Samantha Walls

• Provided customer service to clients by answering questions, resolving complaints and processing transactions.
• Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
• Processed deposits, withdrawals, loan payments and other financial transactions.
• Verified customer identity through driver's license or other forms of identification.
• Maintained records of customer interactions and transactions in accordance with bank policies.
• Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
• Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
• Researched account discrepancies or errors identified during audits or reviews.
• Advised customers on how to use mobile banking applications effectively.
• Attended weekly meetings with branch managers to discuss goals related to sales targets.
• Answered telephone inquiries regarding account balances, fees or general information.
• Supported the implementation of new systems related to banking operations.
• Helped customers understand and use technical tools such as mobile applications and online banking.
• Assisted customers with setting up direct deposits for their payroll checks.
• Completed routine transfers, deposits and bill payments.

Assist Brokers with licensing and appointments to sell health insurance products in allowed states.

Processed mail received in office.

• Customer Service- Team Lead: assisting elevated customers and employees in finding resolutions to policy issues.