Kristi Printz

Processing payoff letters, sending any account documents, insurance information, monthly and yearly statements for clients and employees per phone or email request. Paying off mortgages when funds come in, configuring any escrow funds left to customer and sending funds back to them accordingly. Keying internal reports for all paid in full mortgages and sending information to the correct Counties to be satisfied. Answering customer service calls daily for clients and bank employees for assistance with general questions about the accounts, payment history, insurance issues, removing PMI, setting up/deleting auto drafts for accounts, updating information on accounts as needed and taking/processing customers monthly payments over the phone.

• I trouble shoot for a new online banking system for customers having troubles with their online banking
• I asses problems with any bank card problems and reset if needed, assisting with fraud as well as filing disputes, and answering any questions on customers accounts
• I handle all maintenance issues for customer’s profiles and accounts
• I refer customer to sales if other products are needed or can be useful to customer.

• Handling all teller transactions, handling customer service needs, and back up vault teller work
• Scanned and processed teller work for final processing, order supplies and run necessary reports.

• Executing all transactions accurately in a timely manner
• Answering phones, and handling any other customer service needs
• In charge of the vault, including shipments of money, and reports associated

• Executing all transactions including foreign currency
• Responsible for weekly reports, and referring customers to the proper accounts, and other products that suits their needs
• Maintaining high balancing, sales averages, and ordering supplies for customers.