Banking customer service adviser resume

This free sample resume for a banking customer service adviser has an accompanying banking customer service adviser sample cover letter and to help you put together a winning job application.

Jade Cheng

55 Taylor Road
Andotown WA 4087
M: 0400 000 000
H: 07 2222 2222
E: jade.cheng@example.com


Objective

I am an efficient customer-focused professional seeking an opportunity where I can use my excellent customer service skills, outstanding communication skills and knowledge of banking systems and products to help solve customers’ banking issues.


Education

University of Andotown
Perth WA
Bachelor of Liberal Studies
Graduated: 2006

 

Andotown High School 
Perth WA
Higher School Certificate
Graduated: 2002

 


Employment History

March 2008 – Present: Service Adviser
Cockatoo Bank
Perth WA




Responsibilities

  • Service customer enquiries, determine customer needs and provide solutions with regards to their banking requirements
  • Educate customers on product options and technology issues
  • Manage customer and bank privacy
  • Manage and pass on customer feedback
  • Effectively use a variety of computer programs to access customer details and databases, and research options
  • Data entry
  • Continual awareness of compliance requirements – OH&S and risk management

Achievements

  • Customer Service Award, 4th quarter 2008
  • Vice President of the Bank Social Club – coordinated the annual company barbecue with 120 people attending, as well as team sporting activities
  • Selected to help coach new recruits
August 2007 – March 2008: Bank Teller
Parrot Bank
Perth WA




Responsibilities

  • Served customers efficiently
  • Processed transactions
  • Cash handling and balancing with zero errors
  • Advised and educated customers about their options
  • Used a variety of computer programs and applications
  • Worked in a team to achieve targets and positive outcomes for customers and the bank

Achievements

  • Formally commended for excellent service
  • Made suggestions for customer feedback processes which were taken up by management
December 2006 – August 2007: Customer Service and Sales
Hemmingway Insurance
Perth WA




Responsibilities

  • Answered incoming customer service enquiries and advised customers
  • Made outgoing sales calls to encourage existing customers to upgrade
  • Used a variety of computer programs and applications
  • Operated within a team to reach targets
  • Assisted with coaching new staff members

Achievements

  • Certificate for excellent sales results
  • Selected to help coach new recruits
June 2006 – December 2006: Customer Service Representative
Pinkberry Internet Service Provider
Perth WA




Responsibilities

  • Answered incoming customer service enquiries and advised customers
  • Used a variety of computer programs and applications
  • Provided basic technical guidance
  • Referred customers to appropriate specialist departments

Achievements

  • Promoted from outgoing to incoming calls department

Qualifications/Certifications

2006 – AFSL (Australian Financial Services) Tier 2 Accreditation, Andotown Training Institute, Perth WA
2005 – Insurance Accreditation, Andotown Training Institute, Perth WA


Skills

Category Name Proficiency Yrs experience Last used
Computer Microsoft Office – Word, Excel, PowerPoint Advanced 10 Use currently
Computer Internet Explorer Advanced 10 Use currently
Language Mandarin Fluent 20 Use currently
Language Cantonese Conversational 12 Last year

 


Interests

Latin dancing
Bushwalking
News, current affairs and technology
Languages


References

Ross Geneva - Branch Manager
Cockatoo Bank
Email: ross.geneva@email.com
Phone: 07 0000 0000
Melinda Ethiope - HR Coordinator
Parrot Bank
Email: Melinda@example.com
Phone: 07 0000 0000

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