Nicole Wooden

• Drove customer feedback to deliver information to management for corrective action.
• Assisted with onboarding new clients, verifying accuracy of paperwork and data entry into the system.
• Provided high level customer service to clients, responding promptly and efficiently to inquiries.
• Verified ownership, transaction information and dividend distribution instructions to conform with governmental regulations.
• Assisted with bank reconciliation activities on a regular basis to maintain accurate records of financial transactions.

• Processed customer account changes with proprietary software.
• Develop and implement training programs for the concierge team to ensure they are up to date on the latest regulations, policies, and procedures in the banking industry.
• Develop and maintain strong relationships with high net worth clients, providing exemplary customer service and personalized financial advice.
• Identify and recommend additional banking products and services that would benefit high net worth clients
• Upheld strict standards for quality and performance.

• Developed relationships with business owners to promote commercial banking services.
• Liaised between bank branches regarding best practices and operations.
• Attended weekly meetings with branch managers to discuss goals related to sales targets.
• Provided customer service to clients by answering questions, resolving complaints and processing transactions.
• Completed daily cash balancing and operated ATMs.

Assess and manage risks associated with cash handling and transactions.

Monitor and ensure compliance with bank policies and procedures.

Implement and enforce security protocols for cash handling and transactions.

Develop and implement training programs to enhance the skills and knowledge of the Teller Team in order to improve.

overall efficiency and customer service

Identify opportunities for process improvement and implement changes to enhance efficiency and customer

satisfaction.

Collaborate with other department managers to optimize overall branch operations and customer experience.