SARRAH PEREZ
Griffith,IN
Summary
Associate banker with 4 years of experience specializing in banking. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
4
4
years of professional experience
Work History
Associate Banker-ME
Chase Bank
01.2022 - Current
- Engage clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Helping clients with everyday transactions such as deposits, withdrawals, payments, account maintenance, and opening accounts
- Educate clients on the usage of technology self-service options such as leveraging Chase Mobile App, Chase.com, and ATMS to complete their banking needs
- Build relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is identified.
Regional Federal Credit Union
01.2020 - 01.2022
- Served members by performing account transactions and maintenance, while sharing Regional's product information
- Ordered and organized supply for the Credit Union
- Maintained a balanced teller drawer and accurate transaction details
- Performed various duties assigned by the MSR Supervisor and/or Branch Manager
- Established relationships with members and cross-sold products and services to help members achieve financial wellness.
Education
Associate In General Studies -
Ivy Tech
Certified In Dementia Care -
Ivy Tech
01.2019
Skills
- Detailed Oriented
- Adaptivity
- Financial Planning
- Cash Management
- Teller experience
- Consumer Banking
- Educating clients
- Relationship Building
Personal Information
Title: Associate Banker-ME
Timeline
Associate Banker-ME
Chase Bank
01.2022 - Current
Regional Federal Credit Union
01.2020 - 01.2022
Associate In General Studies -
Ivy Tech
Certified In Dementia Care -
Ivy Tech
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