Ana Santana

Truist Bank

05.2003 - Current

Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
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.
Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.

Summary