Personal Banker
Crescent Bank
Mandeville, LA
02/06/12 - Current
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Conducted account openings and closings for clients.
- Provided customer service to clients, including answering questions and resolving issues.
- Responded promptly to customer emails, phone calls and requests for information.
- Researched customer inquiries and reported findings in a timely manner.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Maintained accurate records of all transactions conducted throughout the day.
- Analyzed financial documents provided by customers to determine their needs.
- Advised customers on various financial products available from the bank.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Entered new account information into computers and filed related forms and other documents.
- Maintained customer data confidentiality while inputting information into system.
- Used customer and bank records to investigate and correct errors upon customer request.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
- Prepared bank deposits, general ledger postings and statements.
- Examined checks for endorsements to verify legality of documents.
