Summary
Overview
Work History
Skills
Websites
Timeline
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COURTNEY FISHER

Mount Laurel,NJ

Summary

Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.

Overview

7
7
years of professional experience

Work History

Relationship Banker

Truist Bank
Moorestown, NJ
09.2024 - Current
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Analyzed financial data to determine the creditworthiness of potential borrowers.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Processed customer requests for withdrawals or transfers from existing accounts.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.

Universal Operations Specialist Supervisor II

Columbia Bank
Maple Shade, USA
02.2021 - 03.2024
  • Company Overview: Columbia Bank New Jersey
  • Achieved 20% increase in office efficiency by organizing daily calendars & scheduling client appointments
  • Maintained relationships with VIB clients holding over 10 million with the bank
  • Reviewed internal controls for compliance with risk assessment processes and federal regulations
  • Performed regular audits of teller activities maintaining signed records
  • Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions
  • Completed daily cash balancing, including ATM
  • Participated in group discussions with team members to develop new ways to combat fraud
  • Trained employees on additional job positions to maintain coverage of roles at all times
  • Improved branch operations by assuming Assistant Branch Manager duties
  • Columbia Bank New Jersey

Personal Banker

WSFS Bank
Burlington, USA
11.2017 - 02.2021
  • Company Overview: WSFS Bank Burlington, NJ
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts
  • Helped customers open and close accounts, apply for loans and make sound financial decisions
  • Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts
  • Counted as much as $25,000 in daily funds with manual and machine-assisted methods
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction
  • WSFS Bank Burlington, NJ

Skills

  • Ms office
  • Risk Assessment
  • SalesForce
  • NMLS
  • BSA
  • Operations
  • Leadership
  • MS Excel
  • Compliance
  • Certified Notary Public
  • Word Processing

Timeline

Relationship Banker

Truist Bank
09.2024 - Current

Universal Operations Specialist Supervisor II

Columbia Bank
02.2021 - 03.2024

Personal Banker

WSFS Bank
11.2017 - 02.2021

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COURTNEY FISHER