Stephanie Salyer

* Developed and maintained customer relationships.

* Accepted loan applications for consumer and mortgage loans.

* Gathered customer information required for the underwriting process.

* Closed loans.

*Developed forms and procedures to improve workflow for staff and customers.

* Developed training for staff

* Managed projects efficiently and in a timely manner

* Maintained detailed records of trainings

* Developed and maintained customer relationships

* Managed branch staff

* Provided lending services for consumer and mortgage loans

* Conducted annual performance evaluations of staff members

* Established and maintained customer relationships

* Opened new accounts for customers

* Maintained safe deposit box records

* Utilized banking software to process customer transactions accurately and efficiently.

* Worked with team members to cross sell products and services

* Worked with customers to solve issues with accounts

* Maintain confidentiality when handling sensitive information for the bank and corporation.

* Handle administrative tasks such as:

- Attending corporate meetings and taking notes.

- Transcribing meeting notes into minutes.

- Schedule meeting rooms for staff

- Schedule travel arrangements for annual meetings that Board members and Executive officers attend.

- Gather documents for presentation at monthly board meetings.

- Download documents into board portal for review by members.

- Work as Transfer Agent for the Corporation.

- Work with shareholders as needed to answer questions, transfer stock, etc.

- Generate quarterly reports and balance stock books

- Create quarterly dividend reports and prepare letter and dividend checks for mailing.

_ EUAC Administrator: prepare quarterly reports, reset passwords when needed, delete/add users when needed.

- Maintain insurance policies for the bank

- File claims, when needed with insurance providers

• Processed customer transactions efficiently and accurately.
• Assisted customers with account inquiries and service requests.
• Maintained cash drawer accuracy and balanced registers daily.
• Educated clients on banking products and services to enhance customer experience.
• Resolved customer complaints professionally, ensuring high satisfaction levels.
• Processed customer transactions promptly, minimizing wait times.
• Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
• Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
• Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.