Summary
Overview
Work History
Education
Skills
Personal Goals
Personal qualities for the job
Timeline
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Catherine Wahu

Lancaster,PA

Summary

I have achieved exceptional customer service in finance services to help customers achieve their goals.

iI am a customer retention specialist following old and new customers to make sure that everything is working smoothly with their financial goals

I have achieved great experience to help customers manage their finances through online banking services and mobile banking

Overview

17
17
years of professional experience

Work History

Teller/Consumer Banking/Retention specialist

Fulton Bank
07.2024 - Current
  • Exceptional Customer Service Representative/ Retention Services Keeping Strong Customer Relationships to exciting and new customers
  • Greet customers Help them with their financial needs
  • Effective listening skills
  • ATM Settlement and Audit
  • Night Drop Processing
  • Vault Audit and Branch capture proof and correct checks
  • Work towards customers satisfaction and using centric approach to customer engagement and communication
  • Help customers to understand and use technical tools such as online banking and applications
  • Detail oriented
  • Fulton Bank1160 Lititz pike lititz Pa
  • From July222024 to date

Universal Banker

Truist Bank
05.2022 - 03.2024
  • Open facility daily and prepare area for service
  • Greet customers and ask questions to figure out their needs
  • Effective listening skills and effective questions to find needs
  • Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save
  • Work toward customer satisfaction and consistently deliver fast knowledgeable services for diverse banking needs
  • Help customers understand and use technical tools such as mobile banking applications and online banking
  • Conduct special services such as ordering checks and placing a stop payment order
  • Modify, open, and close customer accounts
  • Advise customers on bank products, services, and financial planning options
  • Adhere to all bank security, audit, and compliance requirements
  • Cross selling
  • Maintain cash drawer by following exact procedures for transaction and strong security protocols
  • Rapid10 key data entry
  • Verify amount and integrity of every check or funds transfer
  • Consistently achieve a99% teller/ and box balancing in average
  • Self-motivated, assertive, and able to multi-task effectively
  • Detail-oriented, efficient, and organized
  • Team player
  • MS office proficient
  • Reliable, friendly, and energetic
  • Quick thinking skills
  • Time management skills

Office Assistant

H & R Block
01.2022 - 04.2022
  • Greet customers, visitors or callers and handle inquiries or direct to the right person
  • Support office needs, including taking messages, scanning documents and routing business correspondence
  • File and retrieve records
  • Offer diverse clerical support to office team members
  • Collect payments and issue receipts
  • Book appointments

Certified Nurse Assistant

Brethren Village
01.2008 - 01.2021
  • Care for elderly senior citizens with their daily activities, such as -Bathe, groom, toilet and be a companion
  • Provide physical support
  • Social action or rehabilitation programs
  • Record vital signs, height, and weight
  • Emotional and spiritual support
  • Answer phone calls about patients
  • Document information
  • Help with some medical procedures
  • Transport patients
  • Dietary support and care
  • Report patient status
  • Help with equipment and tools

Education

Administrative Assistant - Administrative

Penn Foster Career School
Scranton, PA
07.2020

Skills

  • Exceptional Customer Service Representative/ Retention Services Keeping Strong Customer Relationships to exciting and new customers
  • Greet customers Help them with their financial needs
  • Effective listening skills
  • ATM Settlement and Audit
  • Night Drop Processing
  • Vault Audit and Branch capture proof and correct checks
  • Work towards customers satisfaction and using centric approach to customer engagement and communication
  • Help customers to understand and use technical tools such as online banking and applications
  • Detail oriented

Personal Goals

  • Engage with customers to develop a positive customer experience. Strive to make each customer interaction the best experience of their day.
  • Develop new and existing customer by understanding their financial needs, providing products and solutions to help them spend and save.
  • Go beyond for customers to strengthen and keep long term customer relationship through effective accounts management.
  • Strong sense of banking ethics.
  • Manage escalations with polite service, knowledgeable support, and professionalism to satisfy customers’ needs and protect the bank’s reputation.

Personal qualities for the job

  • Caring, authentic, reliable
  • Ability to care for multiple patients at once.

Timeline

Teller/Consumer Banking/Retention specialist

Fulton Bank
07.2024 - Current

Universal Banker

Truist Bank
05.2022 - 03.2024

Office Assistant

H & R Block
01.2022 - 04.2022

Certified Nurse Assistant

Brethren Village
01.2008 - 01.2021

Administrative Assistant - Administrative

Penn Foster Career School

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Catherine Wahu