Customer Service Representative – Banking Resume

Drew Sterling

613 Harmony Lane

Pleasantville, CA 94511

(945) 513-1444


Career Profile

Customer Relations and Operations Manager with 15 years of experience in the financial services industry. Managing a series of management and administrative tasks for the needs of the company and with customers.

Work History

Doyle and Associates, Toronto, Ontario, Canada, 1999 – Present

Operations Manager / Customer Service

• Oversee administrative tasks such as answering and redirecting incoming calls, sorting and distributing mail and supplies.

• Conduct weekly staff meetings that describes the new services and to inform staff of procedural changes.

• Reliance to have security passwords, and combinations of opening / closing time. Authorized police officer in a prison, and opened branch.

• coordination of the goodwill of United Way fundraising campaign within the industry.

Global management concepts, Toronto, Ontario, Canada 1996 – 1999

Customer Relations Associate

• Meeting with prospective clients to refer to accounts, investments, loans and mortgages.

• Recognized as a service to convert customers to a multi-service customers.

• Evaluate, analyze, investigate and recommend solutions to credit customers.

• take mortgages, consumer loans and credit cards.

Global Management Concepts, Toronto, Ontario, Canada 1987 – 1996

Assistant Branch Manager

- Employed as assistant branch manager trainee and promoted to Assistant Branch Manager within a year.

- Development of the sales culture in the industry for the implementation of marketing activities and cross-selling.

- Development of a process of training new employees, including simplified procedures.

- Interviewed, hired and trained new staff to help facilitate the sector goals and objectives.

- Provision of staff training and guidance in product services and administration.

- Supervised all aspects of warehouse operation services.

Computers

Windows 98, Word, Word Perfect, Power Point, Excel, Lotus Smart Suite, data entry, Internet, E-mail

Education

Humber College, Toronto, Ontario, Canada 1987

BS, Business Administration Degree



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