Take loan applications and process them. Close loans and print the checks. Put the folders and file them in order. Prepare insurance claim forms or related documents and review them for completeness. Organize or work with detailed office or warehouse records, using computers to enter, access, search or retrieve data. Post or attach information to claim file. Take payments and call collection accounts. Handle customer complains and find solutions. File for judgements. Repo collateral when needed.
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Enter customers' transactions into computers to record transactions and issue computer-generated receipts. Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. Order a supply of cash to meet daily needs. Process and maintain records of customer loans. Count, verify, and post armored car deposits. Receive and count daily inventories of cash, drafts, and travelers' checks. Prepare and verify cashier's checks. Monitor bank vaults to ensure cash balances are correct. Sort and file deposit slips and checks. Carry out special services for customers, such as ordering bank cards and checks. Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits. Identify transaction mistakes when debits and credits do not balance. Arrange monies received in cash boxes and coin dispensers according to denomination. Resolve problems or discrepancies concerning customers' accounts. Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due. Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations. Perform clerical tasks such as typing, filing, and microfilm photography. Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds. Compute financial fees, interest, and service charges. Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges.
This is a real resume for a CSR in Pontotoc, Mississippi with experience working for such companies as 1st Franklin Financial, Woodforest National Bank, Save A Lot. This is one of the hundreds of CSR resumes available on our site for free. Use these resumes as templates to get help creating the best CSR resume.
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