Jonathan Mattox

Pull daily reports

● Assist customers with online banking questions

● Open accounts

● Cross sell

● Daily Transactions

● Troubleshooting online banking

• Collaborated with team members to resolve customer issues efficiently.
• Maintained accurate records of customer interactions and resolutions.
• Engaged in ongoing learning to enhance technical knowledge and skills.

• Processed customer transactions accurately and efficiently, ensuring compliance with banking policies.
• Assisted customers with account inquiries, contributing to high satisfaction levels.
• Maintained cash drawer accountability, reconciling discrepancies promptly.
• Educated clients on available banking products and services, enhancing customer engagement.

• Cultivated relationships with clients to enhance customer satisfaction and retention.
• Guided clients through various banking services, ensuring understanding of account features and benefits.
• Collaborated with team members to streamline processes, improving overall operational efficiency.
• Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Excellent communication skills, both verbal and written.
• Worked well in a team setting, providing support and guidance.
• Demonstrated respect, friendliness and willingness to help wherever needed.