
Experienced banking and customer service professional with a background in branch operations, relationship management, sales, and technical support. Proven ability to build customer relationships, identify needs, resolve complex issues, and deliver results while maintaining operational accuracy and compliance.
Assist customers with questions and concerns regarding Social Security retirement, disability, survivors, and Supplemental Security Income benefits. Explain complex program requirements, eligibility guidelines, payment information, and available options in a clear and professional manner. Navigate multiple federal systems to research account information, resolve customer inquiries, document interactions, and protect confidential information while maintaining quality and service standards.
Delivered personalized banking services by assisting customers with account openings, account maintenance, deposits, withdrawals, and other financial transactions. Identified customer needs and recommended appropriate banking products and services while building relationships and generating referrals. Consistently worked toward monthly account-opening goals, averaging more than 20 new accounts per month, while maintaining accurate cash handling and transaction records.
Provided consultative sales assistance by identifying customer needs, recommending electronics and technology products, and explaining product features and solutions. Supported sales goals through customer engagement, product knowledge, and credit application generation, earning multiple monthly recognition awards for outstanding performance. As a Geek Squad Installer, performed technology installations, assisted customers with equipment setup and connectivity, and provided technical support to ensure products were properly installed and functioning. Maintained a strong focus on customer satisfaction, technical accuracy, and service quality.
Managed daily branch operations while ensuring compliance with banking regulations, internal policies, and operational procedures. Oversaw cash management, account servicing, transaction processing, and branch controls while maintaining accuracy and accountability. Supported and guided branch employees, addressed escalated customer concerns, resolved operational issues, and helped maintain a high standard of customer service and operational efficiency.
Retail Banking Operations, Branch Management, Relationship Building, Customer Service, Client Retention, Account Opening and Maintenance, Cash Handling and Reconciliation, Financial Product Recommendations, Sales and Business Development, Cross-Selling and Referrals, Regulatory Compliance, Risk Management, Internal Controls, Conflict Resolution, Customer Needs Assessment, Technical Troubleshooting, Technology Installation and Support, Problem Solving, Decision Making, Confidential Information Handling, Microsoft Office, Time Management, and Verbal and Written Communication
Earned multiple monthly performance recognition awards at Best Buy for exceeding credit application goals, including 86 applications in February, 64 in March, and 72 in June. At Woodforest National Bank, consistently opened more than 20 accounts per month while maintaining accurate cash handling with no drawer overages or shortages. At the Social Security Administration, received positive feedback from managers, mentors, and instructors for strong customer service, communication, and problem-solving skills.