Annuities Customer Service Representative Resume

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Contact Information:

• Full name
• Permanent residence addresses
• Contact phone number
• Email address

Career Objective:

Customer Service Representative providing customer service can add value to a customer-centric team

Work Experience:

Annuities Representative, Mercantile Bank, Jacksonville, FL 2005-Present

Responsibilities:

• Insurance accurate information on annuity products and investments, assist them with any needs or updates on policies and clarify any confusion that they might have.
• Accurately process various financial transactions; provide professional and immaculate service for clients while seeking out cross-selling opportunities, keep a consistent record of balance with cash drawer, two main cash vaults and general ledger for the bank; Schedule teller staff; solve customer discrepancies as well as find and correct teller errors.

Annuities Representative, Manulife Financial, Boston, Massachusetts, 2004 – 2004

Responsibilities:

• Maintain a professional demeanor at all times while assisting clients in the bank and over the telephone to whatever extent possible. The primary responsibility of a teller is to accurately process teller transactions and balance a cash drawer on a daily basis. Tellers are also required to provide legendary service while being able to uncover potential cross-selling opportunities.
• Accurately describe the various Mexican entrees to the customers and provide excellent customer service.

Education:

MBA: Advance certificate (finance)

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