Marsha Spence

There is no specific date attached to this role as it was an on going duty that was performed whenever the need arose.

Duties entailed:
Creating positive relationships with service partners
Conduct compliance and risk monitoring
Monitoring and balancing reconcilable ledger accounts
Develop compliance reports.
Ensure the equipment within the branch is functional.
Mentor, coach, and train team members to manage the workload based on client demands and flow.

Duties entailed:
Respond to client-initiated contacts to deliver fast and efficient service
Assisting with financial transactions
Develop and maintain customer relationship.
Provision of day-to-day financial service including - cheque cashing/ordering, bill payments, wire transfers and foreign currency exchanges.

Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.

Conducted regular performance evaluations for teller staff, identifying areas for improvement.

Duties included:
Creating a receptive first point of contact for clients
Providing professional and efficient banking services (cash deposits, withdrawals, wire transfers, etc.).

Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.

Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.

Contributed to branch client experience by providing professional and attentive service to clients by accurately completing immediate core banking needs (simple and complex). Identifies client’s primary needs by looking for opportunities to refer appropriate in -branch sales officers/ alternative channels.

Opened and closed accounts ,Issued debit cards.

Activate dormant accounts

Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Updated account information to maintain customer records.

Developed strong product knowledge to provide informed recommendations based on individual customer needs.

Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Responsible to audit each tellers processed work