With over 10+ years of Customer service, I have learned a variety of skills that have helped me accomplish as well as work through any challenges presented. I have several years working with computers, both with technical support as well as building them during my spare time. I have always worked toward a career in finances, as well as supporting people online. I believe that with these skills, I would make for a effective Financial Advisor!
Perform daily banking transactions for clients, while also assisting those who may struggle with tasks such as online banking. Maintaining an accurate record of funds and ensuring the branch is balanced at the end of the day. Organizing files and uploading them to the proper profile and category, including accurate and detailed notes. Keeping a watchful eye for fraud and the ability to verify clients details to make sure their information is safe.
Assisting customers in finding the best solutions for what their situation may require, whether it's technical support, finding an appropriate mobile plan or information. Another task is keeping a presentable work environment, with things like ongoing deals, future plans and any special occasions related to the store on display.