Emely Serrata

Serviced customers on teller line and platform for personal deposit accounts and banking transactions.

• Assisted clients with account inquiries, resolving issues to enhance satisfaction.
• Opened new checking and savings accounts along with wire transfers and direct deposits.
• Managed ATM operations, including deposit pulls and cash refills for seamless banking services.
• Processed cash transactions, ensuring accuracy in cashing checks and balancing cash drawer.
• Adhered to safe deposit box procedures to maintain compliance and security.
• Made timely decisions and resolved problems, escalating complex issues to management when necessary.

• Service the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
• Understand customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
• Connect with customers, provides financial advice, and deepens relationships through the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
• Perform customer transactions including deposits, withdrawals, loan and safe deposit box payments efficiently
• Process cash transactions such as cashing checks, verifying currency, balancing cash drawer, and night deposits with a high level of accuracy
• Adheres to safe deposit box procedures/operations and guidelines
• Made sound decisions and provided timely problem resolution, escalating complex issues to management as required.
• Ensured compliance with company guidelines and regulations, including Bank Secrecy Act and Patriot Act, to minimize risk and safeguard customer interests.
• Balanced cash drawers, ATMs, and Teller Cash Dispensers (TCDs)/Teller Cash Recyclers (TCRs) as needed.

• Perform customer transactions including deposits, withdrawals, loan and safe deposit box payments efficiently
• Process cash transactions such as cashing checks, verifying currency, balancing cash drawer, and night deposits with a high level of accuracy
• Adheres to safe deposit box procedures/operations and guidelines
• Made sound decisions and provided timely problem resolution, escalating complex issues to management as required.
• Ensured compliance with company guidelines and regulations, including Bank Secrecy Act and Patriot Act, to minimize risk and safeguard customer interests.
• Balanced cash drawers, ATMs, and Teller Cash Dispensers (TCDs)/Teller Cash Recyclers (TCRs) as needed.