Summary
Overview
Work History
Education
Skills
Timeline
Generic

FELICIA WELCH

Brooklyn,NY

Summary

Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.

Overview

17
17
years of professional experience

Work History

Associate /Personal Banker

JPMorgan Chase
Brooklyn, NY
11.2019 - Current
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Assisted customers with account opening and maintenance.
  • Educated customers about the features and benefits of different types of banking products offered by the bank.
  • Analyzed customer needs and provided appropriate financial solutions.
  • Maintained accurate records of all customer accounts and transactions.
  • Provided customer service by attending to their inquiries and requests for information.

Bank Associate Supervisor

Investors Bank
Brooklyn, USA
06.2016 - 04.2019
  • Scheduled and coordinated the daily and weekly workflow and CSA staff
  • Conducted regular CSA staff meeting to ensure compliance with the bank policies and procedures.
  • Maintained vault control to include cash orders, shipment verifications and vault logs
  • Researched, reported, and tracked CSA differences.
  • Performed branch audits of CSAs and consignment items.
  • Maintained a thorough knowledge of bank products, services, policies, procedures, regulations and compliance requirements.

Customer Service Associate II

Investors Bank
Brooklyn, NY
04.2012 - 06.2016
  • Processed customer transactions according to bank policies and procedures.
  • Demonstrated active listening skills when responding to customer questions and complaints.
  • Performed additional duties as assigned by management team.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Supported sales team members to drive growth and development.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Teller (Part-Time)

Brooklyn Federal Savings Bank
Brooklyn, USA
05.2007 - 03.2012
  • Educated customers on the various products and services available to them.
  • Assisted customers in reaching their financial goals by directing them to Relationship Bankers or other lines of business,
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Balanced cash drawers on a daily basis.
  • Answered customer inquiries regarding bank products and services.
  • Explained account information to customers in detail as needed.
  • Processed wire transfers for customers both domestically and internationally.

Education

Associate Degree - Accounting

Kingsborough Community College
New York, NY
05.2011

Skills

  • Attention to Detail
  • Excellent Customer Service
  • Cross-Selling and Upselling
  • Relationship Building
  • Interpersonal Skills
  • Relationship building and management

Timeline

Associate /Personal Banker

JPMorgan Chase
11.2019 - Current

Bank Associate Supervisor

Investors Bank
06.2016 - 04.2019

Customer Service Associate II

Investors Bank
04.2012 - 06.2016

Teller (Part-Time)

Brooklyn Federal Savings Bank
05.2007 - 03.2012

Associate Degree - Accounting

Kingsborough Community College

Similar Profiles

CREATE PROFILE
FELICIA WELCH