Kanisha Perez

• Reduced fraud losses by implementing effective fraud prevention strategies and monitoring systems.
• Enhanced detection capabilities for potential fraudulent activities through regular review of account transactions and patterns.
• Conducted thorough investigations on suspicious cases, ensuring timely resolution and minimizing financial impact.
• Collaborated with cross-functional teams to develop comprehensive anti-fraud policies and procedures.
• Review SARS, CTRS, & elderly abuse reports.

• Improved customer satisfaction by providing personalized banking solutions and exceptional service.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Enhanced client retention with proactive follow-ups and timely resolution of account issues.
• Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
• Boosted sales of bank products through effective cross-selling and up-selling techniques.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
• Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
• Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.

•Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially

•Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

•Receive direction from managers and exercise judgement within defined policies and procedures

•Develop understanding of bank products and services to connect to customers' needs

•Interact with customers to demonstrate care and build relationships

•Provide appropriate options for bank products and services to customer

•Refer customers' financial needs to other bankers and partners as needed

•This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction

•Ability to work weekends and holidays as needed or scheduled

•Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

• Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
• Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
• Boosted branch sales with proactive product recommendations based on customer needs.
• Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
• Assisted in training new tellers to ensure a consistent level of excellent service across the team.
• Mentored junior tellers, fostering professional growth and improved performance within the team.
• Collaborated with other departments to resolve complex issues, enhancing the overall banking experience for clients.