Financial Services Representative
CurrentServed as a front-line customer service representative, creating a welcoming environment and impression for the members through account service origination and maintenance as well as responding to customer inquiries by telephone and in person. •Assisted customers in opening and closing accounts including checking, savings, CDs and assessing Safe Deposit Boxes. •Cross-sold bank products and services based on customer banking needs, in accordance with the bank’s program standards.•Research disputes and resolve customer issues with accounts; liaised between other bank departments when necessary. •Evaluated customer requests for service charge refunds and processed necessary paperwork as necessary.