Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
5
5
years of professional experience
Work History
Universal Banker
Provident Bank
Piscataway, NJ
03.2024 - 06.2024
Provided guidance on establishing automatic transfers between various accounts.
Answered telephone inquiries regarding account balances, fees or general information.
Maintained optimal financial controls by securing funds and making accurate transactions.
Completed daily cash balancing and operated ATMs.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Processed general ledger tickets for expenses and fee income.
Researched account information regarding loans and deposits.
Utilized banking software to update client accounts and process transactions efficiently.
Teller
Citizens Bank
New-port, New Jersey
06.2023 - 12.2023
Maintained confidentiality of all customer records and information according to company policies.
Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
Explained account information to customers in detail as needed.
Maintained accurate records of all transactions for compliance purposes.
Assisted customers in opening new accounts and completing required paperwork.
Cross-sold additional bank products when applicable to meet customer needs.
Continuously updated knowledge about banking products, services, policies and regulations.
Verified customers' identification to ensure compliance with laws and regulations.
Balanced cash drawers on a daily basis.
Universal Banker
The varachha co-operative bank Surat, India
Surat, Gujarat
01.2019 - 12.2021
Assisted customers with setting up direct deposits for their payroll checks.
Processed deposits, withdrawals, loan payments and other financial transactions.
Provided guidance on establishing automatic transfers between various accounts.
Attended weekly meetings with branch managers to discuss goals related to sales targets.
Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
Answered telephone inquiries regarding account balances, fees or general information.
Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.