Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Lorena Xhuti

Lorena Xhuti

Wolcott

Summary

Detail-oriented Banker specializing in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Banker 1

Ion Bank
04.2023 - Current
  • Assists customers with consumer and busisness account opening, accurately completing CIP and complying with KYC standards.
  • Thoroughly reviews consumer account disclosures and overdraft services with clients prior to account opening.
  • Proficient with the input of domestic and foreign wires as well as consumer loan intakes.
  • Collaborates with different departments to resolve customer concerns.
  • Consistently meets referral goals quarterly.
  • Partakes in networking events and community service regularly.
  • Maintains compliance with bank policies and federal banking regulations.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Cross-sells bank products and services to meet customer needs.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Works closely with management to strategize sales techniques.

Teller

Ion Bank
03.2022 - 04.2023
  • Balanced cash drawer daily and resolved discrepancies, taking the appropriate corrective actions needed.
  • Managed high-volume transactions while maintaining attention to detail, ensuring accurate processing for customers.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a safe and welcoming branch atmosphere by greeting customers as they come in and addressing them by name.
  • Developed strong relationships with customers through exceptional service, building loyalty and trust.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.

Shift Leader

Dunkin Donuts
09.2020 - 02.2022
  • Trained new employees and delegated daily tasks and responsibilities.
  • Managed shift operations and monitored team to keep the shift running smoothly.
  • Completed cash and credit card transactions accurately using Point Of Sale software.
  • Oversaw daily cash handling procedures.
  • Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
  • Ensured customer satisfaction through prompt and courteous service, addressing concerns immediately.

Education

High School Diploma -

W.F Kaynor Technical High School
Waterbury
06.2021

Skills

  • Proficient in COCC's Insight system
  • Proficient in various banking systems such as WITS, Verafin, Instant Issue, LoanWriter, Identifi, BranchWare
  • Knowledgeable with the use and maintenance of Teller Cash Recyclers
  • Exceptional customer service
  • Streamlines branch operations
  • Extensive knowledge in bank products and services
  • Cross-selling and upselling
  • Attention to accuracy
  • Maintains organized, up-to-date retention documents

Certification

  • Notary Public SNPC.0191031

Languages

Albanian
Native or Bilingual

Timeline

Banker 1

Ion Bank
04.2023 - Current

Teller

Ion Bank
03.2022 - 04.2023

Shift Leader

Dunkin Donuts
09.2020 - 02.2022

High School Diploma -

W.F Kaynor Technical High School

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Lorena Xhuti