Meagan Patton

Bank Of America

08.2009 - 04.2018

Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
Processed customer transactions promptly, minimizing wait times.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Educated customers on use of banking website and mobile apps.
Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
Identified sales opportunities and referred customers to branch partners in financial services.
Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Stocked supplies for customers and personal teller station.
Maintained friendly and professional customer interactions.
Counted, verified and handled bank deposits and armored car transactions.
Handled various accounting transactions.
Established rapport with new clients to increase satisfaction and loyalty.
Conducted regular proof work and followed up on chargebacks and deposit corrections.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.