Darlene Needham

Develop relationships with clients, and identify opportunities to help meet their financial needs. Open and preform maintenance on Checking, Savings, Certificate of Deposit, Trust, Estate and IRA accounts. Refer clients to other service channels such as Mortgage, Investment or Treasury Management based on client’s needs. Process a variety of customer transactions accurately and efficiently such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers and issuing monetary instruments. Act as cash vault custodian, responsible for balancing cash vault and maintaining cash recycler, prepare incoming and outgoing cash shipments, maintain branch cash supply and process cash orders based on branch needs.

Maintain and organize car lots. Perform quality check and stage vehicles. Confirm inbound and outbound vehicle shipments. Process inbound and outbound vehicle shipments. Communicate with leadership and delivery drivers to ensure seamless pick and drop off of vehicles. Train new employees on policy and procedures.

Answer phone calls, emails, and voicemails. Perform maintenance on coverage accounts, make outbound sales calls, and create marketing lists. Worked closely with the Office Manager to ensure seamless operations. Responsible for accounts receivable and processing bank drops on a daily basis. Maintain a filing system in compliance with insurance guidelines.

Assist with guest registration and reservations. Answer phones and emails in a timely manner. Organize files and receipts. Maintain a cash drawer. Comply with guidelines to assist guests in resolving complaints and issues. Manage reservations for event rooms.

Answer inbound calls. Upgrade, sell and save digital, basic, high speed, telephony and home security customers. Resolve customer complaints/concerns through active listening, empathy and professionalism. Assist customers with billing inquiries. Maintain and provide information to

prospective customers.