Open and close member accounts, including checking, savings, and certificates of deposit.
Assist members with account maintenance, such as updating personal information and issuing new debit cards.
Promote and cross-sell credit union products and services based on members' needs.
Strong interpersonal skills with the ability to interact positively with members and address their needs effectively.
High level of accuracy in processing transactions and handling cash.
Comfort with basic math and financial calculations.
Familiarity with banking software and cash handling equipment.
Associate Banker
JPMorgan Chase
Fullerton, CA
06.2021 - 08.2022
Engage clients as they enter the branch
Help clients with everyday transactions such as depositing or cashing checks, reordering a debt card, or helping update their address
Teach clients how to use self service options -help customers learn how to complete their banking needs, whenever and how ever they want with the self-services options including there chase mobile app, chase .com and ATM with expert knowledge in our self services digital platforms
Manage wait times to meet with a banker by scheduling, rescheduling or canceling client meetings
And, identify additional opportunities and introduce them to our licensed bankers and one chase family.
Direct Sales Representative/Greeter
Spectrum
Cypress, CA
12.2018 - 03.2020
Oral and written communication with customers and department staff
Curiously handle customer complaints, issues and take appropriate action
Utilize and demonstrate assertiveness and effective problem solving with staff and customers to establish mutually beneficial solutions to the most challenging of situations
Provide solutions via package options for service and coverage
Consult with customers to evaluate needs and determine best options