Universal Banker Supervisor
Horizon Bank
- Managed cash drawer, maintaining accurate records and balancing daily transactions.
- Processed customer transactions accurately and efficiently using banking software.
- Assisted clients with account inquiries, ensuring a high level of customer satisfaction.
- Educated customers on banking products, enhancing product knowledge and service offerings.
- Collaborated with team members to streamline workflow and improve service delivery.
- Resolved customer issues promptly, fostering positive relationships and loyalty.
- Conducted routine audits of accounts to ensure compliance with bank policies and regulations.
- Supported branch operations by organizing promotional materials and events for community engagement.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.