Leslie Valsi

• Worked with clients to address and respond to client and partnership management issues.
• Approached prospective clients through cold calling and emails to meet sales targets.
• Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Consumer Lending
• Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
• Solved customer challenges by offering products that will benefit them
• Processed customer requests for statements, ordering additional checks and updating customer personal information in database.

• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
• Established and optimized schedules to keep coverage and service in line with forecasted demands.
• Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
• Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
• Audit Vault Teller Drawers balance ATM
• Opened New Accounts, cross sell bank products, referred to partners mortgages wealth management
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Post deposits and withdrawals. Balance teller drawer ATM, CDM and vault. Open and close branch. Process loan applications and closing. Mentored new tellers with sales

and set goals for them. Held meetings to coach them and help them reach their goals. When Manager was absent ran Branch went to sales meetings. Audited the tellers on a quarterly bases also audited the vault and ATM monthly. Did the schedule monthly. Went out on cold calls to get new business to increase revenue. Helped customers resolve their issues and always made sure they were in the right products