Jonna

Customer Service Representative

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Overview

Looking for full-time work (8 hours/day)

at $10.00/hour ($1,760.00/month)

Bachelors degree

Last Active

May 1st, 2024 (3 days ago)

Member Since

July 30th, 2023

Profile Description

I have been in a banking industry for almost 13 years and I have been assigned to different positions relating to customer service. In my present job, my position as a Customer Advisor caters operations and sales concerns. I attend various customer queries as well as accommodating raised issues and
complaints. I am responsible in creating, maintaining and updating new and existing accounts. Educate new and existing clients on proper account management as well as the consequences if account is mishandled. Among the database used by the bank is the CRM System. It is where I can search client data as will as the sales leads that the system generated, request cards(DEBIT and CREDIT), checkbooks, open New Accounts, request for addition or modification of customer information, create leads for Trust and Treasury placements, lodge self generated and converted leads. I also facilitate processing of all bank offered loans. Home, Personal, Business(collateralized or not), Auto and etc. We also are required to offer insurance products to new and existing clients. We do perform call-outs to our prospect clients offering them the best products and services applicable to them whether it be new acquisition or existing clients since relationship did not end after account opening or placement.

Top Skills

Marketing » CRM » Freshworks CRM

Experience: 2 - 5 years

Been using CVRM since 2020.

Professional Services » Management Services » Customer Support Management

Experience: 5 - 10 years

Been in a Customer Service job for almost 13 years. A bank frontliner.

Office and Administration » Personal Assistant

Experience: 5 - 10 years

Been under a Sales and Operations Manager who somehow delegates multiple tasks.

Other Skills

Marketing » CRM

Experience: 2 - 5 years

Been using crm since 2020 but lodging and converting leads starts just last year.

Human Resources » Payroll » Timekeeping

Experience: 6 months - 1 year

Have done it few time on my former bank. I cannot remember the entire process but I'm sure its an easy one.

Basic Information

Age
34
Gender
Female
Website
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Address
DANGCAGAN, BUKIDNON
Tests Taken
IQ
Score:  124
DISC
Dominance: 24
Influence: 5
Steadiness: 32
Compliance: 39
English
C1(Advanced)
Uploaded ID
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