Customer Service Representative Banking

Drew Sterling
604 Harmony Lane
Pleasantville, CA 94588
(925) 555-1234


Customer relations and operations manager with 15 years experience in the financial services industry. Handle a variety of managerial and administrative duties to meet the needs of the company and customers.


Doyle and Associates, Toronto, Ontario, Canada
1999 - Present
Operations Manager/Customer Service Representative
• Oversee administrative duties such as answering and re-directing incoming calls, sort and distribute mail, and order supplies.
• Lead weekly staff meetings outlining new services and informing staff of procedural changes.
• Trusted to possess security passwords, and combinations to open/close vault. Authorized lockup officer and branch opener.
• Demonstrated good will by coordinating United Way fundraising campaign within branch.

World Management Concepts, Toronto, Ontario, Canada
1996 - 1999
Customer Relations Associate
• Meet with prospective customers to refer accounts, investments, loans and mortgages.
• Recognized for converting single service customers into multi-service customers.
• Assess, analyze, investigate and recommend credit alternatives to clients.
• Underwrite residential mortgage loans, consumer loans and credit cards.

World Management Concepts, Toronto, Ontario, Canada
1987 - 1996
Assistant Branch Manager
- Recruited as Assistant Branch Manager Trainee, and promoted to Assistant Branch Manager within one year.
- Developed sales culture within branch by implementing marketing and cross-selling activities.
- Devised a training procedure for new hires, which streamlined procedures.
- Interviewed, hired and coached new employees to help facilitate branch goals and objectives.
- Provided staff training and guidance in product services and administration.
- Supervised all aspects of Deposit Services Operation.


Windows 98 , Word, Word Perfect, Power Point, Excel, Lotus Smart Suite, Data Entry, Internet, E-mail


Humber College, Toronto, Ontario, Canada
B.S., Business Administration Diploma

PRWRA Audrey Field - Résumé Resources - Wasaga Beach, Ontario, Canada - http://www.resumeresources.ca