J. Alex Kahn
Mason,OH
Summary
Accuracy-focused banking professional experienced in cash handling, transaction management and fraud prevention. Promotes bank products and services to drive revenue and customer loyalty. Persuasive communicator analytical in solving customers' problems.
Overview
5
5
years of professional experience
Work History
Consumer Banker II
First Financial Bank
West Chester, OH
03.2023 - Current
- Provided customers with detailed information about consumer banking products and services.
- Developed customer relationships to identify new sales opportunities.
- Performed loan origination activities including credit applications, verifications, and closings.
- Researched customer inquiries regarding account balances, fees, interest rates, and other related issues.
- Ensured timely processing of deposits, withdrawals, transfers, payments, checks.
- Identified cross-selling opportunities by understanding customer needs and recommending appropriate solutions.
- Assisted customers with online and mobile banking systems setup or troubleshooting issues.
- Advised customers on strategies for achieving their short-term or long-term financial goals.
Financial Wellness Consultant
Key Bank
Cincinnati, OH
12.2020 - 03.2022
- Provided customers with detailed information about consumer banking products and services.
- Researched customer inquiries regarding account balances, fees, interest rates, and other related issues.
- Ensured timely processing of deposits, withdrawals, transfers, payments, checks.
- Identified cross-selling opportunities by understanding customer needs and recommending appropriate solutions.
- Assisted customers with bank operations, opening accounts, accessing safe deposit boxes and ATM operations.
- Resolved problems or discrepancies concerning customers' accounts.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Performed special services for customers, ordering bank cards and checks.
Project Coordinator
Comcast Business
West Chester, OH
02.2019 - 12.2020
- Analyzed data related to projects in order to identify areas for improvement or optimization opportunities.
- Monitored performance metrics such as cost, timeline, quality control and customer satisfaction levels.
- Maintained a detailed database of project information including budgeting, resources and deliverables.
- Coordinated with internal departments as well as external vendors to ensure successful completion of tasks.
- Assessed, monitored and reported on work progression.
- Prepared status reports to communicate progress to stakeholders and management teams.
- Coordinated with department leads to identify and outline solutions to client-specified challenges.
- Create job status reports involving inspection of received pictures from technician throughout install to inspect quality of work.
Education
High School Diploma -
Fairfield High School
Fairfield, OH06.2006
Electronic Media
University of Cincinnati Blue Ash College
Cincinnati, OHSkills
- New Account Setup
- Cash Handling
- Payment Processing
- Account Security
- Customer Service-Oriented
- Honest and Dependable
- Data Entry
- Team Cooperation
- Relationship Building
- Pleasant and Personable
References
References available upon request.
Timeline
Consumer Banker II
First Financial Bank
03.2023 - Current
Financial Wellness Consultant
Key Bank
12.2020 - 03.2022
Project Coordinator
Comcast Business
02.2019 - 12.2020
High School Diploma -
Fairfield High School
Electronic Media
University of Cincinnati Blue Ash College