Eric Burgener
Fort Wayne,IN
Summary
Accuracy-focused banking professional experienced in cash handling, transaction management and fraud prevention. Promotes bank products and services to drive revenue and customer loyalty. Persuasive communicator analytical in solving customers' problems.
Overview
7
7
years of professional experience
Work History
Retail Banker
Lake City Bank
Fort Wayne, Indiana
06.2023 - Current
- Greeted customers and identified customer needs to provide appropriate banking services.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
- Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
- Provided excellent customer service by promptly responding to telephone inquiries concerning account information or bank services.
- Conducted financial reviews for customers in order to identify additional products or services that could benefit them.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
- Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
- Adhered to strict security protocols regarding customer information confidentiality.
- Attended regular staff meetings in order to stay abreast of changes in banking regulations.
- Participated in community events related to banking education and outreach programs.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Monitored suspicious activity within the branch premises ensuring safety of staff members.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Coordinated with other departments such as Human Resources or Information Technology when needed.
- Resolved problems or discrepancies concerning customers' accounts.
- Identified transaction errors when debits and credits did not balance.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
Courrier
Delpak Logistics
Fort Wayne, IN
02.2021 - 06.2022
- Loaded and unloaded cargo from trucks, vans, and containers.
- Inspected shipments for damages or discrepancies; recorded any issues found.
- Communicated with customers to coordinate delivery times.
Administrative Intern
Church
Fort Wayne, IN
05.2017 - 01.2021
Education
Bachelor of Science - Sytematic Theology
Dominican House of Studies
Washington, DC06-2017
Bachelor of Arts - Theology
Mount St Mary's University
Emmitsburg, MD05-2017
Philosophy Certificate -
Mount St Mary's University
Emmitsburg, MD06-2013
Bachelor of Arts - Geography
Indiana Uniniversity
Bloomington, IN08-2011
Skills
- Customer financing
- Branch operations
- Cash Handling
- Data Entry
- Account Security
- Currency Exchange
- Fee Calculations
- Payment Processing
- Regulatory Compliance
- Vault Monitoring
- Customer Service
- Fraud Detection
- Accounting Software
- Problem-Solving
- Staff Assistance
- Customer Service-Oriented
- Organizational Skills
- Active Listening
Timeline
Retail Banker
Lake City Bank
06.2023 - Current
Courrier
Delpak Logistics
02.2021 - 06.2022
Administrative Intern
Church
05.2017 - 01.2021
Bachelor of Science - Sytematic Theology
Dominican House of Studies
Bachelor of Arts - Theology
Mount St Mary's University
Philosophy Certificate -
Mount St Mary's University
Bachelor of Arts - Geography
Indiana Uniniversity