Financial Bank SpecialistFinancial Bank Specialist
Kristine
$1,500
per month
($9/hour)
Profile Description
As someone who enjoys learning new skills, helping others resolve challenges and working in a team In my current role as a financial bank Specialist (CSR) in Focus Direct Inc. We do handle bank accounts of customers from reviewing transaction history to disputing unauthorized transactions. We also engage in making sure customers are aware of the transactions on the account whether those are charges, adjustments or deposits.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Customer Success
Finance & Accounting
Work Experience
CSR/ Financial/Banking Representative
Focus Direct Inc. (SOFI Campaign)
Oct 2022 - Present
Key Achievements:
Provides quality banking service to meet customer needs. Answers customer questions and resolves issues and problems. Handles customer transactions, posts transactions, pays out funds, and verifies cash. Identifies customer need for other Banking service through consultative banking
Retention Specialist
Transcom Bacolod (Comcast/Xfinity)
Sep 2019 - Jun 2021
Key Achievements:
Transcom Bacolod (Comcast/Xfinity)
Customer Service Representative
Alorica Philippines (Marikina Branch – Amazon .com and .ca)
Sep 2017 - Jan 2019
Key Achievements:
Ensuring customer satisfaction with a product or service. Ensuring customer satisfaction with a product or service. Providing and delivering professional, helpful, high-quality service and assistance before, during, and after the customer's requirements are met.
Collection Specialist
Allsectech Manila Inc
Jan 2015 - Aug 2017
Key Achievements:
Providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. Responsible for monitoring and maintaining assigned accounts. Monitoring accounts to identify overdue payments
IT Assistance
Autohub Group of Companies (Ford Global-Taguig)
Sep 2011 - Jan 2015
Key Achievements:
Assist with network and security management. Assist with network and security management. Provide user level training on daily applications used, including, but not limited to: MS Word, MS Excel, MS Outlook, MS Publisher, Adobe Acrobat, and another basic computer. Connecting Laptop and PCs to internet connection or internal server.
Quick Stats
Education
Bachelor's Degree
University of St. La Salle - Bacolod
2006 - 2010