CSR, New Accounts, Supervisor
Valley Bank, Columbia Bank, TAPCO
- Maintained strong professionalism and ensured timely assistance with transactions.
- Facilitated daily cash reconciliation in high-traffic setting.
- Provided detailed information about financial products offered by the institution.
- Delivered efficient solutions for initiating and discontinuing customer accounts.
- Identified and implemented services matching specific customer needs.
- Conducted accurate monthly audits for vault and ATM operations.
- Managed distinct processes such as ordering foreign currency, wires, stopping payments, and examining identity theft concerns.
- Ensured teller drawer accuracy during bank operations.
- Maintained friendly and professional customer interactions.
- Consistently secured a high product-to-account conversion rate at openings.
- Achieved consistent sales success by promoting services to all customers.
- Prepared CTRs and SARs accurately to meet compliance standards.
