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1
financial specialist
- Provide assistance for customers with their savings and checking account.
- Handling financial disputes and fraud transactions.
- Keep records of of customer interactions or transactions,
- Recording details of inquiries, complaints or comments, as well as actions taken.
- Validating that appropriate changes were made to resolve customer problems.
- Determine charges for service requested, collect deposits or payments or arrange for billing.
2
financial specialist
- Provide assistance for customers with their Chase credit card maintenance.
- Identifying financial disputes and fraud transactions
- Up selling of new credit cards.
- Resolve Customers’ service or billing complaints by performing activities such as recalculation of charges and transactions,refunding disputes and charges or adjusting bills.
3
financial specialist
- Provide assistance for customers with their savings and checking account maintenance.
- Handling financial disputes and fraud investigations.
- Keep records of customer interactions or transactions, recording details of inquiries, complaints and comments as well as actions taken.
- Check to ensure that appropriate changes were made to resolve the customers concern.
- Determine charges for services requested, collect deposits and payments.
- Obtain and examine all relevant information to assess validity of complaints and determine possible causes.
4
financial specialist
- · Managed schedules, organized office functions, and oversaw daily operations of office
- · Hired, trained, and on-boarded over new employees, providing initial support
- · Slashed office expenditures by negotiating for cheaper supply contracts, implementing inventory control, and standardizing ordering procedures
- ·
- · Prepared daily, weekly, and monthly reports, and updated calendar of appointments
- · Performed basic accounting functions including cash reconciliations and wire transfers
- · Discovered and rectified erroneous vendor billing, saving
5
financial specialist
- Provide assistance for customers with their credit card accounts.
- Identifying disputes and fraud
- Obtain and examine all relevant information to assess validity of complaints and determine possible causes.
- Budgeting and forecasting for operating expenses, with periodic variance analysis.
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