Open To Work
DeShawn Cole
Brooklyn
Summary
Knowledgeable Universal Banker equipped to handle fast-paced banking work. Serves customers with expertise in business and personal banking. Highly proficient in handling teller work, setting up accounts and selling bank products.
Overview
19
19
years of professional experience
Work History
Universal Banker
HAB BANK
New York
07.2024 - Current
- Processed customer transactions efficiently and accurately.
- Assisted clients with account inquiries and banking services.
- Educated customers on financial products and services available.
- Collaborated with team members to improve customer experience.
- Resolved customer complaints with professionalism and care.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Answered telephone inquiries regarding account balances, fees or general information.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Verified customer identity through driver's license or other forms of identification.
- Received incoming wires from other financial institutions into customer accounts.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Resolved customer issues efficiently to build loyalty.
Client Associate
Flagstar Bank
04.2010 - Current
- Preparing and compiling new client applications and information to open new accounts and order all necessary check books and ATM cards.
- Assist in processing wire transfers for clients as needed.
- Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business.
- Respond to client inquiries and requests regarding accounts, balances, etc.
- Coordinate and assist back-office personnel in resolving credit problems, delinquent payment issues, and other related client issues.
- Assist in maintaining operational compliance with bank policies and regulatory requirements.
- Assist with Account Opening process following established procedures and policies.
Customer Service Officer
Citi Bank
08.2006 - 11.2009
- Greet clients and created relationships to determine their financial needs.
- Responsible for cash and check deposits, processing loan payments, and opening new accounts.
- Prepared daily reports of banking transactions and assisted manager with monthly audits and review of financial center reports.
- Performed cash management, balanced cash drawers and petty cash.
- Follows department policies and procedures, regulations and security procedures, completes necessary documents and maintain customer confidentiality.
- Resolve discrepancies in accounting processes.
Education
Diploma -
Martin Luther King Jr. High School
Skills
- Communication and conflict resolution skills
- Customer service
- Cash Handling
- Ability to use computers to enter customer data and write reports
- Multi-tasking
- Detail Oriented
- Problem solving
- Customer relationship management
- Effective communication
- Attention to detail
- Team collaboration
- Client servicing
- Wire transfers
- Reviewing documents
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteOn-SiteHybridSalary Range
$50000/yr - $200000/yrTimeline
Universal Banker
HAB BANK
07.2024 - Current
Client Associate
Flagstar Bank
04.2010 - Current
Customer Service Officer
Citi Bank
08.2006 - 11.2009
Diploma -
Martin Luther King Jr. High School