Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elizabeth Acres

Roy,WA

Summary

Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques.

Overview

30
30
years of professional experience

Work History

New Accounts Representative

Heritage Bank NA
Graham, WA
02.2007 - 08.2013

Presented new and additional products and services to existing customers.

  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.
  • Obtained credit records from reporting agencies.
  • Negotiated contracts and handled paperwork such as invoices and orders.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Solved customer challenges by offering relevant products and/or services
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Carried out day-day-day duties accurately and efficiently.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Proved successful working within tight deadlines and fast-paced atmosphere.

Manager/Consumer Loan Officer

US Bank NA
Signal Hill , CA
12.1982 - 03.2006
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Evaluated employees' strengths and assigned tasks based upon experience and training.
  • Reviewed performance data to monitor and measure productivity, goal progress and activity levels.

Education

Child Development/Business

L A Valley College
San Fernando, CA

High School Diploma -

Eagle Rock High School
Los Angeles, CA
06.1969

Skills

  • Phone Inquiries
  • Banking Operations Knowledge
  • Customer Care
  • Account Type Familiarity
  • Training Classes
  • Client Correspondence
  • Teller Training
  • Money Handling

Timeline

New Accounts Representative

Heritage Bank NA
02.2007 - 08.2013

Manager/Consumer Loan Officer

US Bank NA
12.1982 - 03.2006

Child Development/Business

L A Valley College

High School Diploma -

Eagle Rock High School
Elizabeth Acres