Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
New Accounts Representative /Bank Teller
FIRSTBANK
COALGATE, OK
08.2018 - Current
Greeted and welcomed customers to the bank.
Assisted customers in completing new account paperwork accurately.
Provided customers with information on financial products and services offered by the bank.
Processed customer deposits, withdrawals, transfers, loan payments, and other transactions.
Verified customer identification documents for compliance with Bank Secrecy Act regulations.
Researched customer inquiries regarding accounts, transactions, fees and services.
Performed data entry of new accounts into banking system database.
Maintained accurate records of customer accounts and transactions.
Advised customers on appropriate banking products to meet their needs.
Reviewed existing accounts for accuracy and completeness of documentation.
Monitored customer accounts for suspicious activity or unusual patterns.
Followed up with customers regarding outstanding account balances or discrepancies.
Answered incoming calls from customers related to their accounts.
Responded promptly to emails from clients requesting assistance.
Assisted branch personnel with various tasks as needed.
Provided excellent customer service at all times while interacting with clients.