Transaction Services Representative Resume Sample

4.8
11 votes
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Friedrich Emard
6901 Krista Lights,  Detroit,  MI
+1 (555) 250 6106

Work Experience


Transaction Services Representative
03/2016 - PRESENT
New York, NY
  • Handle Return Reconcilement for all financial funds debited and credited to clients’ accounts
  • Ensure team delivers as per service level agreement
  • Timely and accurately
  • Ensure team delivers as per Service Level Agreement. Timely and accurately
  • Reconcilement and control: perform reconcilement and control functions related to fund transfers
  • Efficiency & Productivity: pro-actively contribute & implement to achieve measurable gains in efficiency & productivity at both, personal and team levels
  • Inquiries / complaints: ensure zero complaints received from customer / coverage team and ALL inquiries are responded to within department SLA’s
  • Training: take an active role in improving process, control discipline and product knowledge
Jpn-transaction Services Representative
10/2013 - 01/2016
New York, NY
  • Teamwork & support: willingly volunteer across teams and adapt to extended hours work as required, e.g. User Acceptance Testing
  • Work standards & discipline: demonstrate the highest level of work ethics, commitment, comprehension and adhere to Citi’s control & compliance framework, both on a transactional and team level
  • Perform daily CSF & ARDF Maintenance in Production and UAT for – Buyer / Suppliers in CSF platform for Country - AU, HK, TH, VN and SG
  • Handle CSF & ARDF post implementation inquiry from internal Citibank branch and external client
  • Ensures that production is performed and executed within Service Level Agreement (SLA) to maintain customer satisfaction Decides on rejection of invoices for non-adherence to policies and adequate documentation, therefore deferring processing until the appropriate level of approval or proper documentation is obtained
  • Risk and Control - Ensures that agreed control processes and procedures are implemented to identify and mitigate risks in his/her area of responsibility
  • Participates int the COB planning and implementation for the unit for an effective back-up system w/in the group
  • Ensure the responsible controls for Account Opening & Maintenance are followed and strictly enforced
Transaction Services Representative Public Sector Lockbox
11/2010 - 08/2013
San Francisco, CA
  • Receive and process customer requests from Branches and internal channels
  • Download and process payments, financial transactions from internal reporting systems
  • Review Account Opening documents received to ensure receipt of all required information and that they are appropriately authorised
  • Validate required information updated in the system to establish the customer and their accounts has been completed correctly
  • Receive and check all Account Opening requests within the agreed SLA
  • Process customer instructions of trade settlements & Corporate Actions
  • Process customer instructions related to Investment & Insurance operations

Education


DeVry University's Keller Graduate School of Management
2005 - 2009
Bachelor's Degree in Finance

Professional Skills


  • Strong interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
  • Strong oral and written English communication skills (Regional Countries/China Team)
  • Strong oral and written Japanese communication skills (Japan Team)
  • Teamwork spirit, planning, communication skills verbal and written, versatility of tasks
  • Prior work experience in a Transaction Services job that would provide a good understanding of activities, policies, procedures, and concepts of the work area
  • Knowledge in computer and good communication skills
  • Preferably with experience in banking and finance

How to write Transaction Services Representative Resume

Transaction Services Representative role is responsible for interpersonal, software, insurance, reporting, securities, finance, languages, treasury, microsoft, metrics.
To write great resume for transaction services representative job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Transaction Services Representative Resume

The section contact information is important in your transaction services representative resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Transaction Services Representative Resume

The section work experience is an essential part of your transaction services representative resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous transaction services representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular transaction services representative position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Transaction Services Representative resume experience can include:

  • Work under pressure, to focus and concentrate on specific tasks, responsible, organized, proactivity, ability to focus on priorities
  • Willing to work staggered hours or shifts and Malaysia Public Holidays
  • Takes personal responsibility for own performance, identifying enhancements to processes that realize tangible benefits
  • Timely and accurate processing and customer resolution
  • Timely escalation on incomplete/delayed processing
  • Problem Solving Examines ability to creatively resolve or determine appropriate solutions

Education on a Transaction Services Representative Resume

Make sure to make education a priority on your transaction services representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction services representative experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Transaction Services Representative Resume

When listing skills on your transaction services representative resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical transaction services representative skills:

  • Candidates with prior exposure to cash operations / payment processing / MIFT functions are encourage to apply
  • Experience in documentation review of Account Opening / Maintenance and exposure to Client interaction would be an added advantage
  • Experience in operation/financial work would be an advantage
  • Very good knowledge of Microsoft Office programs – especially Excel
  • Good knowledge of “Extra” application would be an advantage
  • Good attention to detail, ability to learn fast and works well in a team environment

List of Typical Skills For a Transaction Services Representative Resume

1

Skills For Transaction Services Representative / Analyst Resume

  • Work under pressure from customers and internal parties
  • Graduation in any discipline is ok
  • In bilingual environment
  • Exposure to trade settlements & Corporate Actions would be an added advantage
  • Exposure to Investment & Insurance Operations is mandatory
  • Exposure to Corporate Actions would be an added advantage
  • Able to read and communicate in English and Mandarin
2

Skills For Mys-ctsm Pg-transaction Services Representative Resume

  • Flexible to work in any shift and support any location
  • Ensure day to day operations are performed and SLAs are met as per agreed for all businesses
  • Umiejętność przekazywania wiedzy,
  • Dobra organizacja pracy,
  • Orientacja na Klienta,

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