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.