Assisted customers with inquiries and product selection.
Collaborated with team members to enhance service quality.
Resolved escalated customer issues in a timely manner while maintaining a high level of professionalism.
Provided customer service to clients by answering inquiries, resolving problems and providing product information.
Maintained up-to-date knowledge of company's products and services portfolio.
Used service skills and technical knowledge to ascertain issues and provide swift, successful resolutions.
Developed client relationships through regular communication and tailored service offerings.
Facilitated loan applications by gathering necessary documentation from clients.
Collaborated with team members to identify cross-selling opportunities for banking products.
Educated clients on various banking services, enhancing their understanding of options available.
Helped customers complete withdrawals, deposits and transfers as well as open new accounts and obtain balance information.
Gathered information from customers to open new accounts or update existing account information.
Initiated processes to open new accounts or close existing ones.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Financial Relationship Banker
Huntington National Bank
Sterling Heights
08.2022 - 10.2024
Provided personalized financial advice and product recommendations to clients.
Conducted regular outreach to maintain strong relationships with existing clients.
Assisted clients with transactions and resolved banking inquiries promptly.
Educated customers on banking services and digital tools for convenience.
Collaborated with team members to enhance branch operations and service quality.
Supported the implementation of promotional campaigns for new products and services.
Advised customers on bank products, services and financial planning options.
Opened, changed and closed customer accounts.
Maintained knowledge of current banking regulations to ensure compliance with all applicable laws and regulations.
Cross-sold bank products such as credit cards, debit cards, investments and insurance plans to existing customers.
Identified customer needs and provided appropriate banking solutions and services.
Provided personalized customer service to clients, including answering inquiries and resolving complaints.
Developed strong relationships with customers by providing excellent customer service while building a loyal client base.
Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
Opened various types of business accounts, ensuring compliance with banking regulations.
Entered and managed data for various consumer loan applications, such as home equity, personal, and debt consolidation loans, maintaining high standards of accuracy.
Managed the opening of business and consumer credit cards, supporting client credit needs.
Guided business clients through loan recommendations, accurately entering applications and gathering required documentation.
Executed wire transfers efficiently, ensuring accuracy and compliance with financial regulations.
Facilitated referrals to mortgage officers, investment specialists, and insurance agents to enhance client financial solutions.
Relationship Banker I
Huntington National Bank
Sterling Heights
07.2020 - 08.2022
Recommended and facilitated the opening of personal accounts, enhancing client satisfaction and financial growth.
Processed credit card account openings with precision, maintaining adherence to financial regulations and customer needs.
Evaluated and submitted applications for personal loans, focusing on unsecured and debt consolidation options.
Facilitated customer transactions, payments, and disputes with accuracy and professionalism.
Processed wires and ensured ATM functionality to maintain seamless banking operations.
Balanced ATM transactions to ensure accurate cash distribution and reconciliation.
Teller II
Chemical Bank
Mount Clemens
01.2018 - 07.2020
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Processed daily transactions including deposits, withdrawals, payments, and wires with precision.
Balanced the main vault to ensure accurate cash management and security.
Managed ATM balancing processes to maintain precise financial operations.
Coordinated branch schedules to maintain seamless workflow and customer service excellence.
Referred clients to business partners for mortgage and investment opportunities.
Senior Manager, Vice President – Cloud Cybersecurity Risk at Huntington National BankSenior Manager, Vice President – Cloud Cybersecurity Risk at Huntington National Bank