Megan Daniels
Liberty,NC
Summary
Dynamic Relationship Banker with proven expertise in building client relationships and enhancing customer satisfaction at Fidelity Bank. Skilled in cash handling and sales, I successfully resolved customer inquiries and complaints, fostering loyalty and trust. Developed a mentorship program that improved team performance, demonstrating strong leadership and commitment to excellence. I also coach T-Ball for Liberty Parks and Rec. Use to be on the Liberty Chamber and have made a good connection with our community.
Overview
14
14
years of professional experience
Work History
Relationship Banker III
Fidelity Bank
Burlington NC
06.2014 - Current
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Collected customer information and completed new account forms.
- Processed customer payments and account setup charges.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
- Played key role in developing mentorship program for new Relationship Bankers, improving team performance.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Teller
CommunityOne
Asheboro NC
09.2011 - 06.2014
- Processed customer transactions efficiently, ensuring accuracy in cash handling and record-keeping.
- Guided customers through banking products, enhancing service experience and satisfaction.
- Maintained compliance with financial regulations, safeguarding against errors and ensuring security protocols.
- Resolved customer inquiries promptly, improving overall client engagement and trust in services.
Education
High School Diploma -
Southern Alamance High School
Graham, NC06.2006
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
Timeline
Relationship Banker III
Fidelity Bank
06.2014 - Current
Teller
CommunityOne
09.2011 - 06.2014
High School Diploma -
Southern Alamance High School