customers' needs.
    7. Assisted Manager in training tellers to effectively identify quality referral opportunities.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
GED

Branch Service Specialist Resume

Summary : To obtain a position where my quick learning skills and my strong desire for a challenge will be needed, obtaining a position with your company where teamwork and accountability are desired qualities in an employee.

Skills : Powerpoint; Critical Thinker; Decision-Maker; Goal-Setter; Optimistic.

Description :

    1. Verified and approved various documents and transactions.
    2. Performed more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, in compliance with established policies, procedures and standards.
    3. Recommended appropriate bank services that best meet customers' needs.
    4. Openned/closed office as necessary.
    5. Supervised teller line and merchant window.
    6. Answered a high volume of inbound calls approximately 200 calls a day from bank of the west.
    7. Able to perform functional duties and related positions with minimal supervision.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
G.E.D

Branch Service Specialist Resume

Objective : Branch Service Specialist with 3+ years of experience in Using Creating Member Loyalty skills to effectively handle member complaints and resolve issues by working with members to identify mutually beneficial solutions.

Skills : Filing, Organizational, Customer Service, Retail Sales, Banking, Cash Handling, Sales.

Description :

    1. Helped customers save money by offering banking products that best fit their needs.
    2. simultaneously in a fast-paced retail environment.
    3. Processed all sales transactions accurately and in a timely fashion.
    4. Established and maintained relationships with individual or business customers.
    5. Responsible for responding to customer inquiries, processing transactions, customer requests, resolving difficult/complex issues, and making quality sales referrals by identifying and recommending appropriate bank services that result in quality sales and best meet customers' needs.
    6. Ensured office supplies/brochures are ordered when needed and checking to see if order is fully processed and accounted for.
    7. Ensured materials are in proper locations and conducts search for any items that may have been misplaced.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MS

Branch Service Specialist Resume

Headline : Responsible for Exceeding member service expectations and builds trusting relationships with members by being the financial expert and shows a sincere interest in the member and their financial success.

Skills : Sales, Retail.

Description :

    1. Performed customer requests and transactions, including but not limited to: check cashing, and deposits, withdrawals, loan payments, and product explanations.
    2. Promoted products and services.
    3. Answered routine questions from customers and staff Purchased, sold, and exchanged foreign currency.
    4. Maintained knowledge of current currency exchanged rates.
    5. Verified customer by researching signature cards.
    6. Processed update and new signature account cards.
    7. Reported suspicious activity to head teller and teller supervisor.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Branch Service Specialist Resume

Headline : To obtain employment as a skillful, hardworking teller that would allow me to be a productive asset with a company that has a challenging, energetic, also fun work environment; where customers are top priority; and also where I will be able to fully utilize my professional experience with customers that would be of great value to the company.

Skills : Microsoft Office, Clerical Duties.

Description :

    1. Responsible for handling all customer inquires as well as strengthening our clients business relationships by analyzing accounts while referring additional products and services to best suit their banking needs.
    2. Able to solve complex issues with a degree of urgency and efficiency.
    3. Skilled in working with a diverse group of individuals.
    4. Able to communicate effectively both verbally and in writing.
    5. Excellent ability to use wide range of programs as well as adapt skill set to any situation I'm given.
    6. Researched deposit discrepancies and find missing deposited items/checks that may not have been processed correctly.
    7. Used a consultative approach when serving members, asking high impact questions to identify and meet member needs, both perceived and unperceived. 
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
Bachelors Of Science In Finance

Branch Service Specialist Resume

Summary : High energy Branch Service Specialist professional with over 10 years of progressive experience managing projects within the manufacturing area. Proven track record in handling projects of large corporations leading to increased efficiency and cost reduction.

Skills : Microsoft Office, Ultra Data, TeamMate Audit Software, Schlage Security Management System, Data Analysis, Interviewing, Training, Communications, Report Writing.

Description :

    1. Examined, evaluated, or processed loan applications.
    2. Oversaw the flow of cash or financial instruments.
    3. Provided assistance with problems customers may encounter.
    4. Approved, rejected, or coordinated the approval or rejection of loans.
    5. Examined checks for endorsements to verify information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
    6. Balanced vault, ATM, and personal cashbox.
    7. Achieved monthly sales goals of 20 new accounts per month.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Associates In General Science

Branch Service Specialist Resume

Headline : A well-rounded, flexible team player with the ability to learn quickly. I have six years of financial background with management experience included. Driven by a firm passion for delivering an exceptional experience as the standard to each of my customers and clients.

Skills : Ms. Word, Outlook, Computer Skills, Communication, Sales, Customer Service, Office.

Description :

    1. Assisted the customer with retail transactions.
    2. Responded to customer problems or issues and assist the customer in resolving them directly.
    3. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy policies and procedures to maintain customer confidentiality.
    4. Maintained cash drawer within prescribed cash limits and meet cash balancing requirements.
    5. Conformed to all government compliance regulations.
    6. Responsible for building and maintaining relationships with internal and external customers while providing exceptional customer service.
    7. Able to interact effectively with all levels of Bank personnel and customers.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Accounting