Motivated, customer oriented professional with 36 years of customer service. proven track record of being a team player, willing to work closely with others to achieve goals.
I worked 12 years in the computer room, making sure all transaction reports were downloaded, printed and distributed to the responsible parties. I worked 16 years in our bookkeeping department, proofing all transactions, filing and maintaining each customers account information, posting all transactions to their appropriate files. Reconciliation of all general ledger accounts. I was vault teller for 4 yrs, taking payments cashing checks, handling ATM balancing and processing of deposits. I maintained my cash drawer, balancing these each day. From there I became a Relationship Banker my duties consist of opening checking, savings accounts for personal and business customers. Interviewing the customer to determine what product best meets their financial needs. I open individual retirement plans, make transfers, cash advances, and wire transfers. Creating and filing financial reports, updating and reviewing financial records. Monitoring accounts payable and receivable. I record, organize and manage daily financial data.
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Performed administrative tasks to support business operations. Data entry, filing, and record keeping. scheduling appointments, handling mail, answering phones.