Developed strong customer service and operational skills in fast-paced financial environment. Specialized in handling client inquiries and resolving issues efficiently. Seeking to transition into new field.
Overview
2
2
years of professional experience
Work History
Branch Service Specialist
OnPoint Community Credit Union
06.2023 - Current
Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
Opened accounts remotely as well as in person
notary public
Processed customers' deposits, transfers and cash withdrawals.
Cross-sold products such as consumer loans by listening to customers and understanding needs and taught staff to implement similar processes in every interaction.
Personal Banker
Wells Fargo
11.2022 - 06.2023
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.