Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Susan Pereksta

Camden,SC

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive attitude and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Dependable and reliable work ethic.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Float Sales and Service Representative

First Citizens Bank
09.2023 - Current
  • Travel to multiple branches
  • Flexible and dependable in last minute revisions at branches.
  • Multi-tasked in teller duties and platform sales.
  • Adaptable to the needs of each branch.
  • Refer products to appropriate bank partner.
  • Engage with customers to understand their banking needs and goals.
  • Provide customer service requests.
  • Teamplayer in building strong working relationships.
  • Knowledge of retail banking products and services.
  • Proactively look for ways to assist co workers with operational duties.




Sales and Service Representative

First Citizens Bank
03.2020 - 09.2023
  • Process transactions accurately and efficiently.
  • Respond to customer requests, offering excellent support and tailored recommendations to address needs.
  • Perform daily teller duties.
  • Trained teller staff on D1 system (D1 Champion)
  • Cash vault custodian for the branch. Maintained adequate cash supply.
  • Back up to the Operations Services Supervisor when needed.
  • Input wires and wire coded to verify pending transactions.

Float Sales and Service Representative

First Citizens Bank
08.2016 - 03.2020
  • Maintained up-to-date knowledge of product and service changes.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Traveled to multiple branches as needed.
  • Performed maintenance on customer’s accounts.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Promptly responded to inquiries and requests from prospective customers.
  • Opened and closed various accounts.

Education

General Studies/Cosmetology - Same

Waite High School

Skills

  • Issue and Complaint Resolution
  • Policy and Procedure Adherence
  • Process Transactions
  • Stay within cash parameters
  • Sales Management
  • Customer Service and Assistance
  • Regulatory Compliance

Certification

  • CNP - Certified Notary Public

Timeline

Float Sales and Service Representative

First Citizens Bank
09.2023 - Current

Sales and Service Representative

First Citizens Bank
03.2020 - 09.2023

Float Sales and Service Representative

First Citizens Bank
08.2016 - 03.2020

General Studies/Cosmetology - Same

Waite High School
Susan Pereksta