I have been in the Banking industry for the past 36 years. I am very polite, courteous and professional. I always greet customers with a smile. My experience as a personal banker helps me deal when suggesting products or services to existing and new customers. I provide excellent customer service. Process transactions in an accurate and timely manner. No customer complaints. Hard working, Fast learner. Efficient team member.
. Process night drop transactions
. Process ATM deposits and cash-count ATM
. Process Bank by mail transactions
. Receive checks and cash for deposit; verify deposit amount, examine checks for endorsement and negotiability.
. Receive loan payments and collect late charges if applicable.
. Sell and collect official check fees.
. Cash checks and provide cash from accounts, verify signature, account numbers, and account balances.
. Balance cash drawer by counting cash in drawer, balance checks and make settlement of the day's activities.
. Assist with end of the day balancing procedures.
. Complete Currency Transaction Reports and Suspicious Activity Reports, Run OFAC on non-customer transactions.
. Process customer transactions promptly, minimizing wait times.
. Inbound and Outbound phone calls.
. Print account statements.
. Unblock Online Banking Account
. Help customers with questions and concerns.
. Complete various forms (Change of address, Issue, Reissue and Close atm cards. W-8 for foreign customer and dormant account.
. Enter customer to safe deposit box.
. Offer Bank products and services to exiting and new customer.
. Provide excellent customer service.
. Answer the phone.
. Review Personal Bankers new account and maintenance report (customer information is on file and correctly).
. Scanning and Uploading customer information to customer profile.
. Adhere to Core Values.
. Comply with Bank policy and procedures, including attendance at annual trainings.
. Opened personal and business accounts.
. Loan application
. Closed secured, unsecured, vehicle, mobile home, home equity, home equity line of credit loans.
. Opened safe deposit boxes
. Renewed and updated certificates. Performed file maintenance and account changes as needed.
. Built customer relationship to increase deposit and business accounts, which cross-sold additional products.
. Maintained a high level of knowledge and understanding of Bank products and services to satisfy customer needs.
. Asked customers and new customers open-ended questions to uncover financial needs.
. Helped customers with questions and concerns.
. Inbound and Outbound phone calls.
. Served customers through face to face channels but also through electronic channels such as phone and email.
. Assisted existing customers with complaints and issues.
. Complied with Bank Policy and procedures, including attendance at annual trainings.
. Adhered to Core Values.
. Referred customers to Mortgage and Commercial Department.
. Opened business and personal accounts.
. Loan applications
. Closed secured, unsecured, vehicle, home refinance, home equity line of credit, residential lot loans.
. Assisted customers with questions and concerns.
. Provided excellent customer service on a daily basis by being professional, courteous, and polite with customers and co-workers in all interactions.
. Maintained a high level of knowledge and understanding of Bank products and services to satisfy customer needs.
. Built customer relationships to increase deposit and business account, which cross-selling additional products.
. Responded to customer problems and complaints appropriately and requested assistance as needed to resolve problems and acknowledged and responded to complaints.
. Opened safe deposit boxes.
. Referred customers to Mortgage and Commercial Department.