Simon Hirsch

• Assisted customers with account maintenance, loans, withdrawals, and retirement requests, identifying and flagging missing information for timely processing.

• Reviewed account details and service requests for accuracy and completeness, ensuring compliance with policies and regulatory requirements.

• Recorded customer interactions and account activity accurately while safeguarding confidential financial information and effectively communicating options in a high-volume setting.

• Checked deposit-account activity and customer records for accuracy and compliance with bank policies, correcting issues or routing concerns for timely resolution.

• Processed banking transactions and account-service requests while verifying information and safeguarding confidential financial data.

• Completed branch-opening duties and ensured daily readiness while effectively managing customer needs and workflow tasks with attention to detail.

• Processed high-volume cash and card transactions accurately while following established cash-handling procedures.

• Assisted with end-of-day register balancing, verified cash totals, and identified discrepancies prior to closing.