A Telephone Banking Representative includes handling bank transfers, accepting deposits, answering banking or finance related questions, and completing transactions. Typical work activities associated with the post are listed on the Telephone Banking Representative Resume as – working online through telephone, and face-to-face with clients; answering questions about account types and banking products, checking on the status of customer accounts and tracking checks and payments, reviewing and explaining account charges, assisting banking customers who are victims of frauds, theft, and identity theft; and assisting with addressing changes.
Eligible applicants should have at least a high school diploma or its equivalent and are trained for this position on the job. Those who hope to move into other areas of the banking industry will usually need at least a bachelor’s degree.
Summary : As a Telephone Banking Representative, responsible for Providing customer service via telephone (including direct after hours calls) or online chat with high volume customers, Establishing client relationships with existing clients by providing value during call center hours, Conducting onsite interviews with potential clients prior to their visit to a branch office, Supporting branch office operations such as inventory management, accounting, etc.
Led a team of customer service representatives to increase service center profitability.
Worked with and directly oversaw training operations in new call center environment overseas for extended period.
Provided accurate and appropriate information in response to customer inquiries.
Called upon to fill roles in call center training, management, and process overview.
Exceeded corporate target for customer satisfaction for 14 months in a row.
Exceeded monthly goals by successfully handling more than 250 calls per week.
Maintained 95% percentile for call efficiency for 36 months in a row.
Experience
10+ Years
Level
Senior
Education
MS
Telephone Banking Representative Resume
Summary : Telephone Banking Representative with 13 years experience, 10 years in the finance division of a major Global Bank. Developed several databases and reports used for daily senior level reporting and monthly close process. Utilises leadership, communication, and interpersonal skills to develop and guide team members.
Skills : Home Health Aide, Warehouse, Microsoft Office, Word Processing.
Description :
Talked to customers about checking , savings , credit card accounts.
Gave them knowledge about the service that we provide.
Managed a heavy call volume of 50 to 100 calls a day.
Assisted with and resolved all Pay-By-Phone inquiries.
Placed stop payments.
Taught me about financial institutions and the prospect of of the business.
Maintained 90% percentile for chat efficiency for 10 months in a row.
Experience
10+ Years
Level
Senior
Education
Associates In Business Administration
Telephone Banking Representative Resume
Headline : Telephone Banking Representative is responsible for Providing training to all customer service agents, including telemarketing, remote conferencing, and web-based training, Training all sales representatives in advance of their presentation to customers, Developing a dedicated sales force through hiring, training, and retaining top talent, Assessing each department to determine what skill sets are needed for the business unit, Managing a strong client base through consistency in product offerings and service levels to meet customer needs.
Skills : Strategic Communications, Executive Communications, Leadership Branding, Media Relations, Strong Writing , Team Management, Multiple Projects, New Business Development, Account Management, Detailed Oriented, Project Management, Social Media.
Description :
Educated customers on operating channels like automated systems, and online banking.
Solved issues to customer inquires in an effective manner.
Handled financial transactions, payments, and transfers.
Provided assistance with online accounts/password assistance.
Educated customer on polices and regulations to maintain accounts.
Maintained quality control/satisfaction records, constantly seeking new ways to improve customer services.
Responsible for all banking related issues.
Experience
5-7 Years
Level
Executive
Education
Associate Of Science In Real Estate
Telephone Banking Representative Resume
Summary : Hard-working business Telephone Banking Representative professional with comprehensive knowledge of office procedures, 15 years. Detail-oriented team player able to thrive in fast-paced environments. Excellent interpersonal skills from experience working in customer-centred organisations. Superior oral and written communication skills.
Skills : Patient Education And Scheduling, Insurance Verification,.
Answered all customers inquires and concerns in a professional timely manner.
Performed opening / closing of banking accounts and loans.
Conducted wire transfers Domestic and International.
Cross- Sell banking accounts to new and existing customers.
Trained / cross trained new employees.
Reviewed NICE daily for my team mate's customer satisfaction surveys.
Experience
10+ Years
Level
Senior
Education
GED
Telephone Banking Representative Resume
Summary : More than 10 years' successful experience in customer service/technical support with recognised strengths in account maintenance, problem-solving and trouble-shooting, sales staff support, and planning/implementing proactive procedures to avoid issues. Excellent computer software knowledge using both IBM and Mac systems; Microsoft Excel, Word-perfect, Power Point, and Microsoft Word. Ability to train, motivate; supervise customer service/technical support associates. Conduct audits and variance analyses, and maintain/update accurate inventories.
Skills : Assembly, Loading, Unloading, Packing, Inspection, Stocking, Deep Cleaning, Communication Skills, Verbal , And Typing.
Description :
Solved issues and respond to customer inquires in an effective manner.
Provided assistance with unlocking online accounts/password assistants.
Educated customers on polices and regulations to maintain accounts.
Maintained quality control/satisfaction records, constantly seeking new ways to improve customer service.
Provided 100% servicing including account maintenance, research, customer follow-ups and online support with Chase.
Provided excellent guest service to both internal and external guests.
Actively supported the company culture of creating a fun and entertaining experience for internal and external guests.
Experience
10+ Years
Level
Senior
Education
Associate Of Science In Real Estate
Telephone Banking Representative Resume
Headline : A dedicated individual who has an ambition to succeed in any given environment. I will bring vital experience, ideas and a good work ethic along with me. I look forward to meeting with you to discuss detail my career objectives. I am seeking professional position with the potential for upward mobility within the company.
Used Empathy, leadership, build lasting relationships.
Resolved issues relating to customer accounts and products and recommend best course of action to the customer.
Analysed calls through NICE to confirm disclosures were being read verbatim in regards to Chase Debit Card Coverage and Overdraft Protection.
Audited other representatives postings.
Troubleshoot and solved all debit card, fraudulent problems to include site issues, solving customer issues via phone, letters, and emails.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Telephone Banking Representative Resume
Objective : Highly motivated Trainer knowledgeable about theories and methods used in designing, developing and delivering successful training programs and adult learning concepts. Dependable and resourceful professional adept at organising and facilitating management and team building training programs.
Skills : Microsoft Package, Customer Service.
Description :
Implemented successful training modules to assist employees production.
Learned Collection department, and credit card department to assist other departments when needed quick and efficient using proprietary software using several programs and computer navigation as needed.
Assisted customers who called in about their bank accounts.
Reported claims on accounts with fraudulent activities.
Directed all telemarketing calls to a specific account or group of accounts with a call center team member(s).
Answered the call in a friendly, professional manner; try to prioritise calls based on priority and importance of the customer's request.
Provided information regarding the bank's products and services to the caller.
Experience
2-5 Years
Level
Executive
Education
Associates In Art Of Accounting
Telephone Banking Representative Resume
Summary : Dedicated Telephone Banking Representative professional with over 7 years of experience as a Senior Service Specialist and Customer Service Representative. Energetic with strong team building skills and a focus on customer satisfaction. Perceived as a highly positive, accountable, motivated and committed team player. Recognised by senior management for customer satisfaction surveys, perfect attendance, and scheduled adherence. Areas of Expertise Committed Accountable Organised Collaborative Conflict Resolution Troubleshooting Research Time Management Leadership.
Skills : Customer Service, Multi Tasking, Documentation Skills.
Description :
Responsible for answering questions regarding accounts Conducted money transfers over the phone Changed addresses and or phone numbers Cancelled lost/.
Answered questions regarding accounts, service options and product availability.
Provided information regarding products that are not available for sale at this time (such as loans) or that have been discontinued; provide as much detail as possible about what is still available at this time.
Provided information regarding other banking products such as mortgage loans, credit cards, insurance products etc. during a call.
Answered questions about account opening.
Answered the phone and take telephone orders.
Provided outstanding customer service at all times.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Telephone Banking Representative Resume
Summary : Self-motivated Telephone Banking Representative professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-faced environments. Highlights Exceptional customer service, good phone skills, MS Office proficient, Excel proficient, strong seance Of banking ethics.
Skills : Data Entry, Call center, Research, Negotiation, Processing check request.
Description :
Ensured accurate account information is entered in CRM systems; track account activity; respond to inquiries from customers and internal contacts via phone, email or web forms; call management system (CMS) administration; manage hardware inventory.
Worked with internal teams to ensure that all software updates are applied to all systems in a timely manner.
Provided support for billing (billing & payment) issues, including but not limited to: follow up on credit card statements, credit limit adjustments, etc., as well as resolving billing disputes.
Worked with other departments/departments to resolve billing issues.
Personalised services to each client with a sense of urgency.
Enabled clients to manage their money without the need for high-pressure sales tactics.
Identified opportunities to meet company goals through a variety of promotional activities including product launches, trade shows and events.
Experience
7-10 Years
Level
Management
Education
Associate Of Arts In Liberal Arts
Telephone Banking Representative Resume
Summary : Telephone Banking Representative is responsible for Hiring new customers with minimal training on the product and onboard them as quickly as possible, Ensuring all transactions are completed within the required time frame, Ensuring that all customer issues are resolved promptly by contacting telephone banking representatives with customer issues or concerns that require immediate attention, Communicating with customers during business hours regarding their account status and any changes to their current account information or preferences (e.g., new phone number).
Skills : Excel, Microsoft Office, Banking.
Description :
Provided customer service through telephone calls or meetings over the telephone or via email.
Managed all account types (e.g., savings/checking/investment/retirement) with a focus on reducing fees associated with these accounts.
Ensured all billing requirements are met, including payment of late fees.
Ensured all customer service requirements are met, including answering the phone, verifying account information and providing customer service.
Ensured that all required documentation is available prior to each call.
Provided assistance with billing questions and problems with automated systems.
Performed other duties as assigned by the calling agent supervisor or manager.
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