Kathy Raymond Chery

• Provide support for internal and external clients
• Assist clients with issues such as online banking troubleshooting, perform debit card maintenance, and research common issues
• Support the team's management in other duties as assigned and provide backup as needed
• Manage 20 to 30 phone calls, 15 to 20 emails, and 10 chats per day
• Assist Loan Servicing with payments to cities and towns, and insurance carriers

• Process information with high levels of accuracy
• Knowledge of major products, services, and product and service groups; ability to apply this knowledge appropriately to diverse situations
• Process millions of dollars of wires per month.
• Complete thousands of dollars of loan applications and referrals of millions of dollars of complex loans to specialists per month

Uncover customer needs, help them meet their needs, and succeed financially

• Build and deepen lifelong relationships with prospects and customers, and deliver exceptional customer service
• Complete HELOC applications (thousands of dollars monthly)
• Submit referrals for investments (millions per month)
• Referrals for mortgages (millions of dollars monthly)
• Collaborate with suppliers to manage branch supply contracts and submit monthly orders.
• Coordinate with the central cash office to ensure the branch receives its weekly cash delivery.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.

• Uncover customer needs, help them meet their needs, and succeed financially
• Build and deepen lifelong relationships with prospects and customers and deliver exceptional customer service
• Process several wires a day for consumers and businesses (thousands)
• Loan applications (thousands daily)
• Mortgage and HELOC referrals (thousands of dollars daily)
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Coordinate with the central cash office to ensure the branch receives its weekly cash delivery.
• Collaborate with suppliers to manage branch supply contracts and submit monthly orders.

• Uncover customer needs, help them meet their needs, and succeed financially
• Build and deepen lifelong relationships with prospects and customers and deliver exceptional customer service
• Process wires from small to large amounts (thousands to a couple of millions per day)

• Provide account services to customers (loan payments, deposits, cashing checks, savings withdrawals, selling money orders and cashier's checks, referring to other bank specialists)
• Complete special requests by opening and closing accounts, taking orders for checks, and providing special statements, copies, and referrals
• Submit applications for credit cards

• Uncover needs, refer to a banker for specific needs
• Build strong relationships with customers (consumers and business)
• Provide account services (cashing checks, deposits, and withdrawals, issuing cashier's check and money orders)