Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Transaction processing
Insurance products
Financial planning
Customer needs assessment
Credit analysis
Document preparation
Loan origination