Kaylan Imber

• Assists clients with account inquiries and transaction processing to enhance customer satisfaction.
• Executed daily banking operations, ensuring compliance with policies and procedures.
• Educated customers on products and services, promoting financial literacy and informed decisions.
• Analyzed client needs to recommend tailored financial solutions and services.
• Resolved customer issues efficiently, fostering strong relationships through effective communication.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Responded to customer inquiries via phone and email, ensuring timely resolutions.
• Processed customer transactions accurately and efficiently.
• Managed client accounts, ensuring up-to-date records and timely follow-ups.
• Developed strong relationships with clients to enhance satisfaction and retention.
• Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.

• Facilitating rate lock desk activities such as distributing daily reports.

• Completing lock and pricing review requests.

• Responding in a timely manner to lock desk inquiries.

• Providing superior customer service to investors, branches, and loan officers.

• Knowledge of mortgage related products and services.

• Understanding of the current market.

• Calculation of rates and pricing out loans.

• Has the ability to open checking, savings and business accounts and obtain necessary documentation for account opening.

• Ability to send wires, print debit cards and temporary checks, complete disputes, re-set personal banking information and perform account Maintenance.

• Utilizing exceptional communication skills to discuss and clearly explain account disclosures and other banking procedures that can be confusing to customers.

• Have intercepted multiple fraudulent checks, protecting the customers funds and confidential information. Has met or exceeded referral and sales goals every year.

• Performing all teller and financial service representative duties while on the teller line.

• Increased limits on all transactions and customer relations.

• Correctly managing and balancing thousands of dollars in cash at end of each day.

• Completing vault related transactions in multiple computer systems to provide tellers with cash.

• Ordering and shipping out currency while complying with bank protocol regarding cash limits.

• Correct completion of documents in preparation for a surprise audit review.

• Overseeing the auditing process by maintaining proper document retention procedures.

• Performing risk management duties such as verifying funds, identifying

fraudulent checks presented.

• Identifying red flags on customer accounts to prevent monetary loss and protect confidential information.

• Maintaining constant awareness of potential threats when opening and closing the branch by using an "all clear" procedure.

• Monitors all cash drawers, bank issued keys, combinations to multiple lockers and vaults and any visible customer information for security purposes.