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The sample below is for a Customer Service Sales Finance Resume. This resume was written by a ResumeMyCareer professional resume writer, and demonstrates how a resume for a Customer Service Sales Finance Candidate should be properly created. Our Certified Professional Resume Writers can assist you in creating a professional document for the job or industry of your choice.

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Customer Service │ Sales │ Finance

Dynamic, focused and energetic Financial Customer Service and Support professional with demonstrated experience managing banking support initiatives, providing customer service, client acquisition and retention, with proven track record of calming presence under fast-paced, high-demand environments, working both independently and as part of a team. Detail-oriented, with expertise in multitasking, performing service and support functions that include quality assurance initiatives, conflict resolution, and operations support. Demonstrate expertise as liaison between teams and clients, able to communicate with a variety of personalities with professionalism and courtesy.


 Client Relations/Retention
 Customer Service/Satisfaction
 New Product Introduction
 Personal Banker
 Workflow Management
 Up-Sales/Products
 Staff Management/Training
 Market Branding Initiatives

Personal Banker II – JP Morgan Chase, Woodridge, IL 2009- Present
 Provided effective and efficient customer banking service and support to business clients securing credit lines.
 Focused on community relationships that acquired new banking relationships and advised clients on investment opportunities.
 Introduce new products to current consumers and business customers
 Provided conflict resolution for all customer services issues, and provided accurate process transactions.

Personal Banker II – Washington Mutual Bank, Downers Grove, IL 2008 – 2009
 Appointed to dual role of Personal Banker, and Senior Teller when JP Morgan Chase acquired Washington Mutual Bank.
 Assisted in all merger proficiency processes that smoothly transferred JP Morgan Chase procedures into divisional workforce duties.
 Provided all knowledge transfer of merger to clients and business associates that kept everyone informed of any new or changing processes.
 Performed conflict resolution for clients and personnel as appropriate.

Managing Director – Naperville Financial Services, Inc., Naperville, IL 2006 – 2008
 Successfully increased workflow and sales of financial services and products utilizing hands- on management techniques, and oversaw all daily operations of full service financial institution.
 Organized and implemented current sales and customer service plan, and successfully cross- and up-sold financial services to new and existing clients.
 Analyzed financial documents for acquisitions of residential and multi-family properties, and diligently collaborated with investors acquiring REO packages.
 Processed residential loan applications, and collaborated directly with Loss Mitigation Departments and Attorneys to negotiate contracts.
 Provided management and assistance to office staff of 36 Loan officers.

Property Manager – Berkshire Property Advisors, Glen Ellyn, IL 2006
 Successfully directed and increased occupancy from 70% to 81%, and reduced delinquencies from $32k to $17k within first 60 days.
 Managed daily operations and property renovation of the Rambletree Apartment community (264 units).

 Organized and implemented the current renovation program with oversight of capital budget of $2.5M.
 Spearheaded efforts to re-brand community to foster new resident profile and reputation of the community.
 Managed office staff of 10 agents.

Property Manager II – Cohen Esrey Real Estate Services, Glen, Ellyn, Illinois 2005 –2006
 Assigned to properties in significant distress during foreclosures proceedings, and strategically designed individual programs focused on resident retention and increasing NOI with little to no capital budget increase.
 Appointed to manager of Rambletree apartments at acquisition of loan note by Berkshire Property Advisors.
 Provided staff development and oversight for 14 agents

Senior Leasing Consultant – Alliance Residential Management, Chicago, IL 2004 – 2005
 Promoted to highest volume location within 30 days of hire, and consistently met and exceeded monthly leasing goals.
 Conceptualized and implemented community activities that fostered community involvement and increased tenant and business awareness.


M.B.A., Health Service Administration/Finance – Keller Graduate School of Management – Completion 1/2012
B.S., Healthcare Leadership – National Louis University, Lisle, IL – Year
Rainbow Hospice, Park Ridge, IL – Angles Ball Silent Auction Committee Member 2000- Present
Rainbow Hospice, Park Ridge, IL- Volunteer 1999- Present

→ Top 10 Sr. Banker in the Midwest -JP Morgan Chase (July 2010)
→ Customer Excellence Award – -JP Morgan Chase (February, March, April 2010)
→ Excellence & Leadership Award – JP Morgan (2010)
Contributing 48 of the 112 new relationships in Q1/2010 for Downers Grove Branch.
→ Leadership Award – JP Morgan Chase N.A. (April 2011)

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