ANDREA VALLE

• Developed and executed structured follow-up plans to drive consistent, high-quality customer engagement and ensure financial needs were met.

• Built trusted relationships by engaging customers in meaningful, needs-based conversations aligned to their personal financial goals and priorities.

• Identified customers’ financial and retirement objectives and connected them with appropriate investmentand lending to deliver personalized banking solutions.

• Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
• Strengthened client relationships through consistent communication and personalized attention to individual needs.
• Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.

• Improved customer satisfaction by providing efficient and accurate transaction processing.
• Answered customer inquiries regarding account balances, transaction history, and services charges.
• Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.