KIMBERLY CLANTON

• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Cross-sold bank products and services to meet customer needs and provide options.
• Promoted financial products by maintaining excellent service offering knowledge.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
• Followed up with customers to gather feedback and provide additional assistance.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
• Processed deposits, withdrawals and ACH transfers accurately.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
• Expanded client base by promoting new financial products.
• Backed up teller team by handling needs of new and existing customers at main counter.
• Responded to customer inquiries regarding new accounts and account services.
• Verified customer identity and reviewed documentation for accuracy.
• Presented new and additional products and services to existing customers.
• Provided customers with additional information regarding account services.
• Maintained customer records and updated account information.
• Activated new accounts and issued customer identification numbers.
• Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
• Explained account terms and conditions to customers.
• Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
• Greeted customers and delivered information about new account processes.
• Collected customer information and completed new account forms.
• Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
• Processed customer payments and account setup charges.
• Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.

I been in banking over 35 Years.

I began my Banking Career in 1982 with Puget Sound Bank in Tacoma, Wa.

Puget Sound Bank was Acquired by Key Bank in 1992. I was then employed with Key Bank Until I was Recruited over to Columbia Bank in 2002.

Columbia Bank has Recently Been Acquired by Umpqua Bank as of March 2023 where I am Currently employed.

Customer Bank Teller / Service Representative. working in all areas of Auditing Personal Accounts, daily Cash Handling Balancing and Closing.