April Morgan
Palm Beach Gardens,FL
Summary
Dynamic Universal Banker with TRUIST, skilled in cash handling and customer service. Enhanced client satisfaction through personalized banking solutions and efficient transaction processing. Proven ability to assess customer needs and educate on product features, contributing to branch success and compliance with banking regulations. Committed to delivering exceptional banking experiences.
Overview
27
27
years of professional experience
Work History
Universal Banker
TRUIST
Palm Beach Gardens, FL
12.1997 - 10.2024
- Assisted customers with account inquiries and transactions, ensuring a positive banking experience.
- Processed routine banking transactions accurately and efficiently to maintain operational flow.
- Educated clients on product features and services, enhancing customer engagement and satisfaction.
- Handled cash management duties, maintaining accuracy in balance reconciliation tasks.
- Supported branch initiatives by participating in training sessions and knowledge-sharing activities.
- Maintained compliance with banking regulations and policies, ensuring risk mitigation during operations.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Education
High School Diploma -
Jupiter High School
Jupiter, FL06.1997
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Loan origination
- Deposit processing
- Transaction processing
- Customer service
- Check processing
Timeline
Universal Banker
TRUIST
12.1997 - 10.2024
High School Diploma -
Jupiter High School