Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

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, PA

High School Diploma -

Academy Park High School
Sharon Hill, PA
06.2011

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

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Nicole Barnes