Providing customer service through opening business account, CD account, money market account, checking and savings account, trust account, ira account, credit card.
Answer incoming calls, assisting customer with their operations.
Processing customer payments whether credit card or check.
Engaging customers to get HELOC program.
Manage deposits, withdrawals, transfers and check cashing: verify customer identification, signature and balance information; process loan payments; and open/close accounts.
Receive cash and checks for deposit and examine bills and checks for endorsement.
Educating customers on online service offering and mobile apps.
Issuing official checks, cash advances, money orders.
Ensure policies and procedures compliance while processing transaction and Recorded amount received and prepared reports of transactions.
Balanced cash drawer at shift beginning and ending.
Recommending bank products that met the customer’ needs, to exceed goals.
Serving clients to legalize their documents as a notary.
Processing different kinds of loans like Express Loan, Business Loan, car loan.