Sofia Donatantonio

• New business for leads and working on renewals for clients, issued Certificates of Insurance. Licensed by the state of NJ.
• Connects with clients to understand business needs and and create custom packages.
• Drive sales of company products and services by meeting with customers using strategic and organized approach.
• Maintained detailed records of all client communications.
• Listened to customer needs to identify and recommend best products and services.
• Presented proposals to potential business partners by discovering and exploring new business development opportunities..
• Maintained accurate and complete records on past due accounts and collection actions.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

• Respond to customers’ needs by processing a variety of financial transactions including check cashing, withdrawals, deposits, and loan payments. Responsible for managing and balancing a cash drawer, preparing daily paperwork according to branch procedures, and directing the customer to other banking services, bank personnel and cross-selling. Responsibilities include customer experience behaviour’s, lobby management, and assisting the banking center supervisor with teller line and end of day functions.

• Opens and/or closes branch.

• Assists with daily Branch proofing tasks including ATM and Vault

• May buy and sell cash from vault & TCR & processes official checks.

• Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
• Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
• Verified amounts and integrity of every check or funds transfer.
• Trained employees on cash drawer operation.
• Liaised between bank branches regarding best practices and operations.
• Explained bank services, financial products and applicable fees to customers.