Colleen Sagler

• Assisted customers in opening new accounts, ensuring compliance with bank policies and regulations.
• Provided exceptional customer service, addressing inquiries and resolving issues promptly and effectively.
• Processed account applications efficiently using banking software, maintaining accuracy throughout the process.
• Educated clients on bank products and services, enhancing their understanding of financial options available.

• Collaborated with team members to streamline account setup processes and improve overall operational efficiency.
• Conducted follow-up communications with clients to confirm account details and promote additional banking services.
• Maintained organized records of new accounts, ensuring adherence to data privacy standards and regulatory requirements.
• Trained new staff on account opening procedures and customer service best practices to enhance team performance.

• Processed customer transactions efficiently, ensuring accuracy in cash handling and account management.
• Assisted customers with inquiries and account-related issues, enhancing overall service satisfaction.
• Maintained compliance with banking regulations and internal policies to safeguard customer information.
• Educated customers on bank products and services, promoting features that meet their financial needs.

• Prepared individual tax returns ensuring compliance with federal and state regulations.
• Analyzed financial documents to identify deductions, credits, and potential savings for clients.
• Assisted clients in gathering necessary documentation to streamline tax preparation processes.
• Reviewed previous tax filings to ensure accuracy and identify opportunities for corrections.

Answered incoming calls and booked tax appointments. Checked clients in for their appointments. Ordered office supplies. Scheduling of all employees in the office.