Summary
Work History
Education
Skills
Languages
Timeline
Generic

Josue Tanis

Naples

Summary

At La Banque Postale, I excelled in enhancing client satisfaction and bank profitability by leveraging my expertise in consumer banking and exceptional customer service skills. I spearheaded initiatives like ATM upgrades and financial planning workshops, significantly improving operational efficiency and customer trust. My proactive approach in identifying fraud and mentoring junior staff underscored my commitment to excellence and team development.

Work History

Banker

La Banque Postale
  • 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.
  • Opened, closed, and updated accounts for customers.
  • Educated customers on features and benefits of banking products and services.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Strengthened customer relationships through attentive service and prompt resolution of inquiries.
  • Balanced teller drawers and ATM cash.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Streamlined operations, implementing efficient processes to improve overall productivity and performance.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
  • Enhanced bank profitability by effectively cross-selling various financial products and services.
  • Mentored junior staff members, fostering a supportive work environment that encouraged professional growth and development.
  • Strengthened customer relationships by organizing financial planning workshops, leading to increased loyalty and account retention.
  • Negotiated with software vendors to implement new banking platform, improving operational efficiency and customer service capabilities.
  • Provided exceptional customer service by promptly addressing concerns and resolving issues.
  • Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied clients.
  • Enhanced customer trust by consistently providing accurate financial advice and solutions to meet their needs.
  • Led initiative to upgrade ATM machines across all branches, improving reliability and customer access to banking services.
  • Designed and implemented client feedback system to identify areas for improvement, leading to enhanced service delivery.
  • Collaborated with IT department to enhance online banking security measures, reducing instances of fraud and unauthorized access.
  • Facilitated community outreach programs to increase brand visibility and trust within local community.

Education

High School Diploma - Finance

Front De Mer
France Guadeloupe

Skills

  • Customer service
  • Cash handling
  • Creative thinking
  • Cash management
  • Consumer banking
  • Money transfers

Languages

English
Native or Bilingual
French
Native or Bilingual

Timeline

Banker

La Banque Postale

High School Diploma - Finance

Front De Mer
Josue Tanis