Erick Morales
Fort Lauderdale,FL
Summary
Energetic Branch Representative with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.
Overview
1
1
year of professional experience
Work History
Branch Representative
Seattle Credit Union
07.2022 - 02.2023
- Cross-sold credit cards, auto, mortgage, loan & other Bank products.
- Answers incoming phone lines and, if necessary, directs calls to the appropriate personnel.
- Calculated fees due, interest and change for customer transactions.
- Comprehensive knowledge of state and federal regulations
- Executed wire transfers, stop payments and account transfers.
- Open new accounts and establish member relationships, as the first point of contact
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Educated customers on online banking and mobile banking applications.
- Generated new and repeat sales by providing product and technical information to customers.
- Assisted customers with banking needs and inquiries.
- Assisted Branch Manager in keeping inventory levels aligned with objectives.
- Maintains product sales in accordance with Branch
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Monitored and verified suspicious activity on customer accounts.
- Trained new hires on customer service policies and procedures.
- Maintained friendly and professional customer interactions.
- Functioned well in high-paced and stressful environment.
- Generated monthly reports on customer activity and customer feedback.
- Received loan and utility payments, sending funds to correct
- Referred customers to other banking departments for
- specialized services.
- Serves as member consultant, provides information and applicable forms concerning products and services
Education
Currently enrolled, Business Transfer degree Associates -
Seattle Central college
High School Diploma -
Chief Sealth Internatitonal High School
01.2021
Skills
- Branch Representative
- Accounting and Balancing
- Verifying Data/Documents
- Computer Software
- Customer Service
- Fraud Detection
- New Account Setup
- Vault Monitoring
- Customer Loan Processing
- Pleasant and Personable
- Compliance, Banking Laws, and Regulations
- Bilingual in Spanish
- Sorting and Filing
- Team Cooperation
- Balance Verification and Reconciliation
- Account Services
- Night and Safe Deposit Procedures
- Cash Handling up to 500k a day
Timeline
Branch Representative
Seattle Credit Union
07.2022 - 02.2023
Currently enrolled, Business Transfer degree Associates -
Seattle Central college
High School Diploma -
Chief Sealth Internatitonal High School
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