Kimberly Larsen
Waterford,CT
Summary
Accomplished Universal Banker with a proven track record at M & T and Peoples United Bank, enhancing customer satisfaction through expert account management and personalized service. Skilled in cash handling and customer needs assessment, I excel in developing strong client relationships and ensuring compliance with banking regulations. Achieved notable improvements in client engagement and operational efficiency. Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
6
6
years of professional experience
Work History
Universal Banker
M & T
Waterford, CT
09.2022 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, referrals, and marketing while providing strong product knowledge and quality service.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
Banker 2
Peoples United Bank
10.2018 - 09.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Education
Associate of Science -
Gateway Community College
Skills
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Wire Transfers
- Loan Origination
- Customer Service
- Account openings
- Products and Services Knowledge
- Customer Service-Oriented
- New Account Setup
Timeline
Universal Banker
M & T
09.2022 - Current
Banker 2
Peoples United Bank
10.2018 - 09.2022
Associate of Science -
Gateway Community College