Alice Hamilton
Austin,MN
Summary
Attentive and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating lucrative client relationships and implementing better processes and procedures.
Overview
4
4
years of professional experience
Work History
Client Relationship Consultant/Banker
U.S Bank
Austin, MN
12.2022 - Current
- Introducing new banking products to prospects and existing customers on phone and in person interactions.
- Opening new accounts and servicing existing accounts using Fusion and Cloud Apply.
- Initiating wire transfers for both domestic and international wires.
- Enrolling customers in zelle and cobrowse.
Taking loan applications, processing and evaluating a loan application. - Notifying applicants of a credit decision in compliance with ECOA and Regulation B requirements.
- Processing teller transactions such as deposits and payments.
- Making follow up calls and answering incoming calls and emails.
- Developed and implemented customized strategies to meet client needs.
- Collaborated with clients to develop action plans to address specific challenges and objectives.
- Engaged in regular professional development activities such as attending webinars or reading relevant literature in order to stay abreast of current trends in the banking industry.
Faculty Assistant
Riverland Community College
Austin, MN
08.2020 - 12.2023
- Compiled course materials including syllabi, lecture notes, exams, and assignments in accordance with university guidelines.
- Performed data entry tasks to update student records in the school's database system.
- Proofread documents such as articles or manuscripts submitted for publication by professors.
- Provided technical assistance to faculty members using software programs relevant to their research needs.
Teller
Wells Fargo
Austin, MN
01.2022 - 10.2022
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Explained account information to customers in detail as needed.
- Processed wire transfers for customers both domestically and internationally.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Maintained confidentiality of all customer records and information according to company policies.
- Explained the features of various banking products available to customers.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Delivered exceptional service to customers in person or over telephone.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Adhered to financial services security and audit procedures.
- Directed specific questions to appropriate branch personnel.
- Balanced daily cash deposits and vault inventory with zero error rate.
Education
Associate of Science -
Riverland Community College
Austin, MN05-2024
Skills
- Technical review
- Client Requirements Assessment
- Quality Assurance
- Staff Management
- Great customer service
- Good listener
- Best Practices Implementation
- Analytical Thinking
- Integrity and Honesty
- Delivery Assurance
- Work Planning and Prioritization
- Strategic Planning
- Goal Setting
- Client Engagement
- Client Relationships
- MS Office
- Processes and procedures
- Problem-Solving
- Safety Regulations
- Client rapport
- Attention to Detail
Timeline
Client Relationship Consultant/Banker
U.S Bank
12.2022 - Current
Teller
Wells Fargo
01.2022 - 10.2022
Faculty Assistant
Riverland Community College
08.2020 - 12.2023
Associate of Science -
Riverland Community College