Identify opportunities to cross-sell financial products or refer customers to other departments for services like account opening.
Assisted customers with account inquiries and banking services.
Greet customers promptly and professionally, providing a positive experience.
Process routine banking transactions such as deposits, withdrawals, check cashing, transfers, and loan payments.
Open and close accounts, update customer information, and maintain accurate records.
Respond to customer inquiries regarding products, services, and account issues.
Identify opportunities to promote bank products and services that meet customer needs.
Resolve customer complaints or escalate issues to management as appropriate.
Ensure compliance with bank policies, procedures, and regulatory requirements (e.g., KYC, AML).
Wait Staff Member
Bristal Assisted Living
Hewlett, New York
03.2020 - 09.2021
Delivered excellent customer service to residents and guests.
Assisted in setting up dining areas for meals and events.
Took food and beverage orders from residents promptly.
Served meals accurately, ensuring dietary restrictions were followed.
Maintained cleanliness and organization of dining spaces throughout shifts.
Education
High School Diploma -
Entral High School
Valley Stream, NY
06-2019
Skills
Experienced banking professional with expertise in customer service, account management, and financial transactions Adept at resolving client inquiries, ensuring compliance, and supporting branch operations with accuracy and efficiency”