First Conveniece Bank
- Before providing services. Assessed potential risks associated with each client.
- Communicated regularly with clients via phone calls or emails regarding their case status updates.
Help the customer with a record of all transactions, including fees paid, when needed a statement.
- Developed and maintained relationships with clients to determine their financial needs.
- Managed the vault money and distribute the teller when needed.
- Calculated and collected payments from clients according to payment plan agreements.
- Processed financial aid documents and completed basic verification of information.
- Assisted in completing documentation, answering questions, and delivering key information to support account management.
- Performed verification and balancing of deposits.
Supervised tellers and managed check systems effectively.