Melanie Jerz

Build relationships with customers through email and phone communications. Listen to customers to find solution for their borrowing and financial needs. Work with marketing and compliance departments to build campaigns for offers relevant to customers needs. Build relationships with internal partners such as underwriters, processing staff members, branch personnel and collections staff. Submit applications for loans in a timely fashion. Complete the full application including collecting and protecting confidential documents, communicating to customers next steps and scheduling closing with branch staff and borrowers. Under my leadership we attained recognition for meeting and exceeding sales and customer service goals.

Building relationships with customers by listening to their needs, helping them find solutions and referring them as appropriate to specialists. Generating reports to show productivity. Coaching staff in matters of sales, customer service and personal development. Monitoring operations to insure compliance and security procedures were being properly followed. Ensuring that sales and customer services goals were attained. Communicating with staff success and areas for improvement.

Assist Financial Center Manager with all aspects of running the branch. Training new associates for both teller and banker positions. Assist in coaching staff. Assist customers with their banking needs. Review and ensure that all aspects of operations are being properly executed. Prepare for operational audits.

Completing teller transactions such as caching checks, making deposits, issuing money orders and cashier's checks, completing reporting documents as required. As a personal banker, I built relationships with clients by listening to them and finding solutions to their needs. I had many customers that followed me from one location to the next. I also achieved rewards for providing excellent customer service.