Joshua Moreshead
Cumberland Center,ME
Summary
Dedicated customer service professional with over 5 years of banking experience. Demonstrated proficient ability in sales and relationship building. Responsibilities include opening accounts, sending wires, originating loans, providing solutions/services for customers and training staff.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Teller
Bangor Savings Bank
12.2017 - 01.2020
- Processed customer transactions accurately & promptly while providing excellent customer service.
- Proactively found solutions for customers through product knowledge & problem solving, increasing sales.
- Built strong customer relationships through finding solutions, customer service and product knowledge.
- Assisted 3 branches in the area.
- Managed the vault/ATM (daily balancing, ordering and shipping out cash) & audited monthly.
- Responsible for inventory & procuring supplies for branch.
- Led daily connects for the branch (Customer Xperience Champion).
Customer Service Specialist
Bangor Savings Bank
01.2020 - 03.2023
- Opened business, personal, non-profit & estate accounts.
- Conducted relationship reviews with various business clients.
- Trained new tellers.
- Instrumental in the branch hitting sales goals.
- Processed domestic/international wire transfers.
- Provided notary services to customers & non-customers.
- Loan officer for the branch including HELOCs, credit cards & personal loans.
- Hosted regional Customer Service Specialist connects over Zoom, providing training/information.
- Created basic educational videos for those new to banking, children, those with disabilities etc.
Education
BBA - Finance
University of Southern Maine
Portland, ME08.2027
Skills
- Relationship building
- Product knowledge
- Sales
- Problem solving
- Customer service
- Project management
- Adaptability
- Communication
- Time management
Accomplishments
- Won annual Star Award for exemplifying outstanding performance.
- Opened over 400 accounts totaling more than $12 million.
- Originated & closed over $1 million in loans including HELOCs.
- Exceeded 100 qualified referrals to business partners, helping branch hit sales goals. Among highest in the entire bank.
- Helped branch earn one of the highest customer service scores in the bank (97 out of 100).
- Created basic educational videos for the bank to help those new to banking, children, immigrants, the disabled etc.
Certification
Maine Notary public
Mortgage Loan originator (NMLS# 2341972)
Timeline
Customer Service Specialist
Bangor Savings Bank
01.2020 - 03.2023
Teller
Bangor Savings Bank
12.2017 - 01.2020
BBA - Finance
University of Southern Maine
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