Mary Jane Mcwhorter

PART OF THE ACQUISITION OF US BANK TO MUFG UNION BANK ON 12/012022

• Provide accurate response to ACH inquiries from Corporate and Consumer Clients, Department Users, and Financial Institutions.
• Research basic issues related to transactions and systems.
• Work with Federal Agencies as required.
• Research and resolve ACH, Insta-Tax, EDI exception items such as rejects, returns, and deletes/reversals.
• Notify Corporate Client of identified technical problems or determine rationale of delay of client sent files that are off schedule.
• Collect and distribute payroll payments for our consumer clients

• Processed customer transactions promptly, minimizing wait times.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Referred customers to other banking departments for specialized services.
• Identified sales opportunities and referred customers to branch partners in financial services.
• Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
• Cross-sold credit cards, loans and other bank products.
• Assisted with training of new tellers on policies and procedures.
• Executed wire transfers, stop payments and account transfers.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Educated customers on use of banking website and mobile apps.
• Counted, verified and handled bank deposits and armored car transactions.
• Arranged monies received in cash boxes and coin dispensers according to denomination.
• Maintained accurate records of customer transactions in line with bank procedures.
• Performed account maintenance by closing out accounts and changing customer addresses.
• Assist members opening new account; processing secured and unsecured loan and credit card applications.

• Selected correct products based on customer needs, product specifications and applicable regulations.
• Recorded accurate and efficient records in customer database.
• Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
• Informed customers of promotions to increase sales productivity and volume.
• Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
• Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
• Responded to customer calls and emails to answer questions about products and services.
• Set and achieved company defined sales goals.
• Kept detailed records of daily activities through online customer database.