Danielle Despres
King George,VA
Summary
Universal Banker with cash handling experience and strong customer service skills. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Experienced in paying superior attention to detail and ethical nature during the relationship review process. Asking open ended questions to spot red flags or fraud. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
3
3
years of professional experience
Work History
Universal Banker
C&F Bank
09.2022 - Current
- Assisted clients with account inquiries and transactions, ensuring accuracy and compliance with banking regulations.
- Trained new staff on bank policies, procedures, and customer service standards to promote consistency in performance.
- Analyzed client needs to recommend appropriate banking products, contributing to increased sales and client engagement.
- Conducted thorough customer assessments to identify specific customer needs and uncover risks.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Cultivated relationships with clients, providing tailored financial advice to enhance customer satisfaction and retention.
- Collaborated with team members to streamline operational processes, improving overall efficiency in service delivery.
Education
Associate of Science - Information System Technology And Cybersecurity
Germanna Community College
Fredericksburg12-2024
Skills
- Branch operations
- Cash handling proficiency
- Due diligence
- Financial advising
- Customer needs assessment
- Document preparation
- Performance tracking
- Banking software navigation
Timeline
Universal Banker
C&F Bank
09.2022 - Current
Associate of Science - Information System Technology And Cybersecurity
Germanna Community College