Rachael Burgess

• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.
• Answered phone promptly and directed incoming calls to correct offices.
• Kept reception area clean and neat to give visitors positive first impression.
• Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
• Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
• Answered central telephone system and directed calls accordingly.

• Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
• Processed customer transactions promptly, minimizing wait times.
• Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
• Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
• Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
• Educated customers on use of banking website and mobile apps.

I helped keep the sales floor clean and organized as well as assist costumers with finding the item they were interested in.