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Cornerstone Staffing - Customer Service Representative Resume Example

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Addison Kelly
To attain a position in an organization which utilizes my analytical, accounting, customer service and leadership experience. Able to produce quality work and accomplish objectives in a timely manner.  Works well independently and as a strong team member.
  • Clerical and Administration
  • Active Listening
  • Critical Thinking
  • Customer Service
  • Service Orientation
  • Troubleshooting
  • Banking and Finance
  • Computer Skills
Customer Service Representative Mar 2011Present Cornerstone Staffing Dallas, TX
  • This position handles a high volume of in-bound calls in a fast pace environment.
  • Communicate accurate information to customer questions in a courteous and professional manner.
  • Ability to navigate efficiently through job related applications.
  • Ensure the privacy and confidentiality of customer personal information.
Trust Officer and Fee Specialist Jan 1993Apr 2010 Bank of America Dallas, TX
  • Responsible for manual calculations and special handling of key/sensitive accounts on eighteen banks.
  • Variance analysis and corrections of Linked and Fee Error Reports.
  • Process and answer questions regarding the Fee Exception Form.
  • Responded to inquiries from the Trust Operations Fee Mailbox and performed manual recalculations which include maintenance and transactions.
  • Communicated with administrators on questions/concerns on their accounts.
Jul 1994Mar 2010 Bank of America
  • Review financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement.
  • Manage staff, preparing work schedules and assigning specific duties.
Trust Officer and Operations Support Analyst Jan 1999Jan 2005
  • Responsible for acting as a liaison in accepting calls from various Private Bank Support Users.
  • Able to troubleshoot and diagnose problems over the telephone for the different Private Bank Units: Fees, Statements, Wires, Bill Payment, Systems, and Securities.
  • Facilitate resolutions through communication with administration, accounting services, production units and PACE systems support.
  • Developed and implemented Trust Operations Support Knowledge Database.
  • Use Bank of America specific computer programs: PACE, PGA, Info Pac, BOSS, FAST, Document Direct, Phon, MTI, Peregrine, Focus, and Image.
  • Also, have knowledge of common computer application programs such as Microsoft Office and Internet Explorer.
Trust Officer and Fee Group Leader Jan 1995Jan 1999
Product Support Specialist Jan 1993Jan 1995
  • Responsible for providing management support during transition period.
  • Created spreadsheets and reports to facilitate the processing of Private Client Accounts Fees; reviewed and revised spreadsheets previously set up by programmers to check accuracy before charging fees and transferring to successor banks.
  • Improved and recreated the monthly outstanding receivable report thus reducing amount of time spent in generating reports by approximately 50%.
  • Set up fee schedules and codes in the PACE system to ensure the automated processing of invoice statements.
  • Verified various entries and invoice statements and other related works processed by four associates to ensure accuracy and correctness; researched information from various sources including TRA and PACE systems.
  • Calculated market value and activity fees; prepared invoice statement; billed and charged fees for trust accounts.
Claims Service Representative Jan 1990Jan 1992 Casualty Insurance Company Adia Personnel Dallas, Tx
  • Responsible for servicing the Workers Compensation Claims Department: responsibilities included coding new claims.
  • Prepare insurance claim forms or related documents and review them for completeness.
  • Provide customer service, such as limited instructions on proceeding with claims and medical procedures. 
Lead Training Technician Aug 1980Apr 1990 Office of Personnel Management Dallas, TX
  • Responsible for Personnel Management Training support for a team that delivered training for Federal Government employees in a 10-state regional area.
  • Coordinated and planned approximately 300 - 500 training seminars yearly, locally and at remote sites.
  • Arranged business travel and meeting space, contracted speakers, organized and revised course material, registered students locally and at remote sites.
  • Completed time cards, calculated the cost of conducting seminars, and trained clerical support personnel.
Group Leader
  • Private Bank Fee Billing Team.
  • The team consisted of six associates responsible for the processing of fees for over 60,000 Private Bank accounts.
  • Responsibilities included ensuring that the daily work of the team was completed timely and accurately; Also, responsible for coaching and training associates; assisting and/or backing up team whenever necessary; Participated in and led projects.
  • Worked on several Conversion Teams.
Jan 2006 Continued Education, El Centro Jr. College, Ceda Dallas
Associate Degree : Applied Arts and Sciences Jan 1983 El Centro Jr. College
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Resume Details

This is a real resume for a Customer Service Representative in DALLAS, Texas with experience working for such companies as Cornerstone Staffing, Bank Of America, Casualty Insurance Company Adia Personnel. This is one of the hundreds of Customer Service Representative resumes available on our site for free. Use these resumes as templates to get help creating the best Customer Service Representative resume.

Previous Companies:

  • Cornerstone Staffing
  • Bank of America
  • Casualty Insurance Company Adia Personnel

Previous Job Positions:

  • Customer Service Representative
  • Trust Officer and Fee Specialist
  • Trust Officer and Operations Support Analyst
  • Trust Officer and Fee Group Leader
  • Product Support Specialist


  • Continued Education, El Centro Jr. College, Ceda
  • El Centro Jr. College

Level of Education:

  • Associate Degree

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