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Customer service officer skills for your resume and career

Updated January 8, 2025

5 min read

Below we've compiled a list of the most critical customer service officer skills. We ranked the top skills for customer service officers based on the percentage of resumes they appeared on. For example, 16.2% of customer service officer resumes contained bank products as a skill. Continue reading to find out what skills a customer service officer needs to be successful in the workplace.

15 customer service officer skills for your resume and career

1. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how customer service officers use bank products:

Analyzed accounts and financial reports to determine which bank products and services were under-utilized by large corporations and small business customers.
Trained corporate managers, employees, bank officers and bank staff in the use of bank products and services.

2. Customer Complaints

Here's how customer service officers use customer complaints:

Resolved customer complaints and followed up with disgruntled customers to ensure satisfaction and retention.
Handle customer complaints of moderate complexity to ensure Total Customer Satisfaction.

3. Loan Applications

A loan application is a form of request presented by a person to a financial institution for the approval of a loan. This application form carries detailed information regarding the petitioner's identification information, financial competence, and sources of income that indicate whether he can return the loan back or not.

Here's how customer service officers use loan applications:

Recommended loan approvals or denials based on customer loan applications reviews.
Credit Analyst for loan applications providing corresponding recommendation for approval.

4. Loan Payments

Here's how customer service officers use loan payments:

Cashed checks, make deposits, process loan payments, and handles charge-off accounts.
Collected loan payments, and followed up with existing customers.

5. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how customer service officers use atm:

Ensured overall branch efficiency - time management, cost efficiency, audit readiness, ATM availability, and employee satisfaction.
Performed operational duties, including teller OTC transactions, safe box entry, and all ATM and vault transactions.

6. Bank Policies

Here's how customer service officers use bank policies:

Complied with all bank policies & procedures to adhere to government and federal compliance standards for the banking industry.
Promote sales referrals while leading by example and complying with Bank policies and procedures.

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7. Customer Satisfaction

Here's how customer service officers use customer satisfaction:

Conducted quality assurance and ensured all customer service needs were handled with accuracy and efficiency with an emphasis on customer satisfaction.
Sustained and grew a corporate relationship with an account management approach, while achieving assigned quality control and customer satisfaction goals.

8. Customer Relations

Here's how customer service officers use customer relations:

Implemented strategies requiring focused attention to resolve customer service issues and nurture customer relationships.
Enhanced customer relationship by promptly addressing customer needs and concerns.

9. Inbound Calls

Here's how customer service officers use inbound calls:

Answered inbound calls, verifying customer information via bank calls or online search.
Receive inbound calls to provide assistance and answer inquiries related to payment transactions.

10. Wire Transfers

A wire transfer is an electronic bank transaction where funds are transferred from one person to another. The transfer can be within the same bank or from one bank to another. Wire transfer makes it possible to transfer money to anyone anywhere in the world and to also transfer money to multiple accounts seamlessly regardless of location.

Here's how customer service officers use wire transfers:

Developed a thorough working knowledge of products and delivery systems to include ACH, wire transfers, and control disbursements.
Processed loan transactions, wire transfers: investment transactions and performed daily teller duties.

11. Customer Inquiries

Here's how customer service officers use customer inquiries:

Provided effective and timely solutions to domestic and international customer inquiries.
Ensured customer services were provided, including opening of new accounts, teller transactions, referral and resolving customer inquiries.

12. Customer Accounts

Here's how customer service officers use customer accounts:

Opened customer accounts, maintained and updated customer account information.
Performed clerical tasks including processing new clients' accounts, maintaining customer accounts, filing documents and other paperwork.

13. Bank Secrecy Act

Here's how customer service officers use bank secrecy act:

Ensured regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Act, were adhered to.
Ensured regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Act, were adhered to.

14. Anti-Money Laundering

Anti-Money Laundering or, as it is often shortened to, AML is the name of a set of laws, regulations, and similar rules and rulings which are crafted and applied with the goal of preventing people from engaging in and successfully doing money laundering.

Here's how customer service officers use anti-money laundering:

Processed necessary government forms and anti-money laundering/anti-fraud documentation.
Maintained appropriate government forms and documents as well as anti-money laundering/anti-fraud documentation

15. Account Opening

Here's how customer service officers use account opening:

Managed account opening procedures in accordance of banking policies and guidelines.
Trained new customer service officers on account opening, checkbook maintenance, account package filing and filling account opening forms.

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List of customer service officer skills to add to your resume

The most important skills for a customer service officer resume and required skills for a customer service officer to have include:

Bank Products
Customer Complaints
Loan Applications
Loan Payments
ATM
Bank Policies
Customer Satisfaction
Customer Relations
Inbound Calls
Wire Transfers
Customer Inquiries
Customer Accounts
Bank Secrecy Act
Anti-Money Laundering
Account Opening
Outbound Calls

Customer Queries
Front Desk
Customer Problems
Branch Management
Logistics
Service Problems
Credit Card
Customer Transactions
Customer Orders
Customer Issues
Customer Calls
Telephone Calls
Account Balances
PowerPoint
Quality Service
CSO

Customer Enquiries
Computer System
Customer Service
Customer Interaction
CMS
Business Development
Close Coordination
Financial Transactions
UK
MIS
Corporate Clients
CCTV
Cash Drawers
Commercial Banking

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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