The job purpose of a Client Service Officer is to provide client support service. Other work accountabilities are listed on the Client Service Officer Resume as – maintaining a high level of professionalism and competence in every client interaction, analyzing and resolving issues; making client calls and visiting to strengthen client relationship, maintaining a client-focused working environment; identifying and developing new business opportunities with client contacts, assisting in risk management and mitigation activities, developing process improvements and enhancing service efficiency and effectiveness; and providing support in new product development and enhancement activities.
Professionals in this field are expected to be detailed and service-oriented. They have to be self-motivated and possess strong written and verbal communication skills. Those who want to work in this line of operation should focus on the following – proficiency in MS Office, adept at research practices; a good understanding of financial markets and trends; and customer service experience. A degree is commonly considered mandatory.
Summary : To secure a Client Service Officer position with a company in the field of business which will allow me to utilize my skills and training, while proving to be an asset to the organization.
Skills : SAP, Microsoft Office, Driving.
Description :
Maintained client relationships in retiree services for 35 mid to large corporate clients, with a combined monthly payment volume over Handle client communications of policies and procedures and create monthly performance reporting.
Worked with senior management to mitigate risk in processing, procedures and enhancements.
Managed a Senior Associate directly reporting to me and his team of 3 individual contributors as indirect reports.
Managed a direct team of 5 individual contributors.
Conducted regular meetings with staff, assist in career development, reward, coach and complete the performance review process.
Assisted in the RFP process and cross sell opportunities.
Maintained close client contact through weekly, biweekly and monthly conference calls and offsite travel to client offices.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Client Service Officer Resume
Headline : Intelligent, hard working, responsible with high degree of integrity, who is motivated to maintain customer satisfaction and contribute to the company's' success, result driven customer service representative with proven ability to establish rapport with clients. Organized and efficient even under pressure and meeting deadlines, smart, presentable and fun to be with.
Skills : MS office, Planning Skills.
Description :
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Served as central point of contact for all outside vendors needing to gain access to the building.
Supplied key cards and building access to employees and visitors.
Made copies, sent faxes and handled all incoming and outgoing correspondence.
Created PowerPoint presentations used for business development.
Posted open positions on company and social media websites.
Organized files, developed spreadsheets, faxed reports and scanned documents.
Experience
5-7 Years
Level
Junior
Education
MS
Client Service Officer Resume
Summary : Over 20 years credit analyst, business development, account receivable financing and client relations, three years credit manager and management and four years mortgage lending. Championed team to meet and exceed company goals. Delivered client resolution by being top performer in case reviews to completion including team reporting for senior management.
Skills : Microsoft Office, People Soft, SAP, Quicken, Quickbooks.
Description :
Operated as the holding company for CIT bank that provides commercial financing, leasing product and other services to small and middle market businesses.
Managed a portfolio of 45 existing clients with emphasis in resolving credit risk, collection, accounting, lending and operation issues.
Liaisoned between clients and CIT operations in Los Angeles, Charlotte, New York and Atlanta office for problem identification and resolution with a single approval signature authority up to $250,000.
Made sure all credit departments activities related to order flow (credit check and hold orders) is accomplished accurately, within daily deadlines.
Improved client and customer credit quality by ensuring that credit and collection problems were identified and handled promptly to minimize credit losses and maximize sales and profits.
Provided exceptional client and customer service to retain all existing clients during the year.
Prepared and presented to the credit line committee all required updated financial statements analysis, information and recommendation for lending clients on a semi-annual basis by showing in detail the customers capital, liabilities, cash flow, asset compositions, sales and profit performance and making a sound analysis on the clients' overall financial status.
Experience
10+ Years
Level
Senior
Education
B.S. In Business Administration
Client Service Officer Resume
Summary : Actively seeking a position with a company that knows customers are its life's blood. I thrive on making a difference, both for the customer and the employer, by providing outstanding listening and problem-solving abilities.
Skills : Microsoft Office, Constant Contact.
Description :
Communicated with customers by phone calls, faxes and email.
Effectively dealed with all corporation employees, from CFOs and CEOs to AR and AP clerks.
Resolved issues with services provided such as lockbox payments, cash services, online file transmissions, wire transfers both domestic and foreign, other services too numerous to list.
Composed professional letters to assist clients.
Personally responsible for maintaining relationships with 24 large corporations.
Maintained spreadsheets and quarterly reports for several clients to illustrate level of service provided.
Ensured proper sign-off obtained in accordance with the company credit grading policy.
Experience
10+ Years
Level
Senior
Education
GED
Client Service Officer Resume
Objective : Client Service Officer professional seeking to obtain a challenging position, which will allow me to utilize my technical knowledge while developing new professional experience. Over ten years of relevant work experience with a proven ability to effectively plan and implement, gather and analyze data, document key decisions, and findings, and communicate pertinent information to management as well as customers.
Skills : Microsoft Office, Salesforce, Confluence, Confluence, Google Docs, Google Docs, Sharepoint, Sharepoint, Jira, Google Sites, Google Sites, Frontpage, Frontpage.
Description :
Provided exemplary customer support as a primary contact for North American cash management clients.
Acted as a liason between clients and Bank's Operations for problem identification and resolution.
Maintained client satisfaction by responding to problems quickly through automated means, inquiries, and by use of client service desktop.
Participated with senior management and teammates on client calls.
Influenced the process of ensuring GTS transactions are executed in a timely and accurate manner.
Created weekly and monthly reports and presentations.
Experience
2-5 Years
Level
Executive
Education
BA
Client Service Officer Resume
Objective : To obtain employment in a possible Client Service Officer position where I can utilize my extensive knowledge and history in the medical administrative field.
Skills : PowerPoint, Lotus Notes.
Description :
Credited as an audit success contributor for designing databases to ensure compliance with internal standards.
Coordinated implementation of cash management and credit products using complex client contact systems requiring strict adherence to policies, time benchmarks and internal profitability standards.
Processed customer transactions, opened accounts, conducted follow-up activities while documenting requests, steps and results in client management system.
Consistently earned extremely satisfied survey results as primary contact for over 200 clients.
Selected as peer trainer and placed 2nd in national results for personal sales of new products.
Wrote promotional materials for a mail and cold-calling campaign with substantial new revenue earnings.
Planned and hosted successful customer appreciation events and represented company at trade conferences.
Experience
0-2 Years
Level
Entry Level
Education
GED
Client Service Officer Resume
Objective : Client Service Officer professional successful at building rapport and troubleshooting and handling customer support issues in a timely manner. I have education and experience in Mortgage to include Reverse Mortgage Sales and Loan Processing, Post-Close Review, Banking to include Treasury Management and Home Preservation (Loss Mitigation), Title Insurance, Life and Supplemental Insurance Sales, Medical Claims Coding and Processing, Customer Service, Accounts Payable and General Accounting positions as well as Business Administration.
Skills : Customer Service, Healthcare.
Description :
Serviced and resolved corporate customer migration issues with limited supervision.
Ensured a positive migration experience for each customer by walking them through detailed migration steps and ensuring all migration-related inquiries are answered quickly and accurately.
Provided consultative guidance and expert advice to clients on products, systems or process-related topics within the scope of the Welcome Center.
Proactively reached out to customers through the migration process to ensure they have received materials, understand the next steps, and are comfortable with the new products/processes.
Acted as a front line of support to inbound customer inquiries.
Identified complex problems, reviewed related information to evaluate options and implements solution with limited supervision.
Assisted relationship manager in managing a portfolio of $250M in assets for client accounts in Brazil and Ecuador.
Experience
2-5 Years
Level
Executive
Education
Bachelor Of Science In Management
Client Service Officer Resume
Headline : An accomplished background in customer service and call center operations. Developed positive relationships with management, department heads, commercial accounts, commercial leasing and employees in the middle market banking industry and cosmetic industry.
Skills : Greenbelt Certification, Project Mgmt.
Description :
Provided account management and client servicing for assigned large corporate and commercial clients with High revenue and specialized treasury products and services needs.
Managed, lead, and implemented client migrations and acquisitions during the Bank of America and NationsBank merger.
Consistently offered excellent service to exceed client's expectations and build strong relationships between clients and treasury sales.
Traveled to client's sites to provide and sell banking services and cash management products.
Researched, analyzed, and resolved various domestic and international cash management and depository products.
Trained new customer service representatives, coached, and mentored the new members into their new role.
Handled the service delivery of offshore partners in Mumbai, India.
Experience
5-7 Years
Level
Executive
Education
MS
Client Service Officer Resume
Summary : Motivated and reliable Client Service Officer professional with 15 years' experience providing outstanding customer service in English and Spanish. High performing and creative, and able to multi-task in a fast pace environment and relate easily to clients, staff, and colleagues. Seeking role of increased responsibility and room for advancement.
Developed solutions to customer and team member problems.
Ability to escalate issues appropriately, engaging the appropriate individuals and owning the issue to resolution.
Identified and resolved Client issues, acting as a liaison between the Client and bank operations, Sales Officers, Vendors and Relationship Managers to ensure the delivery of quality service.
Assisted monitoring team performance according to established standards.
Assisted in overseeing team recruitment, training, and development.
Collaborated with other Division Managers to create a consistent customer.
Controlled Room Operator.
Experience
7-10 Years
Level
Management
Education
Bachelor Of Science
Client Service Officer Resume
Headline : To obtain a fulfilling and rewarding position utilizing my customer service experience and call center knowledge. Skills Qualifications and Awards: Microsoft Office Suite: Word, Excel, and Outlook. Over 15 years of providing outstanding customer service. Bilingual in Spanish. Capable of handling multiple responsibilities in a fast paced environment. Able to think independently and quickly resolve problems. Exceeded monthly sales quotas. Employee of the month for 3 consecutive quarters for providing excellent customer service.
Skills : MS office, Operational Skills.
Description :
Received inbound calls from commercial banking customers.
Corrected errors on customer's accounts due to missing deposits or misapplied payments.
Executed wire transfers of funds.
Counted and balanced cash deposited in automated teller machines and night depository.
Supervised bookkeeping department, rented safe deposit boxes and sent out billing.
Responded to inquires via email regarding online channels, bill pay, reset online banking passwords.
Directly worked with customer to build relationships and satisfy their need through the sale of financial products and services.
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