Universal Banker
Liberty Bank and Trust
New Orleans, LA
01.2016 - Current
- Greets customers in lobby, drive thru and on phone.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provides prompt and courteous customer service by answering questions in person or on telephone; referring to other bank services.
- Process mobile deposits daily
- Files and organizes documents in relation to customer accounts and bank services
- Process and proof daily transactions ensuring proper holds are placed on accounts according to bank and Reg CC guidelines
- Completes daily reports involving ATM transactions and other bank processes
- Records minutes for monthly meetings
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Maintains friendly and professional customer interactions.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions
