Giovanna Bartra
Rahway,NJ
Summary
Dynamic Universal Banker with cash handling proficiency and transaction processing expertise. Proven ability to enhance customer satisfaction through personalized banking solutions and effective communication.
Overview
26
26
years of professional experience
Work History
Universal Banker
Columbia Bank
Rahway, NJ
10.2000 - Current
- Streamlined daily operations by implementing effective workflow procedures to improve customer experience.
- Assisted customers with account inquiries and transactions, enhancing service efficiency.
- Trained new staff on operational procedures and customer service protocols, promoting a collaborative team environment.
- Educated clients on banking products and services, fostering informed decision-making.
- Analyzed customer feedback to identify service gaps and initiate improvement plans for enhanced satisfaction.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Educated customers on features and benefits of banking products and services.
- Assisted customers with banking needs and inquiries.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Arranged monies received in cash boxes and coin dispensers according to denominatio n.
- Handled various accounting transactions.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Education
High School Diploma -
Jose Faustino Sanchez Carrion
Lima-Peru12.1986
No Degree - Computer Science
Kean University
Union, NJNo Degree - English-as-a-Second-Language Education
Union County College
Cranford, NJ09.1996
Skills
- Cash management
- Digital payment systems
- Account openings
- Deposit processing
- Wire transfers
- Transaction processing
- Payment processing
- Check processing
- Electronic funds transfer
- Cash handling proficiency
- Check cashing
- Money handling
- Account transaction management
- Dual control vaults
- Know your customer guidelines
- Educating clients
- Cash handling compliance
- Customer service
- Know your customer
- Branch operations
Timeline
Universal Banker
Columbia Bank
10.2000 - Current
No Degree - Computer Science
Kean University
High School Diploma -
Jose Faustino Sanchez Carrion
No Degree - English-as-a-Second-Language Education
Union County College