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Customer Care & Sales Representative with 5+ years in financial services
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Competencies
Provided customer support and resolution across various roles in financial services
Engaged in soft selling and client relationship management within financial environment
Conducted risk investigation and compliance analysis to ensure regulatory adherence
Managed transaction processing activities, ensuring accuracy and efficiency
Leveraged Microsoft Office tools and Salesforce CRM for daily operational tasks
Education
Languages
Summary
Experienced in customer care, sales, risk management, and compliance within financial services, with over 5 years of progressive roles.
Key Achievements
- Progressed from Customer Service to Team Manager track trainee, demonstrating role advancement
- Handled diverse roles including Risk Investigation and Compliance Analyst, showcasing skill versatility
- Gained experience in transaction processing, escalation management, and soft sales
Experience
Customer Care and Sales Representative
Customer Service representative, Escalation Representative, Transaction processing Agent, Soft sells agent and Team Manager track trainee, Transaction processing representative, Customer Care representative, Risk Investigator, Compliance Analyst