Summary
Overview
Work History
Education
Skills
Timeline
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Leslie Schneiker

Waterford,WI

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience

Work History

Personal Banker

The Equitable Bank
09.2007 - 04.2016
  • 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.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • 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.
  • Reconciled customer accounts and balanced daily transactions.
  • Greeted customers and delivered information about new account processes.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • 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.

Education

Bachelor - English Language And Literature

Southern New Hampshire University
Hooksett, NH
10.2023

High School Diploma -

Muskego High School
Muskego
06.2005

Skills

  • Cash Vault Auditing
  • Teller Auditing
  • Business Development
  • Customer Satisfaction
  • Cash Handling
  • Deposit Verification
  • Safe Deposit Box Oversight
  • Branch Operations
  • Interpersonal Skills
  • Personal Coaching
  • Technical Training
  • Information Updates
  • Teller Transactions

Timeline

Personal Banker

The Equitable Bank
09.2007 - 04.2016

Bachelor - English Language And Literature

Southern New Hampshire University

High School Diploma -

Muskego High School

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Leslie Schneiker