Sabrina Sterling
Chapel Hill,NC
Summary
Hard-working professional with 10.5+ years of experience and a proven knowledge of branch operations, customer communications, and customer satisfaction. Also managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Client Services Support
Pacific Western Bank
Durham, NC
10.2021 - Current
- Front line client service support;
- Prepare documents for new accounts and treasury management services;
- Tracking of account opening, documentation, service implementation and fee collection;
- Insure all new deposit accounts are properly booked in
- Process monetary transactions for customer accounts
- Process account maintenance/updates & corrections
- Strong knowledge of Bank’s services and products for client support and cross-selling
- Provide research assistance and information to customers
- Insure customer document files are up-to-date
- Support Client Services staff in a variety of ways
- Perform other duties as assigned.
Treasury Sales Support
Valley National Bank
Wayne, NJ
12.2020 - 07.2021
- Work with the relationship managers and clients to efficiently implement products and services offered to commercial clients
- Ensure appropriate Treasury Management documents and agreements are properly completed and executed prior to implementation
- Implement all Treasury Management products and services based on receipt of appropriate documentation
- Provide first level customer support for all Treasury Management clients
- Assist clients with routine needs such as functionality questions, application password issues, moderate level technical issue resolution, billing issues, etc
- Also provides information on client transaction accounts and other general banking needs
- Train clients to utilize our Treasury Management products.
UNIVERSAL BANKER
04.2014 - 12.2020
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
- Perform teller duties as required.
- Refer customers to appropriate bank personnel to meet their financial needs.
- Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Collect and record customer deposits and fees, and issue receipts using computers.
- Investigate and correct errors upon customers' request, according to customer and bank records.
- Execute wire transfers of funds.
- Perform foreign currency transactions and sell traveler's checks.
- Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
- Duplicate records for distribution to branch offices.
- Vault Custodian
- Process Credit Card Applications
- Process Cash Advance and sette machine at end of date
- Audit Vault ATM and Coin Machine
Teller
08.2010 - 10.2013
- Greet Customers
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
- Manage cash draw, plus proof at the end of date
- Create Money Orders and Cashier Checks
- Assist in training new tellers, and instilling the values of Valley National Bank
- Cross sell products and service
- Count cash shipment
Education
Associate - Business Studies
SAINT MARY HIGH
Jamaica West Indies 01.2005 - 05.2007
Skills
Financial services support
undefinedTimeline
Client Services Support
Pacific Western Bank
10.2021 - Current
Treasury Sales Support
Valley National Bank
12.2020 - 07.2021
UNIVERSAL BANKER
04.2014 - 12.2020
Teller
08.2010 - 10.2013
Associate - Business Studies
SAINT MARY HIGH
01.2005 - 05.2007
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