A Service Transaction Specialist is a professional who takes charge of all transactions that take place in a business organisation. The job duties mentioned on the Service Transaction Specialist Resume are – processing requests from online, retail, and business customers in a timely and efficient manner; identifying problems with customer orders and creating necessary solutions, taking a lead role in tracking back orders and other problematic orders and successfully solving each one, acting as a lead liaison between external customers and customer service, product management, warehouse, and other internal business groups; and recognising and responding to cross-selling opportunities.
Those seeking this job role should mention on the resume the following skills – proficiency in Excel to create reports, advanced critical thinking abilities, advanced problem-solving skills, advanced communication skills, and solving customer problems promptly, and accurately. One must be qualified to a high school diploma or GED level to enter into the profession.
Headline : To secure a challenging Service Transaction Specialist position with advancement potential and where the knowledge of a variety of skills is desirable and encouraged.
Provided both teller and platform services that included but not limited to: Platform side - Opening and closing checking, and savings accounts.
Provided excellent face to face and over the phone customer service to customers and potential customers, maintained relationship with customers, started new relationships with potential customers, ordered checks, took care of any issues customers may have with their account(s) Opened and closed safe deposit boxes.
Answered questions regarding interest rates and loans.
Acted as back up branch manager when manager was out of the office.
Received checking and savings deposits.
Verified cash and endorsements receive proper identification for cash back and issued receipts of deposit.
Examined checks deposited and determine proper funds availability based on regulation requirements and complete hold notices.
Experience
5-7 Years
Level
Executive
Education
GED
Service Transaction Specialist Resume
Summary : Service Transaction Specialist is responsible for Processing orders and shipments, Providing excellent customer service to customers, and also Quickly resolving any issues that arise during the transaction process, Ensuring orders are delivered on time to customers, Maintaining a high level of accuracy in order to deliver exceptional customer service.
Promptly processed consumer and business transactions in an accurate and efficient manner with unmatched customer service.
Followed bank policies, procedures, and security guidelines while maintaining an awareness of updated policies and procedures.
Effectively addressed customer service issues.
Participated with the financial center team members to consistently meet or exceed customer service and sales goals.
Demonstrated product/service knowledge on alternative delivery channels while proactively educating customers.
Met or exceeded sales goals and referrals to current customers while also generating new personal customers and businesses.
Successfully exceeded customer service goals monthly.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Service Transaction Specialist Resume
Summary : To continue my career growth in the banking industry by channelling 12 years of operational experience to advocate the standard of excellence surrounding risk management and process by coaching teams to both internal and external regulatory success.
Skills : Microsoft, Quick books, Data Entry, Billing, Customer Service, Internet, Word.
Description :
Anticipated and recognized customer issues, complaints, and/or problems and facilitated issue resolution as well as managed and completed walk-in or telephone customer service requests.
Processed customer and branch mail.
Maintained and updated knowledge of customer-service policies, procedures, and products.
Uncovered customer needs outside of immediate transactions and successfully transitioned customers to appropriate sources or channels to address any of their additional banking or financial needs.
Improved and enhanced customer satisfaction and branch profitability.
Supported platform employees in basic sales and customer education processes.
Provided teller transaction quality and efficiency to customers who prefer face-to-face interaction.
Experience
10+ Years
Level
Senior
Education
Bachelors
Service Transaction Specialist Resume
Objective : Service Transaction Specialist is responsible for Managing customer support through email, phone calls, and in-person visits, Conducting regular checks on the software application and configuration settings to maintain quality standards, Maintaining high levels of customer satisfaction by anticipating and resolving issues, troubleshooting product or service issues, and coordinating with other departments.
Skills : Business Management, Policy Management.
Description :
Opened new accounts (checking, savings, term and retirement accounts).
Closed accounts and performed daily maintenance on accounts.
Ordered checks.
Served as Vault custodian (ordered cash and prepared shipments).
Served as ATM custodian and commercial depository custodian.
Assisted with multiple audits in the financial center Providing excellent customer service.
Compiled a perfect policy violation record for every month.
Experience
2-5 Years
Level
Executive
Education
Bachelors
Service Transaction Specialist Resume
Headline : To obtain a lead position working independently in a high pace customer service facility. To utilise my excellent interpersonal skills in a well structured environment, Utilising my intense ability to adapt to any situation while having a deep passion to assist and educate others, I am a perfect fit for a company that is growing or already established.
Skills : Planning Skills, Accounting, Service Management.
Description :
Responsible for managing customer issues, following up on customer leads.
Assisted Financial Center Manager, Teller Manager, and Tellers with their duties.
Managed customer account details - including account transactions.
Responsible for daily reconciliation of all cash flow and meeting monthly sales goals.
Coordinated all training for new bank tellers.
Acted as liaison between various bank departments and monitored incoming/ outgoing correspondence.
Performed account servicing and maintenance.
Experience
5-7 Years
Level
Junior
Education
B.S. In Business Administration
Service Transaction Specialist Resume
Headline : Service Transaction Specialist is responsible for Developing processes for billing, collections, and collections management, Developing processes for account management, including credit score monitoring, Conducting annual review of all key accounts, and also Conducting regular account reviews to assess satisfaction levels, Creating a monthly report on key metrics.
Skills : Developing Skills, Reviewing Skills, MS office.
Description :
Ordered checks, ATM or Debit cards for customers.
Updated customers' personal information.
Established and maintained customer relationships.
Made sales' referrals to other bank partners.
Delivered an exceptional customer experience with a key driver score of 6.97 out of 7 on weekly Gallup Survey for almost 3 years in a row.
Assisted customers with questions, concerns and account maintenance.
Recognised cross-selling opportunities through service interactions.
Experience
5-7 Years
Level
Executive
Education
Associate's
Service Transaction Specialist Resume
Headline : An innovative, dependable, competent, administrator with experience in the Financial Industry as well is medical field. Demonstrates expertise in leadership and customer service. Proven track record in account management and analyzing. Has good telephone etiquette, great communication, interpersonal and organizational skills.
Skills : Organisational Skills, Analysing Skills.
Description :
Reached monthly sales goals through accessing customer's needs.
Maintained updated knowledge of customer services policies and procedures and product capabilities.
Assisted in sales of products and services, including opening of new accounts.
Developed customer satisfaction strategies for teammates.
Cash checked verify endorsement and I.D.
Identified counterfeit currency.
Cross sold bank products and services.
Experience
5-7 Years
Level
Management
Education
Diploma In Education
Service Transaction Specialist Resume
Objective : Service Transaction Specialist is responsible for Developing and maintaining a service network strategy, and also Communicating with key clients to develop new business opportunities, Managing the growth of the company's service network, and also Developing processes for customer service and complaint handling.
Responsible for the efficiency of the teller area, coaching, training, and customer support, cross-selling banking products.
Processed savings withdrawals.
Developed and executed a call strategy that meets both sales and service objectives.
Managed the customer experience during each phase of the customer journey including pre-sales, sales, post-sales, and customer service.
Developed an inbound call strategy that leads to revenue opportunities.
Established sales goals for specific channels in order to meet revenue targets.
Provided coaching and feedback to team members on their performance.
Experience
2-5 Years
Level
Junior
Education
Bachelors Of Arts In English
Service Transaction Specialist Resume
Headline : Service Transaction Specialist is responsible for Conducting a sales call with the customer to gather information, Negotiating terms and agreements with customers in order to close deals, and also Finalising a sale by coordinating with other departments to complete on time, Collecting payments from customers in order to maintain cash flow.
Skills : Revenue Management, MS Office.
Description :
Provided leadership by mentoring team members.
Promoted productivity through effective management of resources.
Provided a high level of customer service to clients.
Established an effective rapport with customers.
Maximized revenue by understanding and addressing customer needs.
Taken ownership of the entire sales cycle, including prospecting, qualifying, closing, follow up, etc.
Executed all sales related tasks as assigned by the manager.
Experience
5-7 Years
Level
Executive
Education
GED
Service Transaction Specialist Resume
Objective : Service Transaction Specialist with 4+ years of experience in Answering customer service calls in a friendly and professional manner, Ensuring all customers are comfortable with the team member they are speaking to, Escalating to appropriate teams when necessary, Monitoring key metrics and KPIs to ensure they are meeting or exceeding department goals.
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