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Financial Services Representative
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Banking Customer Service Representative Resume Samples

Entered charges and codes for 15 of 32 providers for medical, surgical and cosmetic procedure billing Responsible for the successful acquisition of Dr. Susan Wolf's practice in Reconciled entries daily, posted payments to ledger accounts, managed productivity reports AR specialist for aging accounts, successfully resolved accounts utilizing problem solving expertise, flexibility, accuracy, and extensive medical knowledge Mentored and trained new financial services staff on billing and claims procedures Advised front office staff on best practice methods for optimal patient registration and revenue procurement.

Recommended fixed income and equity products based on investors objectives. Calculated analyzed hypothetical illustrations on mutual fund performance and investments risks. Resolved billing discrepancies to the client's satisfaction without the need of upper management involvement. Assisted bankers with the purchase of bulk supplies for their financial agencies. Utilized Up-Sell and Cross-Sell techniques in order to advertise products necessary to better suit the client's needs.

Participated in the training and mentoring of new hire employees. Member of employee morale committee that helped build positive attitudes and developed employee appreciation activities in order to promote productivity within the work facility. Provided administrative assistance including, secretarial support, front desk duties, receptionist calls, and office archiving. Upheld the company's confidentiality policy to the fullest by ensuring that client information as maintained, updated, and disposed of properly.

Prepared itemized statements, bills, or invoices; and recorded amounts due for items purchased or services rendered. Reviewed documents such as purchase orders, credit memos, charge slips, in order to compute fees and charges due. Verified accuracy of billing data and revised any errors.

Performed bookkeeping work, including posting data and keeping other records concerning costs of goods and services and the shipment of goods. Retained records of invoices and support documents. Collected and analyzed data to investigate incomplete requests, duplicated efforts, extravagance, fraud, or non-compliance with laws, regulations, and management policies. Prepared detailed reports on audit findings and reported to management about audit results, and recommend changes in operations and financial activities.

Examined and evaluated financial and information systems to ensure system reliability and data integrity. Risk Management And Insurance. Assisted patients with balances due, co-pays, co insurance and deductible Ensured all accounts are processed accurately and efficiently Promoted and maintain excellence in customer service Made recommendations pertaining to the budget and the funding process Performed community outreach activities and assisted with student volunteering services Coordinate fundraisers, health-fairs, and community events Advised students and parents Provided students with information pertaining to the federal student aid program Determined student award based verification and data reporting.

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Experienced TD Bank Teller has excellent customer service skills and a strong belief in TD Bank’s philosophy. Possesses great counting abilities and understands how to provide answers to most customer questions.

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In reply to Annette, Brooklyn. Thanks for visiting us on TD Helps with your question, Annette. To take a look at the positions available and submit your resume, please visit giruvakone.ml and click the link “Careers” at the bottom of the page under Customer Service.

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Check out TD Bank Tellers And Customer Service's Resume. This is an example of a Banking And Financial Services Resume based in Brooklyn, NY - One of hundreds of thousands of resume samples. In reply to Ingrid, West Palm Beach. Thanks for looking to TD Helps with your question today, Ingrid. We appreciate your interest in a career with TD Bank!

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