Account service representative holds a responsible position of looking after customer records and attending to and resolving issues related to products and services. The major duties of the Account Service Representative are responding to the queries related to customers’ records in the company, promoting the products and services, improving the information of the customers and maintaining the customer records.
Suppose you prefer to grow in the career of the account service representative, then you must actually know how to write a resume by explaining about experiences, skills and qualifications as an account service representative. You must share about how you can pay attention to the details and resolve the queries of the customers in the next job.
Resume Template: 1
Account Service Representative Resume
Richard D. Harding
Laguna Beach, Los Angeles
(123) 4567890
Summary
Logical and understanding personnel along with creative skills followed by an experience of nearly [timespan] experience for a range of products and services. Identifying the cause of the problem and finding a solution. Proven to interact with new and existing customers to find out new possibilities and generate shared value. Coordinating successfully with the shareholders and offering training to different candidates at every level to share the motive or goals of steady growth and achievement.
Experience
Company A, Account Service Representative
- Excelling in serving the customers to the best of ability and managing different types of accounts with greater success.
- Understanding and going as per the rules and regulations while conducting the transactions successfully.
- Making sure that the transaction orders are fulfiled successfully.
- Studied and worked in every platform related to cash management, transfers and new accounts.
Company B, Senior Account Service Representative
- Creating and applying new strategies of business.
- Checking the issues related to accounts of the customers and resolving them accordingly.
- Maintaining the back up of the account management team.
- Observing and following the quotati0ns of the customers.
- Assisting in getting legal permission for all the brokers working with AIG.
Company C, Senior Account Service Representative
- Dutifully responding to the queries of the team members and also customers.
- Interacting with the supervisors and maintaining high level of communications.
- Handling the invoices successfully and looking in to the issues related to current aging.
- Coordinating with the partners from the countries of [ names of the countries ] and answering the questions and directing towards finding solutions to the problems.
Education
San Francisco State University
Master of Accounting
Certifications
Achieved Certification in Applied Accountancy
Professional Certification in Accounting
Skills
- Unique understanding skills.
- Ability to identify the errors in the accounting activities and resolving them.
- Maintaining discipline in the conduct of work.
Resume Template: 2
Account Service Representative Resume
Richard D. Harding
Laguna Beach, Los Angeles
(123) 4567890
Summary
Highly qualified and experienced accounting service professional with an overall experience of [ timespan] years. Specialized to deal with different types of products and services and handling all types of clients. Have been able to maintain appropriate communicative abilities at all levels and proving competency in discussing with any latest and veteran customer related to different types of products and services and also the challenges through telephonic conversation and face to face interaction. Proving expert in using accounting softwares.
Experience
Company A, Accounts Service Representative
- Keeping well informed about the products and services of the bank and following the procedures for deposit transaction and processing loan application.
- Probing different types of questions to the clients and customers related to the products and services.
- Conversing with the customers in concern with the financial requirements.
- Assisting the clients or customers in opening accounts and that include the paperwork.
- Preparing the credit report on the computer platform.
- Verifying using e-funds.
Company B, Accounts Service Representative
- Giving support to the accounting members and high profile clients and using portfolio as the point of contact.
- Delivering reports to the clients by answering their queries.
- Handling the issues of the clients by taking guidance from the senior clients and team members.
- Finding out new strategies for growing the business and optimizing it appropriately.
Company C, Accounts Service Representative
- Listening to the clients’ issues through the incoming calls and addressing further in outbound way.
- Interacting with the colleagues and sharing the updates of products or policies on a regular basis.
- Preparing invoices for the customers and also drafting letters to different clients concerning various official matters.
- Conducting meetings with the offshore clients through zoom and also discussing with the other clients through face to face interaction.
Education
Columbia University
Masters in Business Administration ( Finance)
Certifications
Certified Management Accountant
Certified Internal Auditor
Skills
- Always excelled in communication and leadership skills.
- Possessing accounting and mathematical abilities and resolving the numerical problems easily.
- Adhering to the policies successfully.
Resume Template: 3
Account Service Representative Resume
Richard D. Harding
Laguna Beach, Los Angeles
(123) 4567890
Summary
Excelling in the role of Account Service Representative for the last [ time span] years by dealing in different products and services and associating with various types of clients. Maintaining advanced knowledge regarding the activities of the bank. Associating closely with the visitors and identifying their needs and guiding them about the ways to become an account holder, and also explaining about the insurance products. Joining the team members in cross-functional ways and assuring operational and service excellence.
Company A, Account Service Representative
- Maintaining financial accounting standards by sharing the yearly budget information with the accounting department.
- Regulating the process of cash flows by verifying the bank balances and requirements for the cash.
- Assisting in the process of business renewal by promoting values of the banking sector amongst the clients.
- Offering assistance to clients regarding the process of taxation and legal issues related to financial transactions.
Company B, Account Service Representative
- Supporting the team members and also guiding the clients regarding different banking products and services.
- Convincing the clients about how they can actually become members of the banking organizations.
- Assisting the banking organization in preparing questions and answers related to different products and services.
- Offering support for the clients related to advanced banking techniques and assisting in maximizing profits.
Company C, Account Service Representative
- Inviting clients for conversation regarding the latest products and services through outbound and inbound calls.
- Regulating the daily cash functions in concern with the account tracking, payroll and wage allocations.
- Strengthening the financial management processes to notify the errors and minimizing them in reporting, payroll administration and general accounting.
- Tracking the old records and updating them and reconciling accounts accurately and handling accounts successfully.
Education
New York University
Masters in Business Administration ( Finance)
Certifications
Chartered Financial Analyst Certification ( CFA)
Financial Risk Manager Certification (FRM)
Skills
- Maintaining proficiency in financial auditing by using accounting software on the virtual platform.
- Handling the budget in a successful way on a quarterly and yearly basis.
- Performing the calculations on the excel sheet successfully and also typing documents on MS- Word platform.
- Also proving successful in operating Google docs.
Resume Template: 4
Account Service Representative Resume
Richard D. Harding
Laguna Beach, Los Angeles
(123) 4567890
Summary
Proving excellence in making unique strategies in the banking sector for promoting products and services and contributing to enhancing profitability by maintaining appropriate quality standards for the last [ timespan] years. Proved trustworthiness, flexible, and sincerity in handling advanced organizational tasks with latest techniques and different business policies. Connecting with all the team members in cross-functional ways by using effective communication skills and helping them to meet their daily targets.
Company A, Account Service Representative
- Achieved success in selling banking products services by following the strategies shared by the seniors.
- Calculating the budget on monthly, quarterly and yearly basis and explaining to the entire administrative body.
- With excellent numerical skills, offering logical support to the pricing and planning department.
- Organizing meetings with the all levels of organization and sharing information of latest revenue generating projects.
Company B, Account Service Representative
- Facilitating best customer service solutions and also associating closely with the sales representatives in meeting the target of the organization.
- Answering the doubts and queries of the customers within the given time limit by maintaining the quality standards.
- Educating the staff members and colleagues regarding the latest products and services of the banking organization.
- Explaining about how advanced responsibilities can be taken.
Company C, Account Service Representative
- Generating leads and making appointments with customers through outbound calling with effective communication skills.
- Managing the sales volumes by following the benchmarks of the organization.
- Following the operational methods, procedures and guidelines.
- Expanding the banking business on an international level by interacting with the foreign clients and explaining about legal formalities of becoming stakeholders.
Education
Carnegie Mellon University
Bachelor’s in Business Administration ( Finance)
Certifications
Certified Financial Planner (CFP)
Chartered Alternative Investment Analyst
Skills
- Responding to the customers and field executives within the given timeframe.
- Ability to perform with effective communication skills non tirelessly in 9 hours of shift throughout the year.
- Maintaining knowledge about managing the projects.
- Using computer skills successfully for writing official documents, calculating numerical and arranging presentations for latest business and products on platforms of MS-Office packages and that includes MS Word, MS- Excel and MS PowerPoint.
- Excelling with strong competitive desire.
- Proving to be a best decision maker in the banking organization by suggesting unique selling skills.
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