Customer service representative (banking) CV template

1. Drew Sterling
604 Harmony Lane
Pleasantville, CA 94588
(925) 555-1234
CAREER PROFILE
Customer relations and operations manager with 15 years experience in the financial services industry. Handle a
variety of managerial and administrative duties to meet the needs of the company and customers.
CAREER HISTORY
Doyle and Associates,Toronto,Ontario, Canada 1999 - Present
Operations Manager/Customer Service Representative
• Oversee administrative duties such as answering and re-directing incoming calls, sort and distribute mail, and
order supplies.
• Lead weekly staff meetings outlining new services and informing staff of procedural changes.
• Trusted to possesssecurity passwords,and combinations to open/close vault. Authorized lockup officer and
branch opener.
• Demonstrated good will by coordinating United Way fundraising campaign within branch.
World Management Concepts, Toronto,Ontario, Canada 1996 - 1999
Customer Relations Associate
• Meet with prospective customers to refer accounts,investments,loans and mortgages.
• Recognized for converting single service customers into multi-service customers.
• Assess,analyze, investigate and recommend credit alternatives to clients.
• Underwrite residential mortgage loans, consumer loans and credit cards.
World Management Concepts, Toronto,Ontario, Canada 1987 - 1996
Assistant Branch Manager
- Recruited as Assistant Branch ManagerTrainee, and promoted to Assistant Branch Managerwithin one year.
- Developed sales culture within branch by implementing marketing and cross -selling activities.
- Devised a training procedure for new hires, which streamlined procedures.
- Interviewed, hired and coached new employees to help facilitate branch goals and objectives.
- Provided staff training and guidance in product services and administration.
- Supervised all aspects ofDeposit Services Operation.
COMPUTERS
Windows 98 , Word, Word Perfect, Power Point, Excel, Lotus Smart Suite, Data Entry, Internet, E-mail
EDUCATION
Humber College, Toronto, Ontario, Canada 1987
B.S., Business Administration Diploma