Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Service Support
Banc of Cal
Durham , NC
08.2020 - Current
Orders checks, place stop payment orders and conduct additional special services for customers
Provides customer service support to clients in a timely and efficient manner
Completes day-to-day duties accurately and efficiently
Provides front and backline customer support
Assists in training my colleagues on policy and procedures
Processes account maintenance/updates & corrections on IBS;
Acts as point of contact for clients in a designated area, including overseeing all aspects of the deposit relationship of a client when coverage was needed.
Follows policies and procedures, completes tasks correctly and on time, and supports the company's goals and values
Verifies customers' identification to ensure compliance with laws and regulations
Issues cashier's checks and deposited transactions when coverage was needed
Works with other banking professionals to provide a seamless customer service experience
Cross-trains when needed (Teller, Client Service Support, Receptionist, Client Service Representative)
Teller III
Truist Bank
Durham , NC
01.2016 - 09.2019
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services
Balanced cash drawers on a daily basis
Assisted customers in opening new accounts and completing required paperwork
Explained account information to customers in detail as needed
Explained the features of various banking products available to customers
Reported any operational issues or system problems that occurred during shift promptly
Maintained confidentiality of bank records and client information
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products
Trained employees on cash drawer operation
Balanced daily cash deposits and vault inventory with zero error rate