
Detail-oriented professional with eight years of experience in various financial roles, including branch banking, customer success, and retail banking. Proven track record of accuracy and efficiency in processing transactions and managing financial accounts. Strong analytical skills combined with a commitment to delivering high-quality service and maintaining compliance with accounting standards.
· Leads by example in deepening customer base by driving proactive sales through conversation
· Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions
· Educates clients on options for managing financial transactions by leveraging technology, tools, and resources
· Provides excellent customer service to internal and external students while analyzing student accounts to determine proper refund.
· Reconciled daily cash drawer activity while maintaining cashiers’ office files.
· Assists with notifying students of any balances due. Then adding and removing holds as necessary.