Organized, dedicated and ambitious banking professional with attention to detail and a thirst for learning. Customer focused with a strong background in cash handling. Exceptional computer abilities and a quick learner.
Overview
9
9
years of professional experience
Work History
BANKER
Citibank
Armonk, NY
09.2023 - Current
Provided customer service to bank clients, answering inquiries and resolving complaints.
Developed financial plans for customers based on their individual needs.
Advised customers on various banking products and services such as loans, investments, and credit cards.
Verified customer identity using government-issued identification documents.
Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Helped customers understand and use mobile applications and online banking.
Reconciled cash and checks against computer records at end of shift.
UNIVERSAL BANKER
M&T Bank
04.2022 - 05.2023
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions
Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
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
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
BANK TELLER
TD Bank
12.2020 - 03.2022
Managed basic transactions including deposits and loan payments, verifying cash and cashing checks
Assisted the supervisor with audits and daily vault balance, which exceeded $200k
Adhered to strict safe deposit box operations and guidelines
Established credibility with customers by remembering the names of regulars and creating a friendly rapport with customers
Provided customer service through product knowledge, issue resolution, and cross-selling new services, including money market accounts, loans, and credit card offerings
Executed strict opening and closing procedures to protect employees and bank assets
Identified sales opportunities and referred customers to branch partners in financial services.
MANAGER
Sweet Potato Restaurant
09.2015 - 04.2020
Interviewing, hiring, and training restaurant staff
Managing restaurant staff work schedule
Monitoring inventory and ensuring that all POS supplies and other restaurant essentials are adequately stocked
Cashing out cash drawers at the end of shifts and making bank deposits
Monitoring the restaurant's cash flow and settling outstanding bills
Resolving customers complaints in a professional manner