Shana Fletcher

• Answered phones promptly, addressing caller inquiries to ensure efficient communication.
• Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
• Received and recorded cash & checks
• Updated databases with new and modified customer data.
• Maintained records of customer interactions and transactions, ensuring accurate documentation of inquiries.
• Updated customer file books
• Performed cleaning of office facilities to maintain professionalism and a welcoming environment.

Engaged with customers to understand their needs

• Opened the branch each morning and checked for safety for other employees to enter branch
• Delivered friendly and knowledgeable service to our customers
• Handled large amounts of cash and balanced cash drawer evenly every evening
• Promoted brand and marketing campaigns to engage customers and drive interest.
• Prepared the Monthly Branch expense
• Ordered office supplies each month
• Provided expertise in managing Certificates of Deposit and IRAs for clients
• Obtained multiple 'Thank you' letters from customers recognizing outstanding service.
• Received special luncheon from district manager for great customer service

• Addressed inquiries and articulated product features and service benefits to potential customers.
• Exceeded company sales goals for new policies.
• Provided policy guidance and management to enhance asset protection for clients.
• Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
• Offered policy guidance and management to promote asset protection.
• Boosted sales through consultative approach and relationship building with new and existing policyholders.