Susan Underweiser

Universal Banker II

Truist Bank

05.1995 - Current

Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Educated customers on features and benefits of banking products and services.
Assisted customers with banking needs and inquiries.
Maintained friendly and professional customer interactions.
Educated customers on online banking and mobile banking applications.
Processed wide variety of retail banking transactions for personal and commercial customers.
Executed wire transfers, stop payments and account transfers.
Established rapport with new clients to increase satisfaction and loyalty.
Performed account maintenance by closing out accounts and changing customer addresses.