Nicole Barnes
Folcroft,PA
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal-banker II
WSFS Bank
08.2019 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Assisted customers with setting up or closing accounts, completing loan applications, and credit card inquires.
Teller III
Beneficial Bank
11.2015 - 08.2019
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Education
Harris School Of Business
Upper Darby, PAHigh School Diploma -
Academy Park High School
Sharon Hill, PA06.2011
Skills
- MS Excel
- Attention to Detail
- Issues Resolution
- Transaction Processing
- Relationship Building
- Banking Policies and Procedures
- Cross-Selling and Upselling
- Customer Service
- Fraud Prevention
- Account Maintenance
- Loans
- Opportunity Identification
- Banking
- Loan Application Expertise
- Cash Handling
- Financial Advising
- Customer Satisfaction
- Credit Cards
- Time Management
- Account Updating
- Documentation
Languages
English
Native or Bilingual
Certification
HIPAA - Certified
May -2015
Timeline
Personal-banker II
WSFS Bank
08.2019 - Current
Teller III
Beneficial Bank
11.2015 - 08.2019
Harris School Of Business
High School Diploma -
Academy Park High School
HIPAA - Certified
May -2015