Dedicated professional with a strong work ethic that is seeking a remote position at WesBanco to utilize my strong communication along with bringing a solid understanding of banking compliance, risk management, process involvement along with focusing on customer satisfaction to ensure high quality service and a productive work environment.
Overview
16
16
years of professional experience
Work History
Treasury Management Associate
The Middlefield Banking Company
01.2023 - Current
Monitor and assess customers’ online banking account applications.
Maintain knowledge of fraud, cyber threats and use best practices to minimize risks to the organization.
Maintain knowledge of applicable laws, regulations and guidelines and assist in ensuring compliance.
Provide a full range of customer service-oriented telephone, online chat and e-mail support activities to customers.
Service customer’s needs in Remote Deposit Capture, Positive Pay, merchant cardholder services and investment products
Train customers in Remote Deposit Capture, Positive Pay, Wires, ACH and Positive Pay
Help the sales team with overload of sales leads and bring in revenue in the bank.
Digital Bank Analyst
The Middlefield Banking Company
01.2022 - 01.2023
Monitor and assess customers’ online banking account applications.
Maintain knowledge of fraud, cyber threats and best practice to minimize risks to the organization.
Maintain knowledge of applicable laws, regulations and guidelines and assist in ensuring compliance.
Provide a full range of customer service-oriented telephone, online chat and e-mail support activities to customers while responding to inquiries.
Identify and assess customers’ needs and cross-sell or make sales referrals of bank products and services.
Facilitate multiple daily reports.
Process customer requests for debit cards reorders, online banking maintenance and customer debit card and ACH disputes.
Branch Service Manager
Huntington National Bank
01.2021 - 01.2022
Assist in branch management in leading the service and operations of the branch.
Lead and drive the team to excellent customer service and effective resolution of customer issues.
Assist in finding and selecting top talent for the branch that are well suited for Huntington’s culture.
Motivate, coach and develop colleagues to reach their full potential with sales and referring goals.
Educate and refer customers to other areas of the bank to deepen relationships and build strong internal partnerships.
Formerly First Place Bank, Talmer Bank and Trust and Chemical Bank, TCF Bank
Personal Banker
TCF Bank
01.2010 - 01.2022
Open personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit).
Strong knowledge of all bank products and services including the features and benefits and present various options and suggestions that best fit the needs of each client.
Process and input loan applications for business and consumer loans such as new car purchase, unsecured loans, home equity loans and lines of credit.
Demonstrate sharpness in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.
Balance vault cash, ATM, and branch totals in addition to monthly teller cash audits. Ensure that vault cash is managed under dual control to include vault transactions, cash orders/shipments, audits, and the proper strapping and dating of currency denominations from teller to Federal Reserve.
Show empathy and compassion toward customers when assisting with requests, complaints, research and follow-up on details to resolve matters to the customer’s satisfaction.
Train and mentor new teller and relationship banker hires to the company and coach employees to reach their full potential with sales referrals and customer service.
Coordinate daily and work closely with branch manager regarding sales and service operations.
Formerly First Place Bank, Talmer Bank and Trust and Chemical Bank