Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
40
40
years of professional experience
Work History
Universal Banker
Provident Bank
Franklin
10.2021 - 08.2024
Assisted customers with account inquiries and transactions at Provident Bank.
Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
Assisted customers with online banking setup and troubleshooting issues.
Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
Managed cash handling duties, including deposits, withdrawals, and balancing drawers.
Resolved customer complaints by providing effective solutions in a timely manner.
Processed deposits, withdrawals, loan payments and other financial transactions.
Answered telephone inquiries regarding account balances, fees or general information.
Verified customer identity through driver's license or other forms of identification.
Full time teller
Valley National Bank (Valley Bank)
Sparta
11.2015 - 11.2019
Processed customer transactions accurately and efficiently using banking software.
Assisted customers with account inquiries and provided product information.
Balanced cash drawer daily to ensure accuracy in financial transactions.
Handled deposits, withdrawals, and transfers while ensuring confidentiality of customer data.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Clerk
United States Postal Service
Hamburg
05.2014 - 03.2015
Assisted customers with inquiries and provided exceptional service.
Answered phones in a courteous manner while providing excellent customer service.
Entered data into computer systems accurately and efficiently.
Prepared deposits according to established procedures.
Full time teller
Lakeland Bank
West Milford
10.2010 - 05.2012
Processed customer transactions accurately and efficiently using banking software.
Balanced cash drawer daily to ensure accuracy in financial transactions.
Handled deposits, withdrawals, and transfers while ensuring confidentiality of customer data.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Maintained confidentiality of all customer records and information according to company policies.
Verified customers' identification to ensure compliance with laws and regulations.
Delivered exceptional service to customers in person or over telephone.
Cross-sold additional bank products when applicable to meet customer needs.
Full time teller/Loan Operations Clerk
Sussex Bank
Franklin
09.2001 - 08.2010
Processed customer transactions accurately and efficiently at a busy financial institution.
Assisted customers with account inquiries and provided relevant product information.
Balanced cash drawer daily to ensure accurate financial reporting and compliance.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Maintained confidentiality of all customer records and information according to company policies.
Built and maintained client relationships through quality, personalized interactions.
Verified customers' identification to ensure compliance with laws and regulations.
Delivered exceptional service to customers in person or over telephone.
Followed up on requests from customers in a timely manner.
Managed loan documentation and ensured compliance with regulatory requirements.
Assisted in maintaining electronic filing systems for loan records and documents.
Monitored loan status updates and provided timely responses to inquiries.
Created and maintained accurate customer records in database system.
Maintained accurate records of all loan activity in the system database.
No Fault Claims Representative
LIBERTY MUTUAL INSURANCE COMPANY
Saddle Brook
04.1997 - 12.2000
Communicated with clients to gather necessary claim information.
Analyzed policy details to determine coverage eligibility.
Maintained detailed records of claim activities and correspondence.
Ensured compliance with company policies and regulatory requirements.
Processed a high volume of claims efficiently while maintaining quality standards.
Provided quality customer service to assigned, insured and claimants throughout claims process to deliver timely service to customers.
Maintained detailed records of all communication with customers, claimants, providers, and internal departments.
Documented changes in claim statuses using specialized software systems.
Conducted research into medical terminology related to healthcare claims processing activities.
Full time teller
Columbia Savings Bank
Fair Lawn
11.1993 - 04.1997
Processed customer transactions accurately and efficiently using banking software.
Balanced cash drawer daily to ensure accuracy in financial transactions.
Maintained compliance with bank policies and regulatory requirements during transactions.
Handled deposits, withdrawals, and transfers while ensuring confidentiality of customer data.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Maintained confidentiality of all customer records and information according to company policies.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Mortgage Pay Off Processor
Columbia Savings Bank SLA
Fair Lawn
11.1987 - 05.1990
Preparing pay-off statements.
Finalizing Pay Off transactions.
General office duties.
Full time teller
Columbia Savings and Loan Association
Paramus
08.1984 - 11.1987
Processed customer transactions accurately and efficiently using banking software.
Balanced cash drawer daily to ensure accuracy in financial transactions.
Maintained compliance with bank policies and regulatory requirements during transactions.
Handled deposits, withdrawals, and transfers while ensuring confidentiality of customer data.
Balanced cash drawers on a daily basis.
Verified customers' identification to ensure compliance with laws and regulations.