Hannah Alderfer
Summary
As a member of the Retail Branch team and reporting directly to the Assistant Manager/Branch Manager, a Personal Banker I is responsible for handling all types of customer service transactions including teller line transactions. A Personal Banker I is also responsible for directing customers to other departments when conducting non-deposit transactions. The Personal Banker I may assist with branch/retail projects that affect the department and the bank as a whole. This position is also expected to embrace the established sales and service culture to maximize their contribution to the Bank's goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker 1
Main Street Bank
04.2022 - 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.
- 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.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Cross-sold bank products and services to meet customer needs and provide options.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Explained account terms and conditions to customers.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Responded to customer inquiries regarding new accounts and account services.
- Presented new and additional products and services to existing customers.
- Monitored customer accounts to detect irregularities or suspicious activity.
Guest Service Advocate
Target
10.2020 - 05.2022
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Education
High School Diploma -
West Boylston Middle/High School
West Boylston, MA05.2020
Skills
- Relationship Building
- Banking
- Fraud Prevention
- Customer Service
- Account Maintenance
- Transaction Processing
- Regulatory Compliance
- Organizational Skills
- Problem Solving
Accomplishments
The statement I made as a member of the Diversity, Equity, and Inclusion (DEI) team was elected to be used on the Bank's website.
Certification
- CPR and AED Training - 23 November 2024
Timeline
Personal Banker 1
Main Street Bank
04.2022 - Current
Guest Service Advocate
Target
10.2020 - 05.2022
High School Diploma -
West Boylston Middle/High School
- CPR and AED Training - 23 November 2024
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