Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.
Overview
4
4
years of professional experience
Work History
Personal Banking Associate
Bank of Montreal
08.2023 - 02.2024
Welcome and guides customers as they walk into the branch lobby and offers advice and guidance on available and self-service options with the goal of making it easy, simple, and fast to the bank
Assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice
Meet customers' transaction-based needs with seamless execution
Review customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs
Support operational activities (e.g
Inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities)
Act as a key member of a collaborative and versatile branch and market team
Probe to understand customer personal banking and credit card needs and integrate marketing promotions and programs into customers' conversations to provide strategic advice.
Service Rep/Service Officer
Bank of Montreal (International Wire Payments)
08.2022 - 07.2023
Repairing wire payments
Ensuring wire payments are processed with no process errors
Receiving payments in differing currencies and manually keying the funds into the correct currency in alignment with the customer's bank account
Working through their request queue with both speed and accuracy.
Fraud and Dispute Resolution Advisor
Concentrix Technologies, Canada - Rogers Bank Campaign
01.2021 - 05.2022
Conducting outbound, and handling inbound calls for credit card dispute or chargeback inquiries, and resolving issues efficiently or escalating where necessary
Monitoring, reviewing and verifying system flagged transactions and activities on an account to mitigate fraud and improve client experience
Initiating dispute to prevent loss due to fraud and deliver personalized solutions to meet immediate security checks
Educating clients on measures that can be put in place to prevent, detect and report fraudulent or suspicious activities on their accounts.
Client Advisor, financial services
01.2020 - 01.2021
Handled over 80 inbound client interaction per day and providing personalized, friendly and polite service to ensure client satisfaction and retention
Used my negotiation and sales skills, CRM Tools, and collaborated with the right department to provide wholistic service and retain dissatisfied clients who intend to cancel their account
Performed data analysis of clients' current service utilization to upsell, cross-sell or recommend special offers thereby increasing revenue Maintained consistently, a high level of competitive and product knowledge including evolving technology trends in the relevant product and service portfolio.
Education
Bachelor of Arts - Marketing
Pan African University College
01.2014
Skills
Strong analytical and project management skills combined with stellar customer service stemming from years of professional experience in customer service and commercial banking
Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Access, and Outlook), Lexis-Nexis and Dun & Bradstreet
Fluent in English and Ghanaian language (Fante)
Customer Service
Languages
English
Full Professional
Timeline
Personal Banking Associate
Bank of Montreal
08.2023 - 02.2024
Service Rep/Service Officer
Bank of Montreal (International Wire Payments)
08.2022 - 07.2023
Fraud and Dispute Resolution Advisor
Concentrix Technologies, Canada - Rogers Bank Campaign