Dedicated and enthusiastic professional striving for excellence in my daily engagements with clients, and team members, and bringing an enthusiasm for success through continuous learning and development
Find sales opportunities to make personal and branch goals. Provide exceptional service to existing and future customers. Open and maintenance accounts to include: checking, savings, certificates of deposit and IRA's. Assist with personal loan applications via online banking or paper applications and follow up with customers for additional information. Process debit card disputes and follow up.
Member account opening and maintenance with a focus on sales opportunities. Acquire loans to include auto, RV, personal, home equity products and mortgages, including insurance sales for loans. Manage sales goals of fellow Financial Service Representatives.
Assist new associates process in for the positions they were hired in for, directed them to training and other appointments. Assist managers with associate placement, disciplinary action and terminations. Processed associate files and entered data to follow up.
Responsible for hiring and training, implementing procedural changes with coaching opportunities for the team's personal and professional successes. Process customer transactions, sell and cross-sell bank products. Maintain daily office operations. Strong conflict resolution skills with both team members and customers. Meeting and exceeding branch and employee monthly and yearly goals. Ensure required reporting and documentation is completed in a timely manner with accuracy. Co-operation and collaboration with our retail partner management and team.