Sales and Service Specialists are responsible for providing sales service support to the customers during the sales process. The major tasks executed and mentioned in the Sales and Service Specialist resume are – assisting and helping customers in resolving sales related services, providing real-time support, escalating issues to supervisors, updating records, checking accuracy of contracts, tracking sales and assisting in shipping, providing clerical support, following-up with prospective clients, acting as liaison between customers and outside sales and troubleshooting problems pertaining to customer account.
While a high school diploma is considered essential for this post, most of the hiring employers require previous experience in sales service related capacities. And other qualifications expected to be seen on the resumes are sales service experience, experience with ERP and CRM systems, and proficiency in MS Office suite, in-depth understanding of sales services and customer service practices and multitasking abilities.
Summary : Dynamic and friendly Sales and Service Specialist I with eleven years of experience in the Banking and Financial industry and passionate about providing outstanding customer service.
Skills : Bilingual Spanish And English, Sales And Service Specialist Working In Fast-paced Environments, Strong Organizational, Computer, And Interpersonal, Professional Training, New Accounts (Checking, Savings, Credit Cards, Certificate Of Deposit, Etc), IRA Accounts, Cross-Selling, Banking Services, Customer Relations.
Description :
Responsible for greeting, servicing and selling banking products to clients and performing teller transactions upon banking center’s specific needs.
Analyzed individual financial requirements for clients and provided personal assistance.
Ensured compliance with all security policies and procedures in all processes.
Performed cross-selling and consultative sales of financial products, maintaining up-to-date knowledge of banking services and products.
Coordinated with the appropriate specialist to serve the customers banking, small business, mortgage and investment needs.
Skilled in all aspects of cash handling, issuing money orders, cashing checks, cross-selling banking products and services, and related duties.
Articulated and persuasive in negotiating terms and security funding.
Multitasking, demonstrated through extensive customer service, answering multi-line phones, preparing reports and paperwork, and positive interaction with individuals at all levels.
Experience
10+ Years
Level
Management
Education
Associates
Sales And Service Specialist III Resume
Summary : Sales And Service Specialist III with 20 years of experience is looking to obtain a continuously challenging position that best utilizes my proven work experience, education, and skills in a customer-oriented organization.
Skills : Excellent Communication, Customer Service, Exceptional Leadership, And Organizational, Time Management Certification, Mass Communications, Web Design, Fundraising
Description :
Provided assistance to the public in complying with federal regulations of the postal service and other federal agencies.
Answered questions pertaining to mail regulations, procedures, postage rates, and delivery.
Assisted customers in selecting products that made it easier for them to deliver their packages on time and without damage.
Prepared mail dispatch orders, check for completeness, accuracy, or conformance to standards of dispatch time and date.
Selected as a backup supervisor (204b) to fill in during the absence of the supervisor.
Utilized a computerized point of sale system for processing customer purchases and returns, accepting and delivering packages and accountable mail.
Issued and cashed foreign and domestic postal money orders.
Sorted all incoming and outgoing mail according to type and destination.
Processed incoming and outgoing packages from services such as United Parcel Service, Federal Express, Amazon, and DHL.
Responsible for performing audits to maintain accountability of boxing section.
Processed passports ensuring government requirements were met or reported.
Received, registered, and referred for investigation complaints regarding mail theft, delivery, lost mail, and damaged mail.
Experience
10+ Years
Level
Consultant
Education
Business Administration
Sales And Service Specialist IV Resume
Summary : Seasoned Sales And Service Specialist IV in the insurance industry for nearly 30 years. I have a history of surpassing customer expectations as well as leveraging consultative-sales strengths to identify opportunities and nurture relationships. My combined experience both inside the corporate environment and in the sales force gives me a unique approach and ability to navigate challenges to accomplish goals.
Skills : Fluent In Both Spanish And English, Customer Service Experience, Administrative Specialist, Excellent Oral And Written Communication, Able To Work As A Team Member, Problem Solving, Sales Goal Orientated, Cash Handling, Develop Business Relationship And Deepen Both New And Current Customers, Fast Learner, 10 Keyboard Trained, Professional Phone Etiquette
Description :
Developing leads, scheduling appointments, identifying customer needs, and market appropriate products and services.
Establishing customer relationships and following up with customers, as needed.
Providing prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
Writing and servicing the State Farm Insurance Life, health, and PC products.
Selling State Farm bank loan and deposit products. Increased business through sales, soliciting referrals and preserving the book of business.
Obtained LH and PC licensing, maintained CE credits to continue licensing through classes and internetwork.
Maintaining relationships with customers to better serve their insurance and financial needs.
Working with the agencies across the country to transition state farm customers insurance needs through moves.
Experience
10+ Years
Level
Consultant
Education
Certification
Sales And Service Specialist Resume
Summary : Sales And Service Specialist with 10+ years of experience in Finance domain. I possess excellent communication skills and attention to detail. I also have a terrific work ethic and an exemplary attendance record.
Skills : Graphics Design, Adobe Creative Suite, Microsoft Office Suite, Mass Communications, Web Design, Fundraising, Microsoft Office, Customer Service, Supervisor, Banking, Computer, Data Entry
Description :
Responsible for greeting, servicing and selling to customers in the lobby and occasionally performing teller transactions.
Functioning as a consumer and small business advisor and seller.
Establishing, retaining and deepening relationships with consumer and small business branch customers and potential customers to achieve team sales goals and providing quality customer service as a trusted advisor.
Assisting in the training and development of the associates in my center is also a priority.
Weekly outbound calling and following-up connections are made to ensure customer satisfaction and deepen and retain relationships.
Resolving complex service issues or referring to appropriate associates to guarantee customer satisfaction and retention.
Fostering an "every customer, every time" work ethic that leads me to do a relationship review with as many new and existing customers as possible, always being respectful of the customers time.
Providing proactive sales solutions for basic products to meet the needs of small business and consumer customers.
Visiting local businesses to meet and get to know business owners and offering bank products is a weekly event.
Experience
10+ Years
Level
Management
Education
College
Sales And Service Specialist Resume
Summary : Sales And Service Specialist with 11 years of experience skilled at learning new concepts quickly and working well under pressure. Communicating ideas clearly and effectively. Strong customer service, administrative and finance background combined with excellent communication skills. Demonstrated achiever with leading successful teams, managing day to day business practices, and exceptional knowledge of servicing the customer.
Skills : Microsoft Office, Administrative, Customer Service, Leadership And Medical Knowledge, Microsoft Office, Customer Service, Supervisor, Banking, Computer, Data Entry, Sap, Lotus Notes, Microsoft Office Suite, Customer Service, Data Entry, Administrative Duties
Description :
Demonstrated proficiencies in telephone and front-desk receptions within a high-volume environment.
Calmed upset/angry customers researched and rapidly solved complex problems and rebuilt client trust to prevent the loss of accounts.
Managed large amounts of currency in the branch (ordering, shipping, and balancing).
Provided customers with detailed information on accounts and deepening customers relationships with cross-selling opportunities.
Assisted other team members as needed with overrides, technical support, and training of new associates.
Earned excellent marks on performance reviews, with citations for excellence in areas including work volume, accuracy, and quality.
Demonstrating the ability to learn and master new concepts, positive work ethic; and commitment to providing unsurpassed service.
Provided excellent customer service by greeting and making sure customers needs are meet (problem resolution, quoting rates and giving product knowledge).
Experience
10+ Years
Level
Management
Education
Associates
Sales And Service Specialist Resume
Objective : Sales And Service Specialist. Accomplished, energetic, goal-oriented professional with a unique blend of technical engineering expertise and a proven track record of sales success. A quick study with a demonstrated record of results in a variety of roles and industries including medical, industrial, oil & gas, HSE and chemical process systems, electronics and high technology software set-up instrumentation and repair.
Providing basic sales and service support to customers as well as handling service requests and problem resolution.
Adapting to a different role to better serve my clients and create an excellent customer experience.
Establishing, retaining, and deepening the relationships with banking center customers to achieve personal performance goals and provide quality customer service.
Providing the basic banking products while referring the more complex request to a specialist with a more in-depth expertise.
Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.
Providing customer services via e-mail and phone.
Interacting with business-related agencies such as suppliers, and the tracking companies like Ups and FedEx, an insurance agency.
Scheduling and attending the monthly off-site bank events with bank information and account opening.
Experience
2-5 Years
Level
Junior
Education
MS
Senior Sales And Service Specialist Resume
Summary : A reliable, loyal, motivated, self-starting, Senior Sales And Service Specialist with 7 plus years of experience with a management yet adaptable mindset. A few of my strengths consist of the following team building/ player with the ability to quickly learn, implement and master new policies, concepts, and skills. The highlights of my career consist of the following, ten years of sales, finance, management and customer service skills combined.
Skills : Cash/check Handing, Using Computers And Maintenance Upkeep, Operating Printers, Scanner, Fax, Multi-office Phone Lines, And 10 Digit Key Calculators, Microsoft Programs, Excel, Windows Programs, Skype, Gmail, Outlook.
Description :
Oversaw and managed the promotion of products and services, including opening and closing of customer accounts and working directly with clients.
Greeted customers, responding to questions and or complaints. Improved engagement with merchandise and providing outstanding customer service.
Operated cash registers, managed financial transactions, and balanced drawers.
Increased in-store sales. Superior product knowledge. Maintaining an orderly appearance throughout the sales floor. Introducing promotions and opportunities to customers.
Developed a relationship with customers throughout the community.
Responsible for the activities involved in the creation of an illustrated catalog for items to be featured in an online auction.
Pre-auction activities included preparing the items to be sold, writing the catalog descriptions, photographing the items and the proofing of the catalog prior to publication.
Post-auction activities included the assisting of buyers in the pickup of their successful bid items.
Experience
7-10 Years
Level
Senior
Education
College
Sales And Service Specialist Resume
Summary : A team playing Sales And Service Specialist dedicated to achieving 100% Quality Customer Experience, while upholding the Highest of Standards and delivering a Human Experience.
Skills : Microsoft Office Suite, Infinity, Internet/ Research Savvy, Work Well Independently And As A Team Player, Excellent Verbal/ Written, Excellent Phone, Meticulous Attention To Details And A Self-Starter, Organize Branch Meetings And Outings
Description :
Informed and referred customers to products and services to help them achieve their financial goals meeting 100% of expectations.
Performed teller duties maintaining 100% balancing accuracy and integrity.
Adherence to all bank and government regulated policy and procedures with thorough knowledge.
Interviewed customers to obtain information needed for opening accounts or submitting loan applications.
Investigated and corrected errors upon customers request, according to customer and bank records.
Executed wire transfers of funds and foreign currency exchange transactions.
Kept records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions, are taken.
Checked to ensure that appropriate changes were made to resolve customers problems.
Conferred with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Experience
10+ Years
Level
Consultant
Education
Associates
Sales And Service Specialist Resume
Headline : Sales And Service Specialist with 5 years of experience in the Finance domain. To obtain a position as a team player within a success is driven and people oriented organization where I can maximize my customer service and sales skills to achieve corporate goals.
Skills : Microsoft Office, Data Entry, Customer Service, Telecommunications, Communications, Process Improvement, Employee Supervision, Operations Management, Business Development, Employee Supervision
Description :
Provided optimal customer service by accurately identifying customer financial needs while evaluating, responding to, and resolving customer inquiries/complaints about products and services within the bank.
Worked closely with bankers and all partners to strategize and set game plans to ensure we were not just meeting and exceeding our each individual sales goals and referrals but also goals as a banking center and market.
Seamlessly managed complex and challenging tasks in all roles within the bank from Teller, TOS, Banker, Supervisor while delivering exceptional results that impact bottom line profitability and functionality.
Helped build a team-oriented atmosphere by motivating and working closely with co-workers to meet daily goals.
Completed daily tasks and overcame any complex transaction or situation to ensure a “one team” mindset.
Helped manage and is solely responsible for many areas within audit/my tasks. Such as safe deposit box responsibilities, customer authentications.
Problem solved issues and uncover customer needs while creating interest in new products or services.
Experience
5-7 Years
Level
Executive
Education
College
Sales And Service Specialist Resume
Summary : Motivated Sales And Service Specialist successful at cross-selling products and services. Hardworking and outgoing team member versed in cash handling processes and management principles. Possesses a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions.
Skills : Cash Handling Expertise, Strong Client Relations Savvy, Relationship-builder, Extremely Organized, Goal-orientated, Practices Due Diligence, Self-sufficient, Highly Motivated, Dependable, Exceptional Time Management, Multiple Seller Awards, Excellent Communication, High Level Of Accuracy
Description :
Responsible for providing a positive customer experience that leads to improved satisfaction and sales.
Processing transactions accurately and efficiently in a fast-paced environment.
Responsible for achieving sales goals while maintaining high-level customer satisfaction.
Reconciling the cash vault on a daily basis, received numerous awards for 100% balancing and account opening accuracy.
Executing the domestic and international wires, verifying the sufficiency of funds, ensuring the proper documentation.
Opening personal and business accounts and providing information on the available accounts features, benefits and fees.
Researching transactions and analyzes account balances, handling the customer's inquiries and special requests, and resolving the problems.
Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.
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