Leo Chen
Albany,NY
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly Teller committed to reaching business goals.
Overview
5
5
years of professional experience
Work History
Float Teller
KeyBank National Association
Troy, NY
07.2023 - Current
- Greeted customers and provided excellent customer service.
- Processed deposits, withdrawals, transfers, payments, and other transactions accurately and efficiently.
- Verified the accuracy of customer information in order to ensure compliance with bank regulations.
- Balanced cash drawers daily.
- Assisted customers with various banking inquiries and requests for services such as opening new accounts or ordering checks.
- Provided assistance to customers regarding online banking, ATM cards, debit cards, credit cards.
- Answered phone calls and emails promptly in a professional manner.
- Resolved customer complaints in an effective manner while maintaining positive relationships with customers.
- Reviewed account activity on a regular basis to identify any suspicious activities or discrepancies that may require further investigation.
- Maintained up-to-date knowledge of all bank products and services offered to clients.
- Utilized problem solving skills to effectively resolve issues encountered during daily operations.
Personal Banker
KeyBank National Association
Schodack, NY
01.2023 - 05.2023
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Researched customer inquiries and reported findings in a timely manner.
- Responded promptly to customer emails, phone calls and requests for information.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed financial documents provided by customers to determine their needs.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Financial Wellness Associate
KeyBank National Association
Clifton Park, NY
07.2022 - 01.2023
- Educated customers on variety of retail products and digital solutions, enhancing customer experience
- Assisted and advised customers on using online and mobile banking systems
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services
- Maintained confidentiality of bank records and client information
- Built and maintained client relationships through quality, personalized interactions.
Teller
KeyBank National Association
Clifton Park, NY
09.2019 - 07.2022
- Maintained confidentiality of bank records and client information
- Built and maintained client relationships through quality, personalized interactions
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products
- Delivered exceptional service to customers in person or over telephone
- Entered customer transactions into computers to record transactions and issue computer-generated receipts
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals
- Ordered checks, placed stop payment orders and conducted additional special services for customers
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing
- Directed specific questions to appropriate branch personnel
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction
- Balanced daily cash deposits and vault inventory with zero error rate.
Education
Bachelor's - Actuary And Mathematics, Economics
SUNY at Albany
12.2016
Skills
- Chinese Native - 10 years
- Account updating
- Customer Relationship Building
- Fraud Detection
- Asset Protection
- Relationship building and management
- Strong sense of banking ethics
- Excellent time management skills
- Account coding specialist
Timeline
Float Teller
KeyBank National Association
07.2023 - Current
Personal Banker
KeyBank National Association
01.2023 - 05.2023
Financial Wellness Associate
KeyBank National Association
07.2022 - 01.2023
Teller
KeyBank National Association
09.2019 - 07.2022
Bachelor's - Actuary And Mathematics, Economics
SUNY at Albany