Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
8
8
years of professional experience
Work History
Universal Banker
Wesbanco Bank
10.2023 - Current
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Streamlined account opening processes for increased efficiency in new customer onboarding.
Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Effectively provide updates on the stock market as requested by client
Perform daily trades on the stock market ie, buy, sell or exchange as needed by clients
Provide clients with information regarding their IRA's (SEP and SIMPLE), i401k, 403b and all individual, traditional and Roth IRA's that they have.
Worked effectively in fast-paced environments.
Excellent communication skills, both verbal and written.
Cultivated interpersonal skills by building positive relationships with others.
Worked well in a team setting, providing support and guidance.
Employee Resource Center Associate (Amazon HR)
Sutherland Global Services
03.2019 - 03.2020
Effectively communicates with employees to inform, resolve and negotiate pertinent information
Fielded HR questions for new hires including payroll, benefits, time off and scheduling
Managed scheduling conflicts for employees
Facilitated corrective warnings and termination documents to employees.
Sr. Associate Workforce Analytics (WFM)
Sutherland Global Services
01.2017 - 03.2019
Provided various programs in the United States and Canada with real time reporting of agent's attendance
Assisted in shrinkage reduction for agents
Collaborated with colleagues to provide high levels of satisfaction to internal agents and company clients.
Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
Established robust reporting systems that provided accurate data for informed decision-making at all levels of management.
Trained and supported new team members, maintaining culture of collaboration.
Worked varied hours to meet seasonal and business needs.
Analyzed customer data to identify trends and anticipate customer needs.
Customer Service Representative (AT&T)
Sutherland Global Services
09.2016 - 01.2017
Provided basic billing, troubleshooting and support services to customers
Gather and analyze information to discern customers' needs in order to provide correct support including bill payments, sales and promotions and other account issues.
Customer Service Representative
Sutherland Global Service 1800FLOWERS
04.2016 - 05.2016
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Streamlined call center processes for improved efficiency and reduced wait times.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Assisted customers in navigating company website and placing online orders, improving overall user experience.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Resolved associate, tool and service delivery issues revealed by statistical reports.