Personal Banker
IBC Bank
5615 Kirby Dr, Houston, TX 77005
03.2017 - 04.2019
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Collected customer information and completed new account forms.
- Processed customer payments and account setup charges.
- Interviewed customers to obtain information needed for opening accounts.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Tracked and processed customer account requests and applications.
- Explained account terms and conditions to customers.
- Monitored accuracy of customer information in system.
- Maintained customer records and updated account information.
- Provided customers with additional information regarding account services.
- Processed deposits, withdrawals and ACH transfers accurately.
- Cross-sold bank products and services to meet customer needs and provide options.