Client Service Associate
- Warmly greet clients by employing positive telephone etiquette and asking well-rounded questions to identify issues.
- Scheduled meetings with prospective and existing clients to optimize long-term business success.
- Opened new accounts and served existing customers based on individual financial needs.
- Assisted customers via telephone to reorder checks and provide bank statements, account balances, tax documents and money transfers.
- Established strong and positive working relationships within organization to contribute to team success.