Results-driven Personal Banker with 8+ years in banking operations. Proven expertise in transaction processing and customer relations. Strong problem-solving and time management skills contribute to business growth.
Overview
9
9
years of professional experience
Work History
Personal Banker
American Savings Bank
Kahului
12.2016 - Current
Processed loan applications and assessed financial information for accuracy.
Educated customers on available banking products and services.
Assisted clients with inquiries and transaction processing efficiently.
Maintained records of customer interactions and transactions accurately.
Facilitated account openings and closings, including loan applications.
Performed daily cash drawer balancing and reconciled discrepancies.
Analyzed customer financial needs to enhance sales opportunities.
Billing Clerk
Maui Medical Group
Wailuku
06.2019 - 04.2021
Accurately processed monthly billing statements for customer accounts.
Efficiently communicated with clients to resolve billing inquiries.
Managed filing duties, including sorting mail and organizing documents.
Promptly processed invoices and payments to ensure timely transactions.
Investigated customer inquiries regarding billing issues and provided resolutions.
Supported various administrative tasks as required.