Relationship Banker I
Regions Bank
Jackson, TN
07/31/23 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Identified financial needs of customers and presented appropriate product and service options.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Processed customer requests for withdrawals or transfers from existing accounts.