Summary
Overview
Work History
Education
Skills
Timeline
Generic

Vicki Baas

San Bernardino

Summary

Dynamic customer service professional with extensive experience at Citizens Business Bank, excelling in payment processing and active listening. Proven track record of resolving customer issues with empathy, enhancing satisfaction and loyalty. Skilled in data entry and critical thinking, consistently ensuring accurate documentation and efficient operations.

Overview

29
29
years of professional experience

Work History

Customer Service Representative

JMD Business Solutions, Inc
07.2021 - 07.2024
  • Assisted customers with inquiries and resolved issues efficiently.
  • Provided product information to enhance customer understanding and satisfaction.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Created and sent out invoices
  • Accepted payments
  • Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
  • Collection calling

Service Support

Citizens Business Bank
12.2018 - 04.2020

As a Service Support I assisted the Service Manager with the daily supervision of the bank. I approved deposits over a teller's limit and facilitated outgoing wire transfers, and approved holds keeping with California law. I ensured that employee breaks were taken in a timely manner. I answered phones and handled customer needs such as check and debit card orders and increases in their daily ATM limits. I was responsible for the opening and closing procedures with the Service Manager, including locking vaults and securing the office.

Merchant Services Representative

Citizens Business Bank
07.2005 - 12.2018

Ordering and shipping of cash to ensure our daily limits were met. Accepting deposits from merchants and personal clients, applying applicable holds when necessary, back up support for the new account desk. Paid the bills for the branch in a timely fashion.

Customer Service Representative

Citizens Business Bank
06.1995 - 07.2005

Accepted deposits to checking and savings accounts, applying applicable holds as necessary. Ordering branch supplies.

Education

GED -

Orangewood Academy
Garden Grove, CA

Skills

  • Customer service
  • Active listening
  • Critical thinking
  • Data entry
  • Payment processing
  • Professional telephone demeanor

Timeline

Customer Service Representative

JMD Business Solutions, Inc
07.2021 - 07.2024

Service Support

Citizens Business Bank
12.2018 - 04.2020

Merchant Services Representative

Citizens Business Bank
07.2005 - 12.2018

Customer Service Representative

Citizens Business Bank
06.1995 - 07.2005

GED -

Orangewood Academy
Vicki Baas