Dedicated Client Relationship Consultant with expertise in customer financing and relationship building. Proven ability to resolve inquiries efficiently and supervise daily banking operations.
Overview
10
10
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
Milwaukee, Wisconsin
06.2015 - Current
Performed account opening for new customers, processed deposits, withdrawals, loan applications.
Assisted customers with financial services inquiries, including account opening, loan applications, and bill payments.
Verified information provided by customers during account opening process for accuracy.
Prepared account opening documents according to established procedures and regulations.
Collected documents necessary for account opening and maintenance processes.
Assisted customers in completing account opening documents such as deposit slips and withdrawal forms.
Organized documents required for account opening process in accordance with company policies and procedures.
Reviewed customer documentation prior to account opening and closing in order to verify identity information provided by customers.
Assisted customers with banking inquiries, account opening, and loan applications.
Resolved customer queries related to account opening in a timely manner.
Supervising daily operations of a bank branch, including customer service, cash handling, and account opening activities.
Assisted customers with their banking needs, including opening new accounts and providing information on services.
Assisted in opening new accounts for customers, including checking and savings accounts.
Assisted customers with opening new accounts and completed all required paperwork accurately.
Assisted customers with opening new accounts, transferring funds between accounts, closing existing accounts and making loan payments.