Julie Roeske

* Respond to customer requests for products, services, and company information. Always making sure to put them in the correct product or service. We have an ever changing product line up and keeping on top of those is Key.

*Enhance customer satisfaction by promptly addressing concerns and providing accurate information. If i don't know the answer, i find it.

* Trained new Customer Service Representatives on company policies, procedures, and best practices. As well as the many programs and products we handle every day.

* Respond proactively and positively to rapid change. In my years here I have adapted to an ever changing banking industry. I was here before automation, debit cards, online banking and more. I have been trained on almost anything in branch for retail banking . Except Mortgage and Management.

*Reduce wait times for customers by efficiently handling high volumes of calls and resolving issues quickly.

*Assist customers in navigating online banking platforms, improving their overall digital banking experience. And handling ongoing fraud and disputes.

*Develop strong relationships with clients through personalized service, building trust and loyalty with the bank. I have a following of customers that will only come to me, as I have been their constant go to person for 25 years.

*Contribute to a positive work environment by actively participating in team meetings and offering constructive feedback on ways to enhance performance levels within the department.

*Collaborate with team members to meet monthly performance targets, contributing to the branch''s success.

*Deliver personalized banking advice, helping customers make informed financial decisions. I work the CD maturity reports daily looking for opportunities and calling each person on the list.

*Bolsters client trust with thorough explanations of account features and benefits. If I am unsure of what a product or service offers, the answers are always a step away.

*Maintain up-to-date knowledge of banking regulations, ensuring compliance and customer protection. Ongoing training and teams meetings keep us up-to-date on all of this.

* Promotes superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly. Including disputes and on-going fraud.

*Deliver quick and effective service for Retail Lending. I have been a lender for 23 years and most recently was one of a few who got the title of Super Lender. Although now we are Direct Lending, I am actively processing and closing loans at the branch.

*Promote our Synapsys program since inception in 2010. I am the synapsys champion for Julie Hall's District, Allegany county and Warsaw. I attend trainings and work to keep the branches in my District up-to_date and utilizing the product. I also train new hires on how to implement Synapsys.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
• Processed customer transactions promptly, minimizing wait times.
• Vault Teller / Atm Custodian
• Plus all the things that i did at Fleet Bank of NY

• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Processed customer transactions promptly, minimizing wait times.
• Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
• Counted and packaged currency and coins.
• Logged cashier's checks and other transactions to maintain accurate account records.