Experienced banking professional with a comprehensive background in financial services and client management. Demonstrated success in enhancing customer experiences and streamlining banking operations. Thrives in collaborative team environments and adapts seamlessly to dynamic work settings. Possesses strong skills in account management and delivering exceptional customer service.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions. Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines. Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies. Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
Enhanced team knowledge by sharing best practices in cash handling and customer service. Increased customer satisfaction through friendly interactions and resolving issues promptly. Boosted cross-selling of bank products by identifying customer needs during transactions. Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention. Reinforced customer trust by providing accurate account information and transaction confirmations. Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity. Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions. Developed comprehensive knowledge of credit union products, staying current on updates for informed recommendations to members. Collaborated with team members to ensure seamless operations during peak hours or staff shortages. Followed up with customers about resolved issues to maintain high standards of customer service. Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services. Enhanced digital banking adoption among clients with targeted education initiatives. Verified customer identity and reviewed documentation for accuracy. Greeted customers and delivered information about new account processes.
Answered telephone inquiries on checking and savings accounts, loans, and lines of credit. Mentored junior tellers, fostering professional development and growth within the team. Maintained up-to-date knowledge of banking policies, procedures, and regulatory requirements for effective guidance of team members and clients alike. Served as a trusted resource for colleagues on complex transactions or challenging customer situations. Replenished ATM funds in empty canisters prior to validation process. Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction. Contributed to the achievement of branch sales goals by identifying opportunities for additional product offerings based on customer needs.