Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
6
6
years of professional experience
Work History
Deposit Operations Representative I
Essex Savings Bank
04.2022 - Current
Reviewed new accounts for accuracy
Reconciled monthly general ledgers
Assisted customers with account questions
Processed incoming and outgoing wires
Scanned daily work
Reviewed daily reports for accuracy and errors
Customer Service Specialist
Jewett City Savings Bank
11.2021 - 04.2022
Opened, closed and updated accounts for customers.
Provided advice on different bank products and financial options.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Represented bank at community events to establish strong ties and promote business.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Head Teller
Scient Federal Credit Union
03.2021 - 10.2021
Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Performed vault, alarm and door duties to facilitate opening and closing of operations.
Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Supported, trained and encouraged 3 employees to actively cross-sell financial institution service and product offerings.
Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
Member Service Representative Supervisor
Westerly Community Credit Union
07.2020 - 03.2021
Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Performed vault, alarm and door duties to facilitate opening and closing of operations.
Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Supported, trained and encouraged 3 employees to actively cross-sell financial institution service and product offerings.
Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
Member Service Representative
Charter Oak Federal Credit Union
12.2018 - 07.2020
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Achieved consistent recognition as top sales performer.
Executed wire transfers, stop payments and account transfers.
Flex Banker
Washington Trust Company
02.2024 - Current
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Systems Analyst-PLSQL Developer/Data Engineer/Lead at Philippine Savings Bank (Strongest Savings Bank)Systems Analyst-PLSQL Developer/Data Engineer/Lead at Philippine Savings Bank (Strongest Savings Bank)