Susie Sanchez

Assist customers by answering questions, processing transactions, and other bank business while also handling many of the bank’s clerical and administrative duties such as:

• Processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions.
• Informing customers about bank products and services.
• Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete.
• Maintaining and balancing cash drawers and reconciling discrepancies.
• Packaging cash and rolling coins to be stored in drawers or bank vault.
• Handling currency, transactions, and confidential information in a responsible manner.
• Using software to track bank information and generate reports.
• Following all bank financial and security regulations and procedures.

Assist clients to responsibly manage their money to balance risk and return. Built long-term relationships with clients to better address the specific financial needs of each individual account. Conducted various duties including:

• Aid customers in opening, managing, and optimizing their bank accounts and other products
• Pursue leads and potential customers to expand services and products offered
• Provide advisory services for clients regarding available financial services
• Refer clients to financial specialists
• Resolve issues regarding customer accounts
• Perform other administrative duties (such as data entry into in-house software)