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1

financial specialist

  • Provide assistance for customers with their savings and checking account.
  • Handling financial disputes and fraud transactions.
  • Keep records of of customer interactions or transactions, 
  • Recording details of inquiries, complaints or comments, as well as actions taken.
  • Validating that appropriate changes were made to resolve customer problems.
  • Determine charges for service requested, collect deposits or payments or arrange for billing.
2

financial specialist

  • Provide assistance for customers with their Chase credit card maintenance.
  • Identifying financial disputes and fraud transactions
  • Up selling of new credit cards.
  • Resolve Customers’ service or billing complaints by performing activities such as recalculation of charges and transactions,refunding disputes and charges or adjusting bills.
3

financial specialist

  • Provide assistance for customers with their savings and checking account maintenance.
  • Handling financial disputes and fraud investigations.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints and comments as well as actions taken.
  • Check to ensure that appropriate changes were made to resolve the customers concern.
  • Determine charges for services requested, collect deposits and payments.
  • Obtain and examine all relevant information to assess validity of complaints and determine possible causes.
4

financial specialist

  • ·         Managed schedules, organized office functions, and oversaw daily operations of office 
  • ·         Hired, trained, and on-boarded over  new employees, providing initial support 
  • ·         Slashed office expenditures  by negotiating for cheaper supply contracts, implementing inventory control, and standardizing ordering procedures 
  • ·         
  • ·         Prepared daily, weekly, and monthly reports, and updated calendar of appointments 
  • ·         Performed basic accounting functions including cash reconciliations and wire transfers  
  • ·         Discovered and rectified erroneous vendor billing, saving 
5

financial specialist

  • Provide assistance for customers with their credit card accounts.
  • Identifying disputes and fraud
  • Obtain and examine all relevant information to assess validity of complaints and determine possible causes. 
  • Budgeting and forecasting for operating expenses, with periodic variance analysis.