Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carly Nicolais

Del Norte,United States

Summary

At First National Bank of Anson, I excelled in fostering long-lasting client relationships and enhancing customer satisfaction through personalized banking solutions. Leveraging skills in relationship building and fraud prevention, I significantly contributed to a secure and positive banking environment. My attention to detail and commitment to service excellence drove successful financial transactions and new business generation.

Overview

6
6
years of professional experience

Work History

Personal Banker

First National Bank of Anson
06.2022 - 08.2024
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with opening or closing accounts, making changes to accounts as needed, 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.
  • Managed ACH transactions and wire transfers to process smooth banking transactions for clients.
  • Backed up teller team by handling needs of new and existing customers at main counter.

Bank Teller

First National Bank of Anson
06.2018 - 06.2022
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Counted and packaged currency and coins.
  • Reconciled cash drawer and resolved discrepancies.
  • Educated customers on use of banking website and mobile apps.
  • Provided customer records, account statements and copies of checks.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.

Education

Bachelor of Science - Communication Sciences And Disorders

Texas Woman's University
Denton, TX
05.2009

Skills

  • Relationship Building
  • Branch operations
  • Customer Service
  • Customer Satisfaction
  • Positive Attitude
  • Cash Handling
  • Fraud prevention
  • Attention to Detail
  • Banking Policies and Procedures
  • Issues Resolution

Timeline

Personal Banker

First National Bank of Anson
06.2022 - 08.2024

Bank Teller

First National Bank of Anson
06.2018 - 06.2022

Bachelor of Science - Communication Sciences And Disorders

Texas Woman's University

Similar Profiles

CREATE PROFILE
Carly Nicolais