Heather Lehwald

• In addition to my CSR 3 position, I was chosen and currently train new hires to Premier Bank at my branch
• Entails all aspects of CSR duties

• Correspond with feedback to the training team

• Provided accurate information about products and services to customers.
• Maintained a high level of professionalism when dealing with difficult customers.
• Provided exceptional customer service to ensure customer satisfaction.
• Consistently meets referral goals for partners and products-Top Tier in Stack Ranking

• Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
• Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
• Greeted visitors and provided them with assistance.
• Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
• Maintained a neat reception area by organizing materials and tidying up furniture.
• Performed data entry tasks into various computer systems accurately and promptly.
• Provided excellent customer service at all times while interacting with both internal and external customers.
• Scheduled appointments for clients, customers, and other visitors.
• Processed payments and updated accounts to reflect balance changes.

• Developed strong relationships with customers by providing personalized assistance and support.
• Identified opportunities for upselling additional products or services based on customer needs.