Relationship Banker
Bank of America
- Self-Service Migration via Lobby Customer Engagement
- Consumer and Small Business "Digital Expertise": Online, ATM, ATA, Mobile, Remote Deposit, OLBS, Cash Pro, Utilize Tablet Technology and Connect to OLB on bank PCs.
- Skills on Sales and Service functions like New Account Opening, Account Servicing, Problem Handling, Notary and Customer Treatment
- Skilled at identifying customer needs and making warm handoffs to business partners like: Investments/Merrill, Small Business, Mortgage Etc.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
- Assisted clients in navigating complex banking services, making their banking experience smoother.
- Responded to customer inquiries regarding new accounts and account services.
- Financial Center ATM Operator: Audited once monthly, Cash replenishment, Retrieved Customer Cash and Checks deposit daily, trouble shoot machine and handled customer issues to ensure customer satisfaction.
