Ryan Menefee

• Answers inbound/outbound calls to educate consumers on decisions and

possible alternative solutions for their banking needs.

• Sells CUTX products and services.

• Proactively discusses and refers additional products to internal partners.

• Meets established weekly/monthly goals. (120+ auto loan approvals, minimum of 15 checking accounts and 5 HELOC referrals monthly.)

• Updates job knowledge by studying new product descriptions; participating in educational opportunities.

• Responds to inquiries and take applications for Home Equity Lines of Credit, Home Equity Loans, Personal Loans, Auto Loans and Mortgage Loans.

• Assists customers in understanding loan terms and conditions to make informed decisions.

• Collaborates with other departments to promptly process loan applications.

• Developed strong relationships with customers through high levels of customer service.

• Identified sales opportunities and referred customers to branch partners in financial services.
• Processed customer transactions promptly, minimizing wait times.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit. Managed over 75 customer calls daily.
• Educated customers on use of banking website and mobile apps.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
• Wrote and distributed customer correspondence.
• Executed wire transfers, stop payments and account transfers.
• Referred customers to other banking departments for specialized services.
• Cross-sold credit cards, loans and other bank products.

• Corresponded directly with customers and perspective customers to schedule financial well-being check ups.
• Member of company-wide diversity and inclusion committee.
• Made 75-100 outbound calls daily.
• Collected, arranged, and input information into database system.
• Educated staff on organizational mission and goals to help employees achieve success.