Deeandra Johnson

I did not pass my SIE exam. I ultimately lost my position as a Client Service Representative. I was never able to actively work the role as a Client Service Representative.

• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Worked with vendors and suppliers to support timely delivery of products and services.
• Established successful account relationships by building rapport and maintaining consistent communication.
• Managed accounts to retain existing relationships and grow share of business.
• Built relationships with customers and community to establish long-term business growth.

• Assist clients with accurate eligibility form, application, and document completion
• Resolve discrepancies with client applications to verify eligibility
• Process and certify documents for accuracy and compliance with government regulations
• Communicate with people from various cultures and backgrounds on the application process
• Facilitate information and resource exchanges with external agencies to progress client applications.

• Created and maintained databases to track customer discussions and preferences for accurate, updated records
• Communicated regularly with clients to understand needs, evaluate current product use, and cross-sell new products
• Built and maintained relationships with new and existing clients while providing a high level of expertise
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

• Worked closely with management to strategize sales techniques to increase branch production and customer service
• Cross-sold bank products and services to meet customer needs and provide options
• Managed deposits, withdrawals, and wire transfers to process smooth banking transactions for clients
• Followed up with customers to gather feedback and provide additional assistance
• Networked to increase client base and encourage existing clients to expand financial portfolios.

• Promoted financial products by maintaining excellent service offering knowledge
• Balanced cash drawers and vault accounts on a daily basis with zero discrepancies
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in the database
• Followed up with customers to gather feedback and provide additional assistance.

• Cross-sold bank products and services to meet customer needs and provide options
• Promoted financial products by maintaining excellent service offering knowledge.

• Developed strong relationships with customers through high levels of customer service
• Assisted customers in understanding loan terms and conditions to make informed decisions
• Originated, reviewed, processed, closed, and administered customer loan proposals.