Marlene Gabriel

• Streamlined onboarding process for new clients by guiding account setup and bank services, ensuring a smooth transition.
• Implemented cross-selling strategies to promote additional banking products, contributing to increased client engagement.
• Supported clients with account inquiries and banking services, enhancing overall client satisfaction.
• Resolved client issues through effective communication and products and services available.
• Build rapport with client to uncover their financial priorities and help them reach their goal.
• Educated clients about banking products and services to support branch goals.
• Managed client requests for debit card orders to enhance banking convenience.
• Performed account maintenance tasks to ensure accurate and updated client information.

Prospect new client by using Salesforce

Making on a daily basis Inbound outbound calls by utilizing NextGen sources Leads.

Engaging to inbound consumer contact (Inbound/outbound calls).

• Open Bank accounts(Checking, Saving, Certificate Of Deposit, Business Account, And Trust Account.)

• Received and deposited goods and cash from businessmen in excess of $10K.

• Performed cash withdrawals from checking and saving accounts up to $30K.

• Drawing Cashier Checks, Official checks, and Money orders.

• Recorded each customer transaction into in-house database

• Reconciled cash drawer at the start of each day for prior day's transactions.

• Cash Advance

• Scanned checks (using machine 21)

• Administered proper check clearing procedures between banks

• Prepared CTR (currency transactions Report) in regulation with compliance for deposits exceeding $10K

• Prepared SAR (Suspicious Activity Report)

• Credit card transactions: processed payments

• Process Loan payment

• Cash control of the safe box at the end of the day to equilibrate the amount of money recorded

• Check ventilation

• Reviewed daily accounting entries for the cash in and for the cash out (debit/credit) process