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financial customer service representative

  • Activate the customers card and gather information for safety purposes.
  • Review the customer’s transaction and file a dispute explaining the terms and conditions.
  • Ordering new cards and process the shipping information.
  • Transfer funds to another account and mailing the billing statement. 

financial customer service representative

  • Responded to inbound calls and live chats on a range of member requests while accessing accounts and explaining bank policy and procedures.
  • Followed account verification techniques and utilized multiple banking software systems to process loans.
  •  I received the Prism award in 2014 for providing exceptional customer service to our members.