Cortney Wentzell

- Provided exceptional customer service by assisting members with their banking needs, including account inquiries, transactions, and problem resolution.

- Educated members on products and services, helping them make informed financial decisions.

- Managed account maintenance tasks such as opening new accounts, updating information, and processing payments.

- Worked collaboratively with team members to achieve branch goals and maintain a high level of service.

- Provided administrative support to the mortgage department, assisting with loan processing.

- Reviewed and organized mortgage documents, ensuring accuracy and compliance.

- Coordinated with team members to resolve issues and streamline workflow.

- Assisted in customer communication, providing updates and answering inquiries.

- Answer and direct phone calls, providing excellent customer service.

- Schedule and coordinate new jobs, ensuring efficient calendar management.

- Prepare and send invoices to clients, maintaining accurate records.